401(k) · DOL Form 5500 · 2024

Roberts Energy, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
421
Participants Below avg headcount
48th
Percentile by assets National rank
$16,589
Avg per participant Low balance/head
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Official DOL plan name: Roberts Energy, LLC 401(k) Plan · Sponsored by Roberts Energy, LLC · Massachusetts · Transportation & Warehousing

$7M in assets, 421 participants

Roberts Energy, LLC's Roberts Energy, LLC 401(k) Plan reported $7M in total assets and 421 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #1,630 in Transportation & Warehousing (3,299 peers)

Roberts Energy, LLC multi-year trail

Roberts Energy, LLC's plans moved +209.0% in assets from 2022 to 2024; this filing shows Roberts Energy, LLC 401(k) Plan at $7M / 421 participants.

#1,630
in Transportation & Warehousing (3,299 peers)
+20.8%
assets growth YoY

Roberts Energy, LLC 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Roberts Energy, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,983,974 48th percentile higher than 48% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Roberts Energy, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roberts Energy, LLC 401(k) Plan sits mid-pack in the medium band (421 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roberts Energy, LLC 401(k) Plan reported participants rose from 317 in the plan year 2023 filing to 421 in the plan year 2024 filing.
  • Roberts Energy, LLC 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Roberts Energy, LLC 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 813450263 · Roberts Energy, LLC PY 2024 · 401(k)

Roberts Energy, LLC 401(k) Plan · $7M · 421 · 48th

  • NET $7M
  • NET 421
  • NET 48th
  • NET 401(k)
  • NET near Morris-Anderson & Associates, Ltd. 401(k) Plan
  • NET ind #1630

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 Transportation & Warehousing retirement plans → · Plans in Massachusetts →

Roberts Energy, LLC 401(k) Plan in the asset neighbourhood

Best Overnite Express, Inc. 401(k) Savings PlanBest Overnite Express, Inc. …$7MRoberts Energy, LLC 401(k) PlanRoberts Energy, LLC 401(k) P…$7MMorris-Anderson & Associates, Ltd. 401(k) PlanMorris-Anderson & Associates…$7MCasey Products Profit Sharing PlanCasey Products Profit Sharin…$7MMontana Contractors Assoc., Inc. 401(k) Retirement Plan & TrustMontana Contractors Assoc., …$7M
End-of-year total assets ($M) among Roberts Energy, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Roberts Energy, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Roberts Energy, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 209.0277227749058% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $2.26M $6.98M ▲ +208.8%
Year Plans Participants Total Assets
2022 1 207 $2M
2023 1 317 $6M
2024 1 421 $7M

Roberts Energy, LLC filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN813450263
Plan Effective Date2017-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Roberts Energy, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Roberts Energy, LLC 401(k) Plan, Total assets ($B): 0.006983974 · Participants: 421Roberts Energy, LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Roberts Energy, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Roberts Energy, LLC 401(k) Plan side-by-side with 3 peers →

Roberts Energy, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Morris-Anderson & Associates, Ltd. 401(k) Plan in IL ($7M); by covered participants it is Ubg 401(k) - Frontier Cooperative in NE (421 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (421 participants); 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.

Frequently Asked Questions

How did Roberts Energy, LLC 401(k) Plan assets move in 2024? ▼
Roberts Energy, LLC 401(k) Plan grew sharply - up 20.8% during 2024, from $6M to $7M. Reported net income was $1M.
How have Roberts Energy, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberts Energy, LLC's sponsor-wide assets grew 209.0%, from $2M to $7M.
Which 401(k) plans are similar in size to Roberts Energy, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Morris-Anderson & Associates, Ltd. 401(k) Plan in IL ($7M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Roberts Energy, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ubg 401(k) - Frontier Cooperative in NE (421 participants, $20M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 813450263.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.