ESOP · DOL Form 5500 · 2024

Roberts Hawaii, Inc ESOP

Data updated 2026-07-24

$129M
Total assets: 1,128
Participants: 92nd
Percentile by assets: $114,362
Avg per participant

Official DOL plan name: Roberts Hawaii, Inc. Employee Stock Ownership Plan · Sponsored by Roberts Hawaii, Inc · Hawaii · Transportation & Warehousing

$129M in assets, 1,128 participants

Roberts Hawaii, Inc's Roberts Hawaii, Inc. Employee Stock Ownership Plan reported $129M in total assets and 1,128 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 116,472 plans)

Coverage in Hawaii

Roberts Hawaii, Inc. Employee Stock Ownership Plan covers 1,128 participants in Hawaii, 3.1x the typical Hawaii plan (state average ~363 per filing). Assets: $129M.

$129M
total plan assets (2024 EOY): 1,128
covered participants: 92nd
percentile by assets (of 116,472 plans): $114,362
avg assets per participant

Roberts Hawaii, Inc. Employee Stock Ownership Plan reported net income fell from $20M in the plan year 2023 filing to $916K in the plan year 2024 filing.
Roberts Hawaii, Inc. Employee Stock Ownership Plan reported participants fell from 1,144 in the plan year 2023 filing to 1,128 in the plan year 2024 filing.
Roberts Hawaii, Inc. Employee Stock Ownership Plan end-of-year assets rose from $128M in the plan year 2023 filing to $129M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Hawaii

Industry

Transportation & Warehousing

Participants vs Hawaii filers

In Hawaii, the average filing covers about 363 participants across 468 plans. Roberts Hawaii, Inc. Employee Stock Ownership Plan reports 1,128 participants - 3.1x that state average ($129M EOY assets).

Hawaii filing particulars

Total Assets (Beginning of Year)	$128M
Net Assets (End of Year)	$119M
Net Income	$916K
Employer EIN	990185478
Plan Effective Date	2006-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Roberts Hawaii, Inc)

Total plan assets by year, all Roberts Hawaii, Inc plans on file

Year	Plans	Participants	Total Assets
2022	2	3,311	$134M
2023	2	2,350	$156M
2024	2	2,246	$162M

Nearby ESOP Plans in Hawaii

Peer ESOP plans, same state, same plan type, ranked by total assets.

Roberts Hawaii, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants

Bowers & Kubota Consulting, Inc. ESOP $154M · 280
Gpf Life and Health Benefits Company Employee Stock Ownership Plan $142M · 113
R. M. Towill Corporation Employee Stock Ownership Plan $133M · 103
Hpm Building Supply Employee Stock Ownership Plan $97M · 436
Commercial Plumbing Inc. ESOP $84M · 90

Compare Roberts Hawaii, Inc. Employee Stock Owne… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Roberts Hawaii, Inc. Employee Stock Ownership Plan by total assets, not by location.

Burke, Inc. Employee Stock Ownership Plan (OH) $129M · 327
Pennoni Associates Inc. Employee Stock Ownership Plan (PA) $129M · 1,198
Onecompass Holdings Employee Stock Ownership Plan (OH) $128M · 295
Big Sandy Furniture, Inc. Employee Stock Ownership Plan (OH) $128M · 423

Frequently Asked Questions

How did Roberts Hawaii, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Roberts Hawaii, Inc. Employee Stock Ownership Plan held essentially flat - up 0.5% during 2024, from $128M to $129M. Reported net income was $916K.

How have Roberts Hawaii, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Roberts Hawaii, Inc's sponsor-wide assets grew 20.8%, from $134M to $162M.

Where does Roberts Hawaii, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Roberts Hawaii, Inc. Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which ESOP plans are similar in size to Roberts Hawaii, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Burke, Inc. Employee Stock Ownership Plan in OH ($129M, 327 participants).

Next read for Roberts Hawaii, Inc. Employee Stock Owne…

Filing takeaways

Ways to act on Roberts Hawaii, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Roberts Hawaii, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Hawaii. Compare plans
Roberts Hawaii, Inc's sponsor-wide assets have grown 20.8% since 2022 across 3 plan years on file. More Transportation & Warehousing plans

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 990185478.

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.