401(k) · DOL Form 5500 · 2024

Robertshaw Controls Company 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size: 145
Participants Small participant base: 78th
Percentile by assets National rank: $213,072
Avg per participant Above avg balance/head

Official DOL plan name: Robertshaw Controls Company 401(k) Plan · Sponsored by Robertshaw Controls Company · Illinois · Manufacturing

$31M in assets, 145 participants

Robertshaw Controls Company's Robertshaw Controls Company 401(k) Plan reported $31M in total assets and 145 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

#12,333 in Manufacturing (17,777 peers)

Coverage in Illinois

Robertshaw Controls Company 401(k) Plan covers 145 participants in Illinois, about 19% of the average Illinois filer (state average ~779 per filing). Assets: $31M.

#12,333
in Manufacturing (17,777 peers): +10.7%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

Robertshaw Controls Company 401(k) Plan's outsized position by total assets

Robertshaw Controls Company 401(k) Plan vs every filed plan by assets

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

$30,895,433 Top 22% higher than 78% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Robertshaw Controls Company 401(k) 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. Robertshaw Controls Company 401(k) Plan sits mid-pack in the medium band (145 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

EBSA filing schedule strip

Filing strip 993817898 · Robertshaw Controls Company PY 2024 · 401(k)

Robertshaw Controls Company 401(k) Plan · $31M · 145 · 78th

NET $31M
NET 145
NET 78th
NET 401(k)
NET near Rosenstein Fist & Ringold 401(k) Profit Sharing Plan
NET ind #12333

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 Manufacturing retirement plans → · Plans in Illinois →

End-of-year total assets ($M) among Robertshaw Controls Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)	$28M
Net Assets (End of Year)	$31M
Net Income	$3M
Employer EIN	993817898
Plan Effective Date	2014-06-02
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Robertshaw Controls Company 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
State Farm 401(k) Savings Plan $19.0B · 63,297
United Airlines Pilot Retirement Account Plan $16.8B · 16,659
Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
Walgreens Retirement Savings Plan $14.5B · 233,635

Compare Robertshaw Controls Company 401(k) Plan side-by-side with 3 peers →

Robertshaw Controls Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Rosenstein Fist & Ringold 401(k) Profit Sharing Plan in OK ($31M); by covered participants it is Lashbrook Jewelry Designs 401(k) Plan in UT (145 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Rosenstein Fist & Ringold 401(k) Profit Sharing Plan (OK) $31M · 27
Predictive Index Retirement Trust Plan (MA) $31M · 208
Fairfield County Healthcare Associates, P.C. 401(k) Profit Sharing Plan (CT) $31M · 113
Vimo, Inc. 401(k) P/S Plan (CA) $31M · 483

Similar participant headcount

Nearest other-state filings by covered participants (145 participants); asset peers above are excluded.

Lashbrook Jewelry Designs 401(k) Plan (UT) 145 · 0 off
Bayfirst Solutions 401(k) Plan (DC) 145 · 0 off
Bnccorp, Inc. 401(k) Savings Plan (ND) 145 · 0 off
Isun 401(k) Retirement Plan (PA) 145 · 0 off

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 Robertshaw Controls Company 401(k) Plan assets move in 2024? ▼

Robertshaw Controls Company 401(k) Plan grew at a solid clip - up 10.7% during 2024, from $28M to $31M. Reported net income was $3M.

Where does Robertshaw Controls Company 401(k) Plan rank by assets among Form 5500 filers? ▼

Robertshaw Controls Company 401(k) Plan ranks in the 78th 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 Robertshaw Controls Company 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Rosenstein Fist & Ringold 401(k) Profit Sharing Plan in OK ($31M, 27 participants).

Which 401(k) plans cover a similar participant headcount to Robertshaw Controls Company 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Lashbrook Jewelry Designs 401(k) Plan in UT (145 participants, N/A 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 993817898.