401(k) · DOL Form 5500 · 2024

Robertet, Inc. 401(k) Plan

Data updated 2026-08-25

$112M
Total assets Near avg plan size
413
Participants Below avg headcount
91st
Percentile by assets National rank
$271,058
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#15,460
in Manufacturing (17,777 peers)
+5.7%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Robertet USA 401(k) Plan's outsized position 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

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

Robertet USA 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. Robertet USA 401(k) Plan sits mid-pack in the medium band (413 participants).

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 222273649 · Robertet, Inc. PY 2024 · 401(k)

Robertet USA 401(k) Plan · $112M · 413 · 91st

  • ASSETS $112M
  • ASSETS 413
  • ASSETS 91st
  • ASSETS 401(k)
  • ASSETS near Fortitude Re 401(k) Plan
  • ASSETS ind #15460

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 Manufacturing retirement plans → · Plans in New Jersey →

Robertet USA 401(k) Plan in the asset neighbourhood

Berkshire Hathaway Guard Profit Sharing/401(k) PlanBerkshire Hathaway Guard Pro…$112MFortitude Re 401(k) Plan$112MRobertet USA 401(k) Plan$112MLexington Partners 401(k) Retirement PlanLexington Partners 401(k) Re…$112MGreatland Corporation 401(k) PlanGreatland Corporation 401(k)…$112M
End-of-year total assets ($M) among Robertet USA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$106M
Net Assets (End of Year)$112M
Net Income$6M
Employer EIN222273649
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robertet, Inc.)

Sponsor-wide plan assets over time

All Robertet, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$112M 24.9998057116314% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $89.6M $112M ▲ +25.0%
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 Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Robertet USA 401(k) Plan, Total assets ($B): 0.111946826 · Participants: 413Robertet USA 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Robertet USA 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Robertet USA 401(k) Plan side-by-side with 3 peers →

Robertet USA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Fortitude Re 401(k) Plan in TN ($112M); by covered participants it is Sigma Computing Inc 401(k) Plan in CA (413 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($112M here).

Similar participant headcount

Nearest other-state filings by covered participants (413 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 Robertet USA 401(k) Plan assets move in 2024? ▼
Robertet USA 401(k) Plan grew at a solid clip - up 5.7% during 2024, from $106M to $112M. Reported net income was $6M.
How have Robertet, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robertet, Inc.'s sponsor-wide assets grew 25.0%, from $90M to $112M.
Where does Robertet USA 401(k) Plan rank by assets among Form 5500 filers? ▼
Robertet USA 401(k) Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Robertet USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fortitude Re 401(k) Plan in TN ($112M, 430 participants).
Which 401(k) plans cover a similar participant headcount to Robertet USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sigma Computing Inc 401(k) Plan in CA (413 participants, $25M 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 222273649.

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.