How big is Roberts Mechanical Equipment Company's plan?

Roberts Mechanical Equipment Company's plan reported $241K in assets and 10 participants for 2025.

Original filing (PDF)20260423164108NAL0010718738001

Roberts Mechanical Equipment Company

Name: Roberts Mechanical Equipment Company — Roberts, Form 5500 (2025)
Creator: Roberts Mechanical Equipment Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roberts Mechanical Equipment Company 401(k) Retirement Plan

401(k) retirement plan · Roberts Mechanical Equipment Company's Roberts Mechanical Equipment Company 401(k) Retirement Plan held $241K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$241K

Net assets (EOY)

$241K

Plan identifiers

Roberts Mechanical Equipment Company's EIN is 02-0581138.

EIN 02-0581138

Plan number 001

Plan year 2025

ACK ID 20260423164108NAL0010718738001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Roberts Mechanical Equipment Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Roberts Mechanical Equipment Company's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERTS MECHANICAL EQUIPMENT COMPANY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off