ESOP · DOL Form 5500 · 2024

Roberts Hawaii, Inc ESOP

Data updated 2026-08-25

$129M
Total assets Near avg plan size
1,128
Participants Near avg headcount
92nd
Percentile by assets National rank
$114,362
Avg per participant Below avg balance/head
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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.

  • #2,972 in Transportation & Warehousing (3,299 peers)

Coverage in Hawaii

Roberts Hawaii, Inc. Employee Stock Ownership Plan covers 1,128 participants in Hawaii, 3.0x the typical Hawaii plan (state average ~380 per filing). Assets: $129M.

#2,972
in Transportation & Warehousing (3,299 peers)
+0.5%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Roberts Hawaii, Inc. Employee Stock Ownership Plan's outsized position by total assets

Roberts Hawaii, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$129,000,134 Top 8% higher than 92% 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

Roberts Hawaii, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roberts Hawaii, Inc. Employee Stock Ownership Plan lands in the large band (1,128 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

EBSA filing schedule strip

Filing strip 990185478 · Roberts Hawaii, Inc PY 2024 · ESOP

Roberts Hawaii, Inc. Employee Stock Ownership Plan · $129M · 1,128 · 92nd

  • BOOK $129M
  • BOOK 1,128
  • BOOK 92nd
  • BOOK ESOP
  • BOOK near Burke, Inc. Employee Stock Ownership Plan
  • BOOK ind #2972

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 Hawaii →

Roberts Hawaii, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Pennoni Associates Inc. Employee Stock Ownership PlanPennoni Associates Inc. Empl…$129MRoberts Hawaii, Inc. Employee Stock Ownership PlanRoberts Hawaii, Inc. Employe…$129MBurke, Inc. Employee Stock Ownership PlanBurke, Inc. Employee Stock O…$129MOnecompass Holdings Employee Stock Ownership PlanOnecompass Holdings Employee…$128MBig Sandy Furniture, Inc. Employee Stock Ownership PlanBig Sandy Furniture, Inc. Em…$128M
End-of-year total assets ($M) among Roberts Hawaii, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Hawaii filing particulars

Total Assets (Beginning of Year)$128M
Net Assets (End of Year)$119M
Net Income$916K
Employer EIN990185478
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roberts Hawaii, Inc)

Sponsor-wide plan assets over time

All Roberts Hawaii, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$162M 20.760767315588176% vs 2022
2024 filing year
$130M$140M$150M$160M$170M 202220232024 $134M $162M ▲ +20.8%
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 Scatter plot of 6 data points. 050010001500 80100120140160 Total assets ($M) Participants Roberts Hawaii, Inc. Employee Stock Ownership Plan, Total assets ($M): 129.000134 · Participants: 1128Roberts Hawaii, Inc. Employee Stock Ownership PlanBowers & Kubota Consulting, Inc. ESOP, Total assets ($M): 154.495536 · Participants: 280Bowers & Kubota Consulting, Inc. ESOPGpf Life and Health Benefits Company Employee Stock Ownership Plan, Total assets ($M): 141.754844 · Participants: 113Gpf Life and Health Benefits Company Employee Stock Ownership PlanR. M. Towill Corporation Employee Stock Ownership Plan, Total assets ($M): 133.382995 · Participants: 103R. M. Towill Corporation Employee Stock Ownership PlanHpm Building Supply Employee Stock Ownership Plan, Total assets ($M): 97.475398 · Participants: 436Hpm Building Supply Employee Stock Ownership PlanAlbert C. Kobayashi, Inc. Employee Stock Ownership Plan, Total assets ($M): 88.640028 · Participants: 104Albert C. Kobayashi, Inc. Employee Stock Ownership Plan
Roberts Hawaii, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants
Compare Roberts Hawaii, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Roberts Hawaii, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Hawaii, the nearest ESOP by assets is Burke, Inc. Employee Stock Ownership Plan in OH ($129M); by covered participants it is Insurance Office of America, Inc. Employee Stock Ownership Plan in FL (1,127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,128 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 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 123,622 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).
Which ESOP plans cover a similar participant headcount to Roberts Hawaii, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Insurance Office of America, Inc. Employee Stock Ownership Plan in FL (1,127 participants, $9M 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 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.