401(k) · DOL Form 5500 · 2024

The John Roberts Company 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
201
Participants Below avg headcount
81st
Percentile by assets National rank
$199,940
Avg per participant Above avg balance/head
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Official DOL plan name: The John Roberts Company Profit Sharing Plan · Sponsored by The John Roberts Company · Minnesota · Information & Media

$40M in assets, 201 participants

The John Roberts Company's The John Roberts Company Profit Sharing Plan reported $40M in total assets and 201 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,108 in Information & Media (2,822 peers)

Coverage in Minnesota

The John Roberts Company Profit Sharing Plan covers 201 participants in Minnesota, about 18% of the average Minnesota filer (state average ~1,126 per filing). Assets: $40M.

#2,108
in Information & Media (2,822 peers)
+7.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The John Roberts Company Profit Sharing Plan's outsized position by total assets

The John Roberts Company Profit Sharing Plan vs every filed plan by assets

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

$40,187,980 Top 19% higher than 81% 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

The John Roberts Company Profit Sharing 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. The John Roberts Company Profit Sharing Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The John Roberts Company Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • The John Roberts Company Profit Sharing Plan end-of-year assets rose from $37M in the plan year 2023 filing to $40M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 410763427 · The John Roberts Company PY 2024 · 401(k)

The John Roberts Company Profit Sharing Plan · $40M · 201 · 81st

  • VS-ST $40M
  • BOY 201
  • SCH 81st
  • EBSA 401(k)
  • PART near Rmb Capital Management, LLC Savings Plan
  • TYPE ind #2108

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 Information & Media retirement plans → · Plans in Minnesota →

The John Roberts Company Profit Sharing Plan in the asset neighbourhood

Henderson Brothers, Inc. Profit Sharing PlanHenderson Brothers, Inc. Pro…$40MThe John Roberts Company Profit Sharing PlanThe John Roberts Company Pro…$40MRmb Capital Management, LLC Savings PlanRmb Capital Management, LLC …$40MY-12 Federal Credit Union 401(k) Plan and TrustY-12 Federal Credit Union 40…$40MHoober, Inc. Profit Sharing/401(k) PlanHoober, Inc. Profit Sharing/…$40M
End-of-year total assets ($M) among The John Roberts Company Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$40M
Net Income$3M
Employer EIN410763427
Plan Effective Date1959-07-15
Filing StatusFILING RECEIVED

Sponsor Plan History (The John Roberts Company)

Sponsor-wide plan assets over time

All The John Roberts Company plans reported in each filing year

Latest sponsor-wide plan assets
$40M 23.044439615087605% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $32.7M $40.2M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 243 $33M
2023 1 202 $37M
2024 1 201 $40M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The John Roberts Company Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants The John Roberts Company Profit Sharing Plan, Total assets ($B): 0.04018798 · Participants: 201The John Roberts Company Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
The John Roberts Company Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare The John Roberts Company Profit Sharing Plan side-by-side with 3 peers →

The John Roberts Company Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Rmb Capital Management, LLC Savings Plan in IL ($40M); by covered participants it is Osi Digital, Inc. 401(k) Plan in CA (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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 The John Roberts Company Profit Sharing Plan assets move in 2024? ▼
The John Roberts Company Profit Sharing Plan grew at a solid clip - up 7.4% during 2024, from $37M to $40M. Reported net income was $3M.
How have The John Roberts Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The John Roberts Company's sponsor-wide assets grew 23.0%, from $33M to $40M.
Where does The John Roberts Company Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The John Roberts Company Profit Sharing Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The John Roberts Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rmb Capital Management, LLC Savings Plan in IL ($40M, 157 participants).
Which 401(k) plans cover a similar participant headcount to The John Roberts Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osi Digital, Inc. 401(k) Plan in CA (201 participants, $21M 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 410763427.

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.