ESOP · DOL Form 5500 · 2024

Robb-Jack Corporation ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
80
Participants Small participant base
48th
Percentile by assets National rank
$86,521
Avg per participant Below avg balance/head
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Official DOL plan name: Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan · Sponsored by Robb-Jack Corporation · California · Manufacturing

$7M in assets, 80 participants

Robb-Jack Corporation's Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan reported $7M in total assets and 80 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #5,685 in Manufacturing (17,777 peers)

What the 2024 filing shows

Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan holds $7M for 80 participants - about $86,521 per participant, in the lower half of filed plans by assets.

#5,685
in Manufacturing (17,777 peers)
+6.5%
assets growth YoY

Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan vs every filed plan by assets

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

$6,921,693 48th percentile higher than 48% 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

Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan reported net income rose from -$499K in the plan year 2023 filing to $421K in the plan year 2024 filing.
  • Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan reported participants rose from 73 in the plan year 2023 filing to 80 in the plan year 2024 filing.
  • Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 941518403 · Robb-Jack Corporation PY 2024 · ESOP

Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan · $7M · 80 · 48th

  • EOY $7M
  • 5500 80
  • ASSETS 48th
  • PCT ESOP
  • EIN near Qw ESOP
  • RANK ind #5685

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 California →

Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan in the asset neighbourhood

Sports Imports, Inc. Employee Stock Ownership PlanSports Imports, Inc. Employe…$7MAmerimet Corp. Employee Stock Ownership PlanAmerimet Corp. Employee Stoc…$7MRobb-Jack Corporation Stock Bonus Employee Stock Ownership PlanRobb-Jack Corporation Stock …$7MQw ESOP$7MKeenan Energy Company Employee Stock Ownership Plan and TrustKeenan Energy Company Employ…$7M
End-of-year total assets ($M) among Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$421K
Employer EIN941518403
Plan Effective Date2001-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robb-Jack Corporation)

Sponsor-wide plan assets over time

All Robb-Jack Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$7M 1.1144052214824125% vs 2022
2024 filing year
$6.4M$6.6M$6.8M$7M$7.2M 202220232024 $7M $6.92M ▼ -1.1%
Year Plans Participants Total Assets
2022 1 73 $7M
2023 1 73 $7M
2024 1 80 $7M

Nearby ESOP Plans in California

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

Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan, Total assets ($B): 0.006921693 · Participants: 80Robb-Jack Corporation Stock Bonus Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Qw ESOP in NC ($7M); by covered participants it is Sands Wall Systems, Inc. Employee Stock Ownership Plan in SD (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan assets move in 2024?
Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan grew at a solid clip - up 6.5% during 2024, from $7M to $7M. Reported net income was $421K.
How have Robb-Jack Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Robb-Jack Corporation's sponsor-wide assets declined 1.1%, from $7M to $7M.
Which ESOP plans are similar in size to Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Qw ESOP in NC ($7M, 243 participants).
Which ESOP plans cover a similar participant headcount to Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Sands Wall Systems, Inc. Employee Stock Ownership Plan in SD (80 participants, $15M in assets).