Robertson Transformer Co.
Plan context: Robertson Transformer Co. United Auto Workers 401K Plan
EIN 36-3061296 • Bradenton, FL • 54 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$1,821,978
2024 Contributions
$100,599
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 6 | $1,821,978 | $100,599 | $16,767iApproximate average salary by contribution assumption: employee only about $419,163 at 4% or $279,442 at 6%; with 50% employer match about $279,442 at 4% or $186,294 at 6%; with 100% employer match about $209,581 at 4% or $139,721 at 6%. |
| Robertson Transformer Co. United Auto Workers 401K Plan | - | 6 | $1,821,978 | $100,599 | $16,767iApproximate average salary by contribution assumption: employee only about $419,163 at 4% or $279,442 at 6%; with 50% employer match about $279,442 at 4% or $186,294 at 6%; with 100% employer match about $209,581 at 4% or $139,721 at 6%. |
| 2023 | 1 | 7 | $1,592,874 | $102,891 | $14,699iApproximate average salary by contribution assumption: employee only about $367,468 at 4% or $244,979 at 6%; with 50% employer match about $244,979 at 4% or $163,319 at 6%; with 100% employer match about $183,734 at 4% or $122,489 at 6%. |
| Robertson Transformer Co. United Auto Workers 401K Plan | - | 7 | $1,592,874 | $102,891 | $14,699iApproximate average salary by contribution assumption: employee only about $367,468 at 4% or $244,979 at 6%; with 50% employer match about $244,979 at 4% or $163,319 at 6%; with 100% employer match about $183,734 at 4% or $122,489 at 6%. |
| 2022 | 1 | 7 | $1,370,292 | $174,275 | $24,896iApproximate average salary by contribution assumption: employee only about $622,411 at 4% or $414,940 at 6%; with 50% employer match about $414,940 at 4% or $276,627 at 6%; with 100% employer match about $311,205 at 4% or $207,470 at 6%. |
| Robertson Transformer Co. United Auto Workers 401K Plan | - | 7 | $1,370,292 | $174,275 | $24,896iApproximate average salary by contribution assumption: employee only about $622,411 at 4% or $414,940 at 6%; with 50% employer match about $414,940 at 4% or $276,627 at 6%; with 100% employer match about $311,205 at 4% or $207,470 at 6%. |
| 2021 | 1 | 8 | $1,133,378 | $535,275 | $66,909iApproximate average salary by contribution assumption: employee only about $1,672,734 at 4% or $1,115,156 at 6%; with 50% employer match about $1,115,156 at 4% or $743,438 at 6%; with 100% employer match about $836,367 at 4% or $557,578 at 6%. |
| Robertson Transformer Co. United Auto Workers 401K Plan | - | 8 | $1,133,378 | $535,275 | $66,909iApproximate average salary by contribution assumption: employee only about $1,672,734 at 4% or $1,115,156 at 6%; with 50% employer match about $1,115,156 at 4% or $743,438 at 6%; with 100% employer match about $836,367 at 4% or $557,578 at 6%. |
| 2020 | 1 | 10 | $2,803,164 | $92,351 | $9,235iApproximate average salary by contribution assumption: employee only about $230,878 at 4% or $153,918 at 6%; with 50% employer match about $153,918 at 4% or $102,612 at 6%; with 100% employer match about $115,439 at 4% or $76,959 at 6%. |
| Robertson Transformer Co. United Auto Workers 401K Plan | - | 10 | $2,803,164 | $92,351 | $9,235iApproximate average salary by contribution assumption: employee only about $230,878 at 4% or $153,918 at 6%; with 50% employer match about $153,918 at 4% or $102,612 at 6%; with 100% employer match about $115,439 at 4% or $76,959 at 6%. |
| 2019 | 1 | 13 | $2,330,993 | $15,961 | $1,228iApproximate average salary by contribution assumption: employee only about $30,694 at 4% or $20,463 at 6%; with 50% employer match about $20,463 at 4% or $13,642 at 6%; with 100% employer match about $15,347 at 4% or $10,231 at 6%. |
| Robertson Transformer Co. United Auto Workers 401K Plan | - | 13 | $2,330,993 | $15,961 | $1,228iApproximate average salary by contribution assumption: employee only about $30,694 at 4% or $20,463 at 6%; with 50% employer match about $20,463 at 4% or $13,642 at 6%; with 100% employer match about $15,347 at 4% or $10,231 at 6%. |
| 2015 | 1 | 0 | $0 | $548 | - |
| ROBERTSON HOURLY EMPLOYEES' RETIREMENT PLAN | - | 0 | $0 | $548 | - |
| 2014 | 1 | 16 | $310,703 | $17,498 | $1,094iApproximate average salary by contribution assumption: employee only about $27,341 at 4% or $18,227 at 6%; with 50% employer match about $18,227 at 4% or $12,151 at 6%; with 100% employer match about $13,670 at 4% or $9,114 at 6%. |
| ROBERTSON HOURLY EMPLOYEES' RETIREMENT PLAN | - | 16 | $310,703 | $17,498 | $1,094iApproximate average salary by contribution assumption: employee only about $27,341 at 4% or $18,227 at 6%; with 50% employer match about $18,227 at 4% or $12,151 at 6%; with 100% employer match about $13,670 at 4% or $9,114 at 6%. |
| 2013 | 2 | 22 | $389,300 | $69,380 | $3,154iApproximate average salary by contribution assumption: employee only about $78,841 at 4% or $52,561 at 6%; with 50% employer match about $52,561 at 4% or $35,040 at 6%; with 100% employer match about $39,420 at 4% or $26,280 at 6%. |
| ROBERTSON HOURLY EMPLOYEES' RETIREMENT PLAN | - | 22 | $389,300 | $19,197 | $873iApproximate average salary by contribution assumption: employee only about $21,815 at 4% or $14,543 at 6%; with 50% employer match about $14,543 at 4% or $9,695 at 6%; with 100% employer match about $10,907 at 4% or $7,272 at 6%. |
| Robertson Transformer Co. Profit Sharing and 401K Plan | - | 0 | $0 | $50,183 | - |
| 2012 | 2 | 32 | $2,589,295 | $159,081 | $4,971iApproximate average salary by contribution assumption: employee only about $124,282 at 4% or $82,855 at 6%; with 50% employer match about $82,855 at 4% or $55,236 at 6%; with 100% employer match about $62,141 at 4% or $41,427 at 6%. |
| Robertson Transformer Co. Profit Sharing and 401K Plan | - | 32 | $2,231,469 | $147,258 | $4,602iApproximate average salary by contribution assumption: employee only about $115,045 at 4% or $76,697 at 6%; with 50% employer match about $76,697 at 4% or $51,131 at 6%; with 100% employer match about $57,523 at 4% or $38,348 at 6%. |
| ROBERTSON HOURLY EMPLOYEES' RETIREMENT PLAN | - | 25 | $357,826 | $11,823 | $473iApproximate average salary by contribution assumption: employee only about $11,823 at 4% or $7,882 at 6%; with 50% employer match about $7,882 at 4% or $5,255 at 6%; with 100% employer match about $5,912 at 4% or $3,941 at 6%. |
| 2011 | 2 | 38 | $2,570,540 | $146,085 | $3,844iApproximate average salary by contribution assumption: employee only about $96,109 at 4% or $64,072 at 6%; with 50% employer match about $64,072 at 4% or $42,715 at 6%; with 100% employer match about $48,054 at 4% or $32,036 at 6%. |
| Robertson Transformer Co. Profit Sharing and 401K Plan | - | 38 | $2,194,676 | $120,852 | $3,180iApproximate average salary by contribution assumption: employee only about $79,508 at 4% or $53,005 at 6%; with 50% employer match about $53,005 at 4% or $35,337 at 6%; with 100% employer match about $39,754 at 4% or $26,503 at 6%. |
| ROBERTSON HOURLY EMPLOYEES RETIREMENT PLAN | - | 30 | $375,864 | $25,233 | $841iApproximate average salary by contribution assumption: employee only about $21,028 at 4% or $14,018 at 6%; with 50% employer match about $14,018 at 4% or $9,346 at 6%; with 100% employer match about $10,514 at 4% or $7,009 at 6%. |
