401(k) · DOL Form 5500 · 2024
Robins & Morton 401(k) Plan
Data updated 2026-08-25
- $222M
- Total assets Near avg plan size
- 1,409
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $157,343
- Avg per participant Above avg balance/head
Official DOL plan name: The Robins & Morton Retirement Savings Plan · Sponsored by Robins & Morton · Alabama · Construction
$222M in assets, 1,409 participants
Robins & Morton's The Robins & Morton Retirement Savings Plan reported $222M in total assets and 1,409 participants in its 2024 DOL Form 5500 filing, ranking in the 95th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #8,484 in Construction (9,039 peers)
Coverage in Alabama
The Robins & Morton Retirement Savings Plan covers 1,409 participants in Alabama, 3.9x the typical Alabama plan (state average ~360 per filing). Assets: $222M.
- #8,484
- in Construction (9,039 peers)
- +19.0%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
The Robins & Morton Retirement Savings Plan's outsized position by total assets
The Robins & Morton Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$221,696,596 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Robins & Morton Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Robins & Morton Retirement Savings Plan lands in the large band (1,409 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Robins & Morton Retirement Savings Plan end-of-year assets rose from $186M in the plan year 2023 filing to $222M in the plan year 2024 filing.
- The Robins & Morton Retirement Savings Plan reported participants rose from 1,282 in the plan year 2023 filing to 1,409 in the plan year 2024 filing.
- The Robins & Morton Retirement Savings Plan reported net income rose from $35M in the plan year 2023 filing to $35M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 631076743 · Robins & Morton PY 2024 · 401(k)
The Robins & Morton Retirement Savings Plan · $222M · 1,409 · 95th
- SCH $222M
- EBSA 1,409
- PART 95th
- TYPE 401(k)
- NET near Grayrobinson 401(k) Plan
- BOOK ind #8484
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in Alabama →
The Robins & Morton Retirement Savings Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $186M |
|---|---|
| Net Assets (End of Year) | $222M |
| Net Income | $35M |
| Employer EIN | 631076743 |
| Plan Effective Date | 1972-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robins & Morton)
Sponsor-wide plan assets over time
All Robins & Morton plans reported in each filing year
- Latest sponsor-wide plan assets
- $222M 46.72617279775839% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,152 | $151M |
| 2023 | 1 | 1,282 | $186M |
| 2024 | 1 | 1,409 | $222M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $3.2B · 20,783
- Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
- Hexagon Employee Retirement Savings Plan $1.7B · 4,638
- Vulcan 401(k) Plan $1.5B · 8,628
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167
The Robins & Morton Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Grayrobinson 401(k) Plan in FL ($222M); by covered participants it is Usdp 401(k) Plan in TX (1,409 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($222M here).
- Grayrobinson 401(k) Plan (FL) $222M · 525
- Kuka Retirement Savings Plan (MI) $222M · 1,387
- Diversified Holdings Group Employee Savings Plan (CO) $222M · 1,240
- Dakota Gasification Company 401(k) Plan (ND) $222M · 501
Similar participant headcount
Nearest other-state filings by covered participants (1,409 participants); asset peers above are excluded.
- Usdp 401(k) Plan (TX) 1,409 · 0 off
- Employees' 401(k) Plan of North Carolina Farm Bureau Mutual Insurance (NC) 1,409 · 0 off
- Cpi Card Group, Inc. 401(k) Plan (CO) 1,409 · 0 off
- Union Home Mortgage Corporation 401(k) Plan (OH) 1,409 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.