Civic Intelligence

Roberts & Holland LLP

Plan context: Roberts & Holland Retirement Plan

EIN 13-1833405 • New York, NY • 25 filings • 2 plans

1675 Broadway, 17th FloorNew York, NY 10019-5844
Current Snapshot

Latest Year

2023

2023 Participants

71

2023 Assets

$75,321,802

2023 Contributions

$1,350,782

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$75,321,802$37,660,901$0199920142023YearValue
$75,321,802Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

77390199920122023YearValue
71Latest year 2023

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2023171$75,321,802$1,350,782$19,025iApproximate average salary by contribution assumption: employee only about $475,627 at 4% or $317,085 at 6%; with 50% employer match about $317,085 at 4% or $211,390 at 6%; with 100% employer match about $237,814 at 4% or $158,542 at 6%.
Roberts & Holland Retirement Plan-71$75,321,802$1,350,782$19,025iApproximate average salary by contribution assumption: employee only about $475,627 at 4% or $317,085 at 6%; with 50% employer match about $317,085 at 4% or $211,390 at 6%; with 100% employer match about $237,814 at 4% or $158,542 at 6%.
2022170$66,980,492$1,288,169$18,402iApproximate average salary by contribution assumption: employee only about $460,060 at 4% or $306,707 at 6%; with 50% employer match about $306,707 at 4% or $204,471 at 6%; with 100% employer match about $230,030 at 4% or $153,353 at 6%.
Roberts & Holland Retirement Plan-70$66,980,492$1,288,169$18,402iApproximate average salary by contribution assumption: employee only about $460,060 at 4% or $306,707 at 6%; with 50% employer match about $306,707 at 4% or $204,471 at 6%; with 100% employer match about $230,030 at 4% or $153,353 at 6%.
2021172$73,737,775$1,514,738$21,038iApproximate average salary by contribution assumption: employee only about $525,951 at 4% or $350,634 at 6%; with 50% employer match about $350,634 at 4% or $233,756 at 6%; with 100% employer match about $262,975 at 4% or $175,317 at 6%.
Roberts & Holland Retirement Plan-72$73,737,775$1,514,738$21,038iApproximate average salary by contribution assumption: employee only about $525,951 at 4% or $350,634 at 6%; with 50% employer match about $350,634 at 4% or $233,756 at 6%; with 100% employer match about $262,975 at 4% or $175,317 at 6%.
2020171$67,364,505$1,805,960$25,436iApproximate average salary by contribution assumption: employee only about $635,901 at 4% or $423,934 at 6%; with 50% employer match about $423,934 at 4% or $282,623 at 6%; with 100% employer match about $317,951 at 4% or $211,967 at 6%.
Roberts & Holland Retirement Plan-71$67,364,505$1,805,960$25,436iApproximate average salary by contribution assumption: employee only about $635,901 at 4% or $423,934 at 6%; with 50% employer match about $423,934 at 4% or $282,623 at 6%; with 100% employer match about $317,951 at 4% or $211,967 at 6%.
2019173$57,012,232$1,537,693$21,064iApproximate average salary by contribution assumption: employee only about $526,607 at 4% or $351,071 at 6%; with 50% employer match about $351,071 at 4% or $234,048 at 6%; with 100% employer match about $263,304 at 4% or $175,536 at 6%.
Roberts & Holland Retirement Plan-73$57,012,232$1,537,693$21,064iApproximate average salary by contribution assumption: employee only about $526,607 at 4% or $351,071 at 6%; with 50% employer match about $351,071 at 4% or $234,048 at 6%; with 100% employer match about $263,304 at 4% or $175,536 at 6%.
2018174$49,198,974$1,306,101$17,650iApproximate average salary by contribution assumption: employee only about $441,250 at 4% or $294,167 at 6%; with 50% employer match about $294,167 at 4% or $196,111 at 6%; with 100% employer match about $220,625 at 4% or $147,083 at 6%.
Roberts & Holland Retirement Plan-74$49,198,974$1,306,101$17,650iApproximate average salary by contribution assumption: employee only about $441,250 at 4% or $294,167 at 6%; with 50% employer match about $294,167 at 4% or $196,111 at 6%; with 100% employer match about $220,625 at 4% or $147,083 at 6%.