| 2010 | 2 | 46 | $3,012,429 | $156,808 | $3,409iApproximate average salary by contribution assumption: employee only about $85,222 at 4% or $56,814 at 6%; with 50% employer match about $56,814 at 4% or $37,876 at 6%; with 100% employer match about $42,611 at 4% or $28,407 at 6%. |
| Robertson Transformer Co. Profit Sharing and 401K Plan | - | 46 | $2,643,540 | $132,122 | $2,872iApproximate average salary by contribution assumption: employee only about $71,805 at 4% or $47,870 at 6%; with 50% employer match about $47,870 at 4% or $31,914 at 6%; with 100% employer match about $35,903 at 4% or $23,935 at 6%. |
| ROBERTSON HOURLY EMPLOYEES RETIREMENT PLAN | - | 42 | $368,889 | $24,686 | $588iApproximate average salary by contribution assumption: employee only about $14,694 at 4% or $9,796 at 6%; with 50% employer match about $9,796 at 4% or $6,531 at 6%; with 100% employer match about $7,347 at 4% or $4,898 at 6%. |
| 2009 | 4 | 48 | $3,398,426 | $181,065 | $3,772iApproximate average salary by contribution assumption: employee only about $94,305 at 4% or $62,870 at 6%; with 50% employer match about $62,870 at 4% or $41,913 at 6%; with 100% employer match about $47,152 at 4% or $31,435 at 6%. |
| Robertson Transformer Co. Profit Sharing and 401K Plan | - | 33 | $3,035,844 | $160,138 | $4,853iApproximate average salary by contribution assumption: employee only about $121,317 at 4% or $80,878 at 6%; with 50% employer match about $80,878 at 4% or $53,919 at 6%; with 100% employer match about $60,658 at 4% or $40,439 at 6%. |
| ROBERTSON HOURLY EMPLOYEES RETIREMENT PLAN | - | 48 | $362,582 | $20,927 | $436iApproximate average salary by contribution assumption: employee only about $10,899 at 4% or $7,266 at 6%; with 50% employer match about $7,266 at 4% or $4,844 at 6%; with 100% employer match about $5,450 at 4% or $3,633 at 6%. |
| ROBERTSON HOURLY EMPLOYEES' RETIREMENT PLAN | - | - | - | - | - |
| Robertson Transformer Co. Profit Sharing and 401K Plan | - | - | - | - | - |
| 2008 | 1 | 41 | $2,617,325 | $451,471 | $11,011iApproximate average salary by contribution assumption: employee only about $275,287 at 4% or $183,525 at 6%; with 50% employer match about $183,525 at 4% or $122,350 at 6%; with 100% employer match about $137,644 at 4% or $91,762 at 6%. |
| Robertson Transformer Co. Profit Sharing and 401K Plan | - | 41 | $2,617,325 | $451,471 | $11,011iApproximate average salary by contribution assumption: employee only about $275,287 at 4% or $183,525 at 6%; with 50% employer match about $183,525 at 4% or $122,350 at 6%; with 100% employer match about $137,644 at 4% or $91,762 at 6%. |
| 2007 | 4 | 91 | $3,686,954 | $276,743 | $3,041iApproximate average salary by contribution assumption: employee only about $76,028 at 4% or $50,686 at 6%; with 50% employer match about $50,686 at 4% or $33,790 at 6%; with 100% employer match about $38,014 at 4% or $25,343 at 6%. |
| Robertson Transformer Co. Profit Sharing and 401K Plan | - | 50 | $3,686,954 | $276,743 | $5,535iApproximate average salary by contribution assumption: employee only about $138,372 at 4% or $92,248 at 6%; with 50% employer match about $92,248 at 4% or $61,498 at 6%; with 100% employer match about $69,186 at 4% or $46,124 at 6%. |
| ROBERTSON TRANSFORMER COMPANY HEALTH CARE AND SECTION 125 PLANS | - | 91 | - | - | - |
| ROBERTSON WORLDWIDE WELFARE BENEFIT PLAN | - | 91 | - | - | - |
| ROBERTSON HOURLY EMPLOYEES RETIREMENT PLAN | - | 45 | - | - | - |
