How big is RBO & Co., LLC's plan?

RBO & Co., LLC's plan reported $2.8M in assets and 8 participants for 2024.

Original filing (PDF)20250722153309NAL0002964849001

RBO & Co., LLC

Name: RBO & Co., LLC — RBO & Co, LLC 401(k) Plan, Form 5500 (2024)
Creator: RBO & Co., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RBO & Co, LLC 401(k) Plan

401(k) retirement plan · RBO & Co., LLC's RBO & Co, LLC 401(k) Plan held $2.8M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

John Oliver signed RBO & Co., LLC's 2024 Form 5500 as plan administrator.

John Oliver — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

RBO & Co., LLC's EIN is 68-0474044.

EIN 68-0474044

Plan number 001

Plan year 2024

ACK ID 20250722153309NAL0002964849001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for RBO & Co., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

RBO & Co., LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RBO & CO., LLC.

Finding similar companies…

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Plan sponsor

Name

RBO & CO., LLC

EIN

all filings

Address

PO BOX 306 · SAINT HELENA, CA · 945740306

Phone

(707) 963-1231

Industry

Finance & Insurance

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

2025-07-22

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Horizon Agency, Inc.

Horizon Agency, Inc. Profit Sharing & Salary Reduction Plan

$2.8M

Old West Investment Management, LLC

Old West Investment Management, LLC Retirement Trust

$2.8M · 6 participants

Kelly Financial Group LLC

Kelly Financial Group LLC 401(k) Profit Sharing Plan & Trust

$2.8M · 11 participants

Great Atlantic Finance Corpora

Great Atlantic Finance Corpora 401(k) Profit Sharing Plan & Trust

$2.8M · 3 participants

Ironwood Investment Counsel, LLC

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.