Back to filter
Original filing (PDF)20251013070726NAL0001919170002
ROBERT JACOBS, INC.
Form 5500-SF
FILING_RECEIVED
ROBERT JACOBS, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
15
Accounts w/ balance
17
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT JACOBS, INC..
Plan sponsor
Name
ROBERT JACOBS, INC.
EIN
31-0623871
Address
3743 STRUBLE ROAD · CINCINNATI, OH · 45251
Phone
(513) 385-8505
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Construction plans
RL ASSOCIATES, INC.
RL ASSOCIATES, INC. PROFIT SHARING PLAN
$2.3M · 4 participants
MIDWEST REFRIGERATION SRVC & SUPPLY CO
MIDWEST REFRIGERATION SRVC & SUPPLY CO DBA MW MECHANICAL SRVCS & SOLUTIONS 401(K) PROFIT SHARING PLAN
$2.3M · 16 participants
EARTH SHELTER DEVELOPERS, A.C.C.
EARTH SHELTER DEVELOPERS, A.C.C. 401(K) PROFIT SHARING PLAN AND TRUST
$2.3M · 10 participants
BLEYLE ELEVATOR INC
BLEYLE ELEVATOR INC DEFINED BENEFIT PENSION PLAN
$2.3M · 17 participants
PARAGON MECHANICAL INC.
PARAGON MECHANICAL INC. 401(K) PLAN
$2.3M · 31 participants
R.S. DALE COMPANY, INC.
R.S. DALE COMPANY, INC. SAFE HARBOR 401(K) PLAN
$2.3M · 60 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants