Plan5500

Robson Communities Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Robson Communities Inc (EIN 86-0665522) is a plan sponsor located in Sun Lakes, AZ with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
86-0665522
Location
Sun Lakes, AZ
Loaded plans
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$54.3MSummed across loaded plans$54,317,748
Total reported assets$54.3M$54,317,748
Total reported participants2.7K2,735
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$54.3M total assets
Net assets$54.3MLiabilities—
Contributions & income
Employer contributions$992.7K
Participant contributions$4.4M
Total income / additions$12.8M
Expenses & distributions
Benefits paid / distributions$3.7M
Total expenses$3.8M
Net increase / (decrease)$9M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation3 / 3 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets88%Robson Communities, Inc. & Participating Companies 401k Retirement Plan & Trust
Participants per plan912Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Robson Communities, Inc. & Participating Companies 401k Retirement Plan & Trust$47.9M
    Plan #001 · 1,459 participants · 2023
  2. 2
    Robson Communities, Inc. Homeowners Associations 401(K) Retirement Plan$6.5M
    Plan #002 · 698 participants · 2023
  3. 3
    Robson Communities Health Care Plannot reported in the loaded dataset
    Plan #501 · 578 participants · 2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Robson Communities Inc
YearPlanParticipantsSchedulesFiling
2023Robson Communities Health Care Plan578C20241015140456NAL0048300800001
2023Robson Communities, Inc. & Participating Companies 401k Retirement Plan & Trust1,459H, C20241015194836NAL0017138243001
2023Robson Communities, Inc. Homeowners Associations 401(K) Retirement Plan698H, C20241015194836NAL0017138243005

Related Form 5500 pages