| 2006 | 4 | 151 | $3,569,109 | $219,810 | $1,456iApproximate average salary by contribution assumption: employee only about $36,392 at 4% or $24,262 at 6%; with 50% employer match about $24,262 at 4% or $16,174 at 6%; with 100% employer match about $18,196 at 4% or $12,131 at 6%. |
| Robertson Transformer Co. Profit Sharing and 401K Plan | - | 55 | $3,569,109 | $219,810 | $3,997iApproximate average salary by contribution assumption: employee only about $99,914 at 4% or $66,609 at 6%; with 50% employer match about $66,609 at 4% or $44,406 at 6%; with 100% employer match about $49,957 at 4% or $33,305 at 6%. |
| ROBERTSON TRANSFORMER COMPANY HEALTH CARE AND SECTION 125 PLANS | - | 151 | - | - | - |
| ROBERTSON WORLDWIDE WELFARE BENEFIT PLAN | - | 136 | - | - | - |
| ROBERTSON HOURLY EMPLOYEES RETIREMENT PLAN | - | 53 | - | - | - |
| 2005 | 4 | 189 | $3,026,822 | $210,649 | $1,115iApproximate average salary by contribution assumption: employee only about $27,864 at 4% or $18,576 at 6%; with 50% employer match about $18,576 at 4% or $12,384 at 6%; with 100% employer match about $13,932 at 4% or $9,288 at 6%. |
| Robertson Transformer Co. Profit Sharing and 401K Plan | - | 56 | $3,026,822 | $210,649 | $3,762iApproximate average salary by contribution assumption: employee only about $94,040 at 4% or $62,693 at 6%; with 50% employer match about $62,693 at 4% or $41,795 at 6%; with 100% employer match about $47,020 at 4% or $31,347 at 6%. |
| ROBERTSON WORLDWIDE WELFARE BENEFIT PLAN | - | 175 | - | - | - |
| ROBERTSON TRANSFORMER COMPANY HEALTH CARE AND SECTION 125 PLANS | - | 189 | - | - | - |
| ROBERTSON HOURLY EMPLOYEES RETIREMENT PLAN | - | 68 | - | - | - |
| 2004 | 3 | 188 | $2,731,035 | $201,061 | $1,069iApproximate average salary by contribution assumption: employee only about $26,737 at 4% or $17,825 at 6%; with 50% employer match about $17,825 at 4% or $11,883 at 6%; with 100% employer match about $13,368 at 4% or $8,912 at 6%. |
| Robertson Transformer Co. Profit Sharing and 401K Plan | - | 53 | $2,731,035 | $201,061 | $3,794iApproximate average salary by contribution assumption: employee only about $94,840 at 4% or $63,227 at 6%; with 50% employer match about $63,227 at 4% or $42,151 at 6%; with 100% employer match about $47,420 at 4% or $31,613 at 6%. |
| ROBERTSON WORLDWIDE WELFARE BENEFIT PLAN | - | 188 | - | - | - |
| ROBERTSON HOURLY EMPLOYEES RETIREMENT PLAN | - | 129 | - | - | - |
| 2003 | 4 | 283 | $2,658,322 | $282,429 | $998iApproximate average salary by contribution assumption: employee only about $24,950 at 4% or $16,633 at 6%; with 50% employer match about $16,633 at 4% or $11,089 at 6%; with 100% employer match about $12,475 at 4% or $8,317 at 6%. |
| Robertson Transformer Co. Profit Sharing and 401K Plan | - | 48 | $2,375,099 | $206,511 | $4,302iApproximate average salary by contribution assumption: employee only about $107,558 at 4% or $71,705 at 6%; with 50% employer match about $71,705 at 4% or $47,803 at 6%; with 100% employer match about $53,779 at 4% or $35,853 at 6%. |
| ROBERTSON HOURLY EMPLOYEES RETIREMENT PLAN | - | 172 | $283,223 | $75,918 | $441iApproximate average salary by contribution assumption: employee only about $11,035 at 4% or $7,356 at 6%; with 50% employer match about $7,356 at 4% or $4,904 at 6%; with 100% employer match about $5,517 at 4% or $3,678 at 6%. |
| ROBERTSON WORLDWIDE WELFARE BENEFIT PLAN | - | 235 | - | - | - |
| ROBERTSON TRANSFORMER COMPANY HEALTH CARE AND SECTION 125 PLANS | - | 283 | - | - | - |