2017177$49,440,469$1,329,718$17,269iApproximate average salary by contribution assumption: employee only about $431,727 at 4% or $287,818 at 6%; with 50% employer match about $287,818 at 4% or $191,878 at 6%; with 100% employer match about $215,863 at 4% or $143,909 at 6%.
Roberts & Holland Retirement Plan-77$49,440,469$1,329,718$17,269iApproximate average salary by contribution assumption: employee only about $431,727 at 4% or $287,818 at 6%; with 50% employer match about $287,818 at 4% or $191,878 at 6%; with 100% employer match about $215,863 at 4% or $143,909 at 6%.
2016175$41,679,080$1,251,897$16,692iApproximate average salary by contribution assumption: employee only about $417,299 at 4% or $278,199 at 6%; with 50% employer match about $278,199 at 4% or $185,466 at 6%; with 100% employer match about $208,649 at 4% or $139,100 at 6%.
Roberts & Holland Retirement Plan-75$41,679,080$1,251,897$16,692iApproximate average salary by contribution assumption: employee only about $417,299 at 4% or $278,199 at 6%; with 50% employer match about $278,199 at 4% or $185,466 at 6%; with 100% employer match about $208,649 at 4% or $139,100 at 6%.
2015176$40,387,533$1,194,368$15,715iApproximate average salary by contribution assumption: employee only about $392,884 at 4% or $261,923 at 6%; with 50% employer match about $261,923 at 4% or $174,615 at 6%; with 100% employer match about $196,442 at 4% or $130,961 at 6%.
Roberts & Holland Retirement Plan-76$40,387,533$1,194,368$15,715iApproximate average salary by contribution assumption: employee only about $392,884 at 4% or $261,923 at 6%; with 50% employer match about $261,923 at 4% or $174,615 at 6%; with 100% employer match about $196,442 at 4% or $130,961 at 6%.
2014175$39,984,996$1,204,937$16,066iApproximate average salary by contribution assumption: employee only about $401,646 at 4% or $267,764 at 6%; with 50% employer match about $267,764 at 4% or $178,509 at 6%; with 100% employer match about $200,823 at 4% or $133,882 at 6%.
Roberts & Holland Retirement Plan-75$39,984,996$1,204,937$16,066iApproximate average salary by contribution assumption: employee only about $401,646 at 4% or $267,764 at 6%; with 50% employer match about $267,764 at 4% or $178,509 at 6%; with 100% employer match about $200,823 at 4% or $133,882 at 6%.
2013174$38,650,043$1,536,282$20,761iApproximate average salary by contribution assumption: employee only about $519,014 at 4% or $346,009 at 6%; with 50% employer match about $346,009 at 4% or $230,673 at 6%; with 100% employer match about $259,507 at 4% or $173,005 at 6%.
Roberts & Holland Retirement Plan-74$38,650,043$1,536,282$20,761iApproximate average salary by contribution assumption: employee only about $519,014 at 4% or $346,009 at 6%; with 50% employer match about $346,009 at 4% or $230,673 at 6%; with 100% employer match about $259,507 at 4% or $173,005 at 6%.
2012170$33,781,346$1,113,433$15,906iApproximate average salary by contribution assumption: employee only about $397,655 at 4% or $265,103 at 6%; with 50% employer match about $265,103 at 4% or $176,735 at 6%; with 100% employer match about $198,827 at 4% or $132,552 at 6%.
Roberts & Holland Retirement Plan-70$33,781,346$1,113,433$15,906iApproximate average salary by contribution assumption: employee only about $397,655 at 4% or $265,103 at 6%; with 50% employer match about $265,103 at 4% or $176,735 at 6%; with 100% employer match about $198,827 at 4% or $132,552 at 6%.
2011167$30,981,746$1,424,967$21,268iApproximate average salary by contribution assumption: employee only about $531,704 at 4% or $354,469 at 6%; with 50% employer match about $354,469 at 4% or $236,313 at 6%; with 100% employer match about $265,852 at 4% or $177,235 at 6%.
Roberts & Holland Retirement Plan-67$30,981,746$1,424,967$21,268iApproximate average salary by contribution assumption: employee only about $531,704 at 4% or $354,469 at 6%; with 50% employer match about $354,469 at 4% or $236,313 at 6%; with 100% employer match about $265,852 at 4% or $177,235 at 6%.
2010172$28,942,383$872,476$12,118iApproximate average salary by contribution assumption: employee only about $302,943 at 4% or $201,962 at 6%; with 50% employer match about $201,962 at 4% or $134,641 at 6%; with 100% employer match about $151,472 at 4% or $100,981 at 6%.
