Money Purchase · DOL Form 5500 · 2024
Robinson Financial Corporation Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 2
- Participants
- 31st
- Percentile by assets
- $1.2M
- Avg per participant
Official DOL plan name: Robinson Financial Corp Profit Sharing Plan · Sponsored by Robinson Financial Corporation · California · Real Estate
$2M in assets, 2 participants
Robinson Financial Corporation's Robinson Financial Corp Profit Sharing Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.
- 31st percentile by assets (of 123,622 plans)
- #2,327 in Real Estate (4,605 peers)
Real Estate sector rank
Within Real Estate, Robinson Financial Corp Profit Sharing Plan ranks #2,327 of 4,605 2024 filers by assets (1102% of the sector average)-$2M for 2 participants.
- $2M
- total plan assets (2024 EOY)
- 2
- covered participants
- 31st
- percentile by assets (of 123,622 plans)
- $1.2M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Robinson Financial Corp Profit Sharing Plan reported net income rose from $148K in the plan year 2023 filing to $171K in the plan year 2024 filing.
- Robinson Financial Corp Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Rank #2,327 in Real Estate
Among 4,605 Real Estate plans that filed a Form 5500 for plan year 2024, Robinson Financial Corp Profit Sharing Plan ranks #2,327 by end-of-year assets - about 1102% of the sector average of $26M. Nationally it sits in the 31st percentile, a stronger position within its industry than across all filers.
Real Estate filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $171K |
| Employer EIN | 942684466 |
| Plan Effective Date | 1980-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robinson Financial Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $2M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 2 | $2M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Robinson Financial Corp Profit Sharing Plan vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Robinson Financial Corp Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Robinson Financial Corp Profit Sharing Plan assets move in 2024? ▼
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Filing takeaways
Ways to act on Robinson Financial Corp Profit Sharing Plan's numbers.
- By total assets, Robinson Financial Corp Profit Sharing Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Robinson Financial Corporation's sponsor-wide assets have grown 15.7% since 2022 across 3 plan years on file. More Real Estate plans