| 2002 | 4 | 224 | $2,353,033 | $318,691 | $1,423iApproximate average salary by contribution assumption: employee only about $35,568 at 4% or $23,712 at 6%; with 50% employer match about $23,712 at 4% or $15,808 at 6%; with 100% employer match about $17,784 at 4% or $11,856 at 6%. |
| Robertson Transformer Co. Profit Sharing and 401K Plan | - | 50 | $2,157,266 | $211,124 | $4,222iApproximate average salary by contribution assumption: employee only about $105,562 at 4% or $70,375 at 6%; with 50% employer match about $70,375 at 4% or $46,916 at 6%; with 100% employer match about $52,781 at 4% or $35,187 at 6%. |
| ROBERTSON HOURLY EMPLOYEES RETIREMENT PLAN | - | 192 | $195,767 | $107,567 | $560iApproximate average salary by contribution assumption: employee only about $14,006 at 4% or $9,337 at 6%; with 50% employer match about $9,337 at 4% or $6,225 at 6%; with 100% employer match about $7,003 at 4% or $4,669 at 6%. |
| ROBERTSON WORLDWIDE WELFARE BENEFIT PLAN | - | 220 | - | - | - |
| ROBERTSON TRANSFORMER COMPANY HEALTH CARE AND SECTION 125 PLANS | - | 224 | - | - | - |
| 2001 | 4 | 263 | $124,977 | $127,530 | $485iApproximate average salary by contribution assumption: employee only about $12,123 at 4% or $8,082 at 6%; with 50% employer match about $8,082 at 4% or $5,388 at 6%; with 100% employer match about $6,061 at 4% or $4,041 at 6%. |
| ROBERTSON HOURLY EMPLOYEES RETIREMENT PLAN | - | 243 | $124,977 | $127,530 | $525iApproximate average salary by contribution assumption: employee only about $13,120 at 4% or $8,747 at 6%; with 50% employer match about $8,747 at 4% or $5,831 at 6%; with 100% employer match about $6,560 at 4% or $4,373 at 6%. |
| ROBERTSON WORLDWIDE WELFARE BENEFIT PLAN | - | 253 | - | - | - |
| ROBERTSON TRANSFORMER COMPANY HEALTH CARE AND SECTION 125 PLANS | - | 263 | - | - | - |
| Robertson Transformer Co. Profit Sharing and 401K Plan | - | 90 | - | - | - |
| 2000 | 4 | 321 | $3,862,690 | $388,452 | $1,210iApproximate average salary by contribution assumption: employee only about $30,253 at 4% or $20,169 at 6%; with 50% employer match about $20,169 at 4% or $13,446 at 6%; with 100% employer match about $15,127 at 4% or $10,084 at 6%. |
| Robertson Transformer Co. Profit Sharing and 401K Plan | - | 120 | $3,862,690 | $388,452 | $3,237iApproximate average salary by contribution assumption: employee only about $80,928 at 4% or $53,952 at 6%; with 50% employer match about $53,952 at 4% or $35,968 at 6%; with 100% employer match about $40,464 at 4% or $26,976 at 6%. |
| ROBERTSON TRANSFORMER COMPANY HEALTH CARE AND SECTION 125 PLANS | - | 321 | - | - | - |
| ROBERTSON WORLDWIDE WELFARE BENEFIT PLAN | - | 313 | - | - | - |
| Robertson Transformer Co. United Auto Workers 401K Plan | - | 24 | - | - | - |
| 1999 | 2 | 117 | $4,543,926 | $465,020 | $3,975iApproximate average salary by contribution assumption: employee only about $99,363 at 4% or $66,242 at 6%; with 50% employer match about $66,242 at 4% or $44,161 at 6%; with 100% employer match about $49,682 at 4% or $33,121 at 6%. |
| Robertson Transformer Co. Profit Sharing and 401K Plan | - | 117 | $4,469,886 | $420,791 | $3,597iApproximate average salary by contribution assumption: employee only about $89,913 at 4% or $59,942 at 6%; with 50% employer match about $59,942 at 4% or $39,961 at 6%; with 100% employer match about $44,956 at 4% or $29,971 at 6%. |
| Robertson Transformer Co. United Auto Workers 401K Plan | - | 51 | $74,040 | $44,229 | $867iApproximate average salary by contribution assumption: employee only about $21,681 at 4% or $14,454 at 6%; with 50% employer match about $14,454 at 4% or $9,636 at 6%; with 100% employer match about $10,840 at 4% or $7,227 at 6%. |