ESOP · DOL Form 5500 · 2024

Robinson, Inc. ESOP

Data updated 2026-08-25

$289M
Total assets Near avg plan size
449
Participants Below avg headcount
96th
Percentile by assets National rank
$642,896
Avg per participant High balance/head
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Official DOL plan name: Robinson Inc. ESOP Plan & Trust · Sponsored by Robinson, Inc. · Wisconsin · Manufacturing

$289M in assets, 449 participants

Robinson, Inc.'s Robinson Inc. ESOP Plan & Trust reported $289M in total assets and 449 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #16,575 in Manufacturing (17,777 peers)

Where Robinson Inc. ESOP Plan & Trust sits by assets

Robinson Inc. ESOP Plan & Trust sits in the top 5% of all filed plans by assets, $289M for 449 participants (~$642,896/participant), up 93.7% in 2024.

#16,575
in Manufacturing (17,777 peers)
+93.7%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Robinson Inc. ESOP Plan & Trust's outsized position by total assets

Robinson Inc. ESOP Plan & Trust vs every filed plan by assets

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

$288,660,377 Top 4% higher than 96% 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

Robinson Inc. ESOP Plan & Trust 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. Robinson Inc. ESOP Plan & Trust sits mid-pack in the medium band (449 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Robinson Inc. ESOP Plan & Trust end-of-year assets rose from $149M in the plan year 2023 filing to $289M in the plan year 2024 filing.
  • Robinson Inc. ESOP Plan & Trust reported net income rose from $132M in the plan year 2023 filing to $140M in the plan year 2024 filing.
  • Robinson Inc. ESOP Plan & Trust reported participants rose from 444 in the plan year 2023 filing to 449 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391212475 · Robinson, Inc. PY 2024 · ESOP

Robinson Inc. ESOP Plan & Trust · $289M · 449 · 96th

  • VS-ST $289M
  • VS-ST 449
  • VS-ST 96th
  • VS-ST ESOP
  • VS-ST near Envision Management Holding, Inc. Employee Stock Ownership Plan
  • VS-ST ind #16575

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 Wisconsin →

Robinson Inc. ESOP Plan & Trust in the asset neighbourhood

Locke Supply Co. Employee Stock Ownership PlanLocke Supply Co. Employee St…$293MRobinson Inc. ESOP Plan & TrustRobinson Inc. ESOP Plan & Tr…$289MEnvision Management Holding, Inc. Employee Stock Ownership PlanEnvision Management Holding,…$284MLockheed Martin Corporation Capital Accumulation PlanLockheed Martin Corporation …$284MHarbor Linx, Inc. Employee Stock Ownership PlanHarbor Linx, Inc. Employee S…$282M
End-of-year total assets ($M) among Robinson Inc. ESOP Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$149M
Net Assets (End of Year)$224M
Net Income$140M
Employer EIN391212475
Plan Effective Date2022-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robinson, Inc.)

Sponsor-wide plan assets over time

All Robinson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$334M 562.2251817191482% vs 2022
2024 filing year
$0M$100M$200M$300M$400M 202220232024 $50.4M $334M ▲ +562.2%
Year Plans Participants Total Assets
2022 2 1,105 $50M
2023 2 985 $187M
2024 2 1,024 $334M

Nearby ESOP Plans in Wisconsin

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

Robinson Inc. ESOP Plan & Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 01234 Total assets ($B) Participants Robinson Inc. ESOP Plan & Trust, Total assets ($B): 0.288660377 · Participants: 449Robinson Inc. ESOP Plan & TrustSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems Employee Stock Ownership Plan
Robinson Inc. ESOP Plan & Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Robinson Inc. ESOP Plan & Trust side-by-side with 3 peers →

Robinson Inc. ESOP Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Envision Management Holding, Inc. Employee Stock Ownership Plan in CO ($284M); by covered participants it is Manar Employee Stock Ownership Plan in IN (450 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (449 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 Robinson Inc. ESOP Plan & Trust assets move in 2024? ▼
Robinson Inc. ESOP Plan & Trust surged - up 93.7% during 2024, from $149M to $289M. Reported net income was $140M.
How have Robinson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robinson, Inc.'s sponsor-wide assets grew 562.2%, from $50M to $334M.
Where does Robinson Inc. ESOP Plan & Trust rank by assets among Form 5500 filers? ▼
Robinson Inc. ESOP Plan & Trust ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Robinson Inc. ESOP Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Envision Management Holding, Inc. Employee Stock Ownership Plan in CO ($284M, 1,205 participants).
Which ESOP plans cover a similar participant headcount to Robinson Inc. ESOP Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Manar Employee Stock Ownership Plan in IN (450 participants, $29M 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 391212475.

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.