Roberts & Holland Retirement Plan-72$28,942,383$872,476$12,118iApproximate average salary by contribution assumption: employee only about $302,943 at 4% or $201,962 at 6%; with 50% employer match about $201,962 at 4% or $134,641 at 6%; with 100% employer match about $151,472 at 4% or $100,981 at 6%.
2009172$25,901,654$1,172,430$16,284iApproximate average salary by contribution assumption: employee only about $407,094 at 4% or $271,396 at 6%; with 50% employer match about $271,396 at 4% or $180,931 at 6%; with 100% employer match about $203,547 at 4% or $135,698 at 6%.
Roberts & Holland Retirement Plan-72$25,901,654$1,172,430$16,284iApproximate average salary by contribution assumption: employee only about $407,094 at 4% or $271,396 at 6%; with 50% employer match about $271,396 at 4% or $180,931 at 6%; with 100% employer match about $203,547 at 4% or $135,698 at 6%.
2008172$22,042$1,185,414$16,464iApproximate average salary by contribution assumption: employee only about $411,602 at 4% or $274,401 at 6%; with 50% employer match about $274,401 at 4% or $182,934 at 6%; with 100% employer match about $205,801 at 4% or $137,201 at 6%.
Roberts & Holland Retirement Plan-72$22,042$1,185,414$16,464iApproximate average salary by contribution assumption: employee only about $411,602 at 4% or $274,401 at 6%; with 50% employer match about $274,401 at 4% or $182,934 at 6%; with 100% employer match about $205,801 at 4% or $137,201 at 6%.
2007168$0$0-
Roberts & Holland Retirement Plan-68---
2006169$0$0-
Roberts & Holland Retirement Plan-69---
2005154$22,294,666$1,299,921$24,073iApproximate average salary by contribution assumption: employee only about $601,815 at 4% or $401,210 at 6%; with 50% employer match about $401,210 at 4% or $267,473 at 6%; with 100% employer match about $300,908 at 4% or $200,605 at 6%.
Roberts & Holland Retirement Plan-54$22,294,666$1,299,921$24,073iApproximate average salary by contribution assumption: employee only about $601,815 at 4% or $401,210 at 6%; with 50% employer match about $401,210 at 4% or $267,473 at 6%; with 100% employer match about $300,908 at 4% or $200,605 at 6%.
2004158$19,743,750$944,665$16,287iApproximate average salary by contribution assumption: employee only about $407,183 at 4% or $271,455 at 6%; with 50% employer match about $271,455 at 4% or $180,970 at 6%; with 100% employer match about $203,592 at 4% or $135,728 at 6%.
Roberts & Holland Retirement Plan-58$19,743,750$944,665$16,287iApproximate average salary by contribution assumption: employee only about $407,183 at 4% or $271,455 at 6%; with 50% employer match about $271,455 at 4% or $180,970 at 6%; with 100% employer match about $203,592 at 4% or $135,728 at 6%.
2003157$0$0-
Roberts & Holland Retirement Plan-57---
2002157$15,853,101$811,259$14,233iApproximate average salary by contribution assumption: employee only about $355,815 at 4% or $237,210 at 6%; with 50% employer match about $237,210 at 4% or $158,140 at 6%; with 100% employer match about $177,908 at 4% or $118,605 at 6%.
Roberts & Holland Retirement Plan-57$15,853,101$811,259$14,233iApproximate average salary by contribution assumption: employee only about $355,815 at 4% or $237,210 at 6%; with 50% employer match about $237,210 at 4% or $158,140 at 6%; with 100% employer match about $177,908 at 4% or $118,605 at 6%.
2001160$0$0-
Roberts & Holland Retirement Plan-60---
200010$0$0-
Roberts & Holland Retirement Plan-0---
1999153$15,147,688$640,781$12,090iApproximate average salary by contribution assumption: employee only about $302,255 at 4% or $201,503 at 6%; with 50% employer match about $201,503 at 4% or $134,336 at 6%; with 100% employer match about $151,128 at 4% or $100,752 at 6%.
Roberts & Holland Retirement Plan-53$15,147,688$640,781$12,090iApproximate average salary by contribution assumption: employee only about $302,255 at 4% or $201,503 at 6%; with 50% employer match about $201,503 at 4% or $134,336 at 6%; with 100% employer match about $151,128 at 4% or $100,752 at 6%.