ESOP · DOL Form 5500 · 2024
Robertson Construction Holdings Inc. ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 194
- Participants Below avg headcount
- 33rd
- Percentile by assets National rank
- $14,521
- Avg per participant Low balance/head
Official DOL plan name: Robertson Construction Services Employee Stock Ownership Plan · Sponsored by Robertson Construction Holdings Inc. · Ohio · Construction
$3M in assets, 194 participants
Robertson Construction Holdings Inc.'s Robertson Construction Services Employee Stock Ownership Plan reported $3M in total assets and 194 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #2,888 in Construction (9,039 peers)
Coverage in Ohio
Robertson Construction Services Employee Stock Ownership Plan covers 194 participants in Ohio, about 25% of the average Ohio filer (state average ~765 per filing). Assets: $3M.
- #2,888
- in Construction (9,039 peers)
- +87.8%
- assets growth YoY
The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Robertson Construction Services Employee Stock Ownership Plan among the smaller filed plans by assets
Robertson Construction Services Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,817,137 33rd percentile higher than 33% 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 Construction Services Employee Stock Ownership 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. Robertson Construction Services Employee Stock Ownership Plan sits mid-pack in the medium band (194 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Robertson Construction Services Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to -$27M in the plan year 2024 filing.
- Robertson Construction Services Employee Stock Ownership Plan end-of-year assets fell from $9M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Robertson Construction Services Employee Stock Ownership Plan reported participants rose from 187 in the plan year 2023 filing to 194 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 311502538 · Robertson Construction Holdings Inc. PY 2024 · ESOP
Robertson Construction Services Employee Stock Ownership Plan · $3M · 194 · 33rd
- PART $3M
- TYPE 194
- NET 33rd
- BOOK ESOP
- VS-ST near Day Surgical Products, Inc Employee Stock Ownership Plan
- BOY ind #2888
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 What is an ESOP? → · Plans in Ohio →
Robertson Construction Services Employee Stock Ownership Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | -$26M |
| Net Income | -$27M |
| Employer EIN | 311502538 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robertson Construction Holdings Inc.)
Sponsor-wide plan assets over time
All Robertson Construction Holdings Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 30.838108952598596% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 269 | $10M |
| 2023 | 2 | 287 | $13M |
| 2024 | 2 | 297 | $7M |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 33,639
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $2.0B · 1,118
- Messer Inc. Employee Stock Ownership Plan $696M · 903
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $502M · 4,264
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $485M · 415
Robertson Construction Services Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Day Surgical Products, Inc Employee Stock Ownership Plan in WA ($3M); by covered participants it is C.W. Suter & Son, Inc. Employee Stock Ownership Plan in IA (194 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Day Surgical Products, Inc Employee Stock Ownership Plan (WA) $3M · 15
- Meyer Contracting Inc. Employee Stock Ownership Plan and Trust (MN) $3M · 35
- Mid-Southern Savings Bank, Fsb Employee Stock Ownership Plan (IN) $3M · 36
- Flemington Department Store, Inc. Employee Stock Ownership Plan (NJ) $3M · 91
Similar participant headcount
Nearest other-state filings by covered participants (194 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.