401(k) · DOL Form 5500 · 2024
Robertet, Inc. 401(k) Plan
Data updated 2026-08-11
- $112M
- Total assets
- 413
- Participants
- 91st
- Percentile by assets
- $271,058
- Avg per participant
Official DOL plan name: Robertet USA 401(k) Plan · Sponsored by Robertet, Inc. · New Jersey · Manufacturing
$112M in assets, 413 participants
Robertet, Inc.'s Robertet USA 401(k) Plan reported $112M in total assets and 413 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 123,622 plans)
- #15,460 in Manufacturing (17,777 peers)
Coverage in New Jersey
Robertet USA 401(k) Plan covers 413 participants in New Jersey, about 49% of the average New Jersey filer (state average ~844 per filing). Assets: $112M.
- $112M
- total plan assets (2024 EOY)
- 413
- covered participants
- 91st
- percentile by assets (of 123,622 plans)
- $271,058
- avg assets per participant
Where Robertet USA 401(k) Plan sits by total assets
Robertet USA 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$111,946,826 Top 9% higher than 91% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Robertet USA 401(k) Plan reported net income fell from $16M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Robertet USA 401(k) Plan reported participants rose from 368 in the plan year 2023 filing to 413 in the plan year 2024 filing.
- Robertet USA 401(k) Plan end-of-year assets rose from $106M in the plan year 2023 filing to $112M in the plan year 2024 filing.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Robertet USA 401(k) Plan reports 413 participants - about 49% of that state average ($112M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $106M |
|---|---|
| Net Assets (End of Year) | $112M |
| Net Income | $6M |
| Employer EIN | 222273649 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robertet, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 354 | $90M |
| 2023 | 1 | 368 | $106M |
| 2024 | 1 | 413 | $112M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Robertet USA 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Robertet USA 401(k) Plan by total assets, not by location.
- Fortitude Re 401(k) Plan (TN) $112M · 430
- Lexington Partners 401(k) Retirement Plan (NY) $112M · 119
- Berkshire Hathaway Guard Profit Sharing/401(k) Plan (PA) $112M · 1,371
- Greatland Corporation 401(k) Plan (MI) $112M · 132
Frequently Asked Questions
How did Robertet USA 401(k) Plan assets move in 2024? ▼
How have Robertet, Inc. plan assets changed over time? ▼
Where does Robertet USA 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Robertet USA 401(k) Plan? ▼
Next read for Robertet USA 401(k) Plan
Filing takeaways
Ways to act on Robertet USA 401(k) Plan's numbers.
- By total assets, Robertet USA 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
- Robertet, Inc.'s sponsor-wide assets have grown 25.0% since 2022 across 3 plan years on file. More Manufacturing plans