Profit Sharing · DOL Form 5500 · 2024
Robertson Business Advisors Incorporated Profit Sharing Plan
Data updated 2026-08-25
- $242K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $242,029
- Avg per participant Above avg balance/head
Official DOL plan name: Robertson Business Advisors Incorporated Retirement Plan · Sponsored by Robertson Business Advisors Incorporated · Maryland · Other Services
$242K in assets, 1 participants
Robertson Business Advisors Incorporated's Robertson Business Advisors Incorporated Retirement Plan reported $242K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 12th 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.
- #1,944 in Other Services (7,719 peers)
Robertson Business Advisors Incorporated multi-year trail
Robertson Business Advisors Incorporated's plans moved +362.6% in assets from 2022 to 2024; this filing shows Robertson Business Advisors Incorporated Retirement Plan at $242K / 1 participant.
- #1,944
- in Other Services (7,719 peers)
- +186.0%
- assets growth YoY
Robertson Business Advisors Incorporated Retirement Plan among the smaller filed plans by assets
Robertson Business Advisors Incorporated Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$242,029 12th percentile higher than 12% 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
Robertson Business Advisors Incorporated Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robertson Business Advisors Incorporated Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Robertson Business Advisors Incorporated Retirement Plan reported net income rose from $32K in the plan year 2023 filing to $157K in the plan year 2024 filing.
- Robertson Business Advisors Incorporated Retirement Plan end-of-year assets rose from $85K in the plan year 2023 filing to $242K in the plan year 2024 filing.
DOL schedule card
Filing strip 852685357 · Robertson Business Advisors Incorporated PY 2024 · Profit Sharing
Robertson Business Advisors Incorporated Retirement Plan · $242K · 1 · 12th
- EIN $242K
- EIN 1
- EIN 12th
- EIN Profit Sharing
- EIN near Tri-Freedom Inc. Retirement Plan
- EIN ind #1944
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 Other Services retirement plans → · Plans in Maryland →
Robertson Business Advisors Incorporated Retirement Plan in the asset neighbourhood
Robertson Business Advisors Incorporated multi-year asset trail
Sponsor-wide plan assets over time
All Robertson Business Advisors Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $242K 362.6378667686132% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $52K |
| 2023 | 1 | 1 | $85K |
| 2024 | 1 | 1 | $242K |
Robertson Business Advisors Incorporated filing trail (2024)
| Total Assets (Beginning of Year) | $85K |
|---|---|
| Net Assets (End of Year) | $242K |
| Net Income | $157K |
| Employer EIN | 852685357 |
| Plan Effective Date | 2020-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Maryland
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Sprinkler Industry Supplemental Pension Fund $3.3B · 28,393
- Nfl Player Annuity Program $2.0B · 2,745
- University of Maryland Medical System 403(b) Retirement Savings Plan $730M · 19,560
- Nfl Player Capital Accumulation Plan $707M · 2,693
- International Painters and Allied Trades Industry Annuity Plan $644M · 10,721
Robertson Business Advisors Incorporated Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Maryland, the nearest Profit Sharing by assets is Tri-Freedom Inc. Retirement Plan in AZ ($242K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($242K here).
- Tri-Freedom Inc. Retirement Plan (AZ) $242K · 1
- Lms Mission Inc. Retirement Plan (MN) $242K · 1
- House of Brews Corp. Profit Sharing Plan (TX) $242K · 2
- Tuttle Franchises Inc. Retirement Plan (IN) $242K · 2
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.