Civic Intelligence

The Robins & Morton Group

Plan context: The Robins & Morton Retirement Savings Plan

EIN 63-1076743 • Birmingham, AL • 53 filings • 7 plans

400 Shades Creek PkwyBirmingham, AL 35209
Current Snapshot

Latest Year

2024

2024 Participants

1,522

2024 Assets

$221,696,596

2024 Contributions

$23,429,805

Historical Graphs

Total Assets Over Time

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

$221,696,596$110,848,298$0200020122024YearValue
$221,696,596Latest year 2024

Participants Over Time

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

1,5227610200020122024YearValue
1,522Latest year 2024

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
202421,522$221,696,596$23,429,805$15,394iApproximate average salary by contribution assumption: employee only about $384,852 at 4% or $256,568 at 6%; with 50% employer match about $256,568 at 4% or $171,045 at 6%; with 100% employer match about $192,426 at 4% or $128,284 at 6%.
The Robins & Morton Retirement Savings Plan-1,522$221,696,596$23,429,805$15,394iApproximate average salary by contribution assumption: employee only about $384,852 at 4% or $256,568 at 6%; with 50% employer match about $256,568 at 4% or $171,045 at 6%; with 100% employer match about $192,426 at 4% or $128,284 at 6%.
Robins & Morton Employee Medical, Dental and Fsa Plan-1,477---
202321,425$186,313,325$21,789,712$15,291iApproximate average salary by contribution assumption: employee only about $382,276 at 4% or $254,850 at 6%; with 50% employer match about $254,850 at 4% or $169,900 at 6%; with 100% employer match about $191,138 at 4% or $127,425 at 6%.
The Robins & Morton Retirement Savings Plan-1,409$186,313,325$21,789,712$15,465iApproximate average salary by contribution assumption: employee only about $386,617 at 4% or $257,744 at 6%; with 50% employer match about $257,744 at 4% or $171,830 at 6%; with 100% employer match about $193,308 at 4% or $128,872 at 6%.
Robins & Morton Employee Medical, Dental and Fsa Plan-1,425---
202221,317$151,095,467$19,005,434$14,431iApproximate average salary by contribution assumption: employee only about $360,771 at 4% or $240,514 at 6%; with 50% employer match about $240,514 at 4% or $160,343 at 6%; with 100% employer match about $180,386 at 4% or $120,257 at 6%.
The Robins & Morton Retirement Savings Plan-1,282$151,095,467$19,005,434$14,825iApproximate average salary by contribution assumption: employee only about $370,621 at 4% or $247,081 at 6%; with 50% employer match about $247,081 at 4% or $164,720 at 6%; with 100% employer match about $185,310 at 4% or $123,540 at 6%.
Robins & Morton Employee Medical, Dental and Fsa Plan-1,317---
202121,205$166,002,185$16,044,360$13,315iApproximate average salary by contribution assumption: employee only about $332,871 at 4% or $221,914 at 6%; with 50% employer match about $221,914 at 4% or $147,942 at 6%; with 100% employer match about $166,435 at 4% or $110,957 at 6%.
The Robins & Morton Retirement Savings Plan-1,152$166,002,185$16,044,360$13,927iApproximate average salary by contribution assumption: employee only about $348,185 at 4% or $232,123 at 6%; with 50% employer match about $232,123 at 4% or $154,749 at 6%; with 100% employer match about $174,092 at 4% or $116,062 at 6%.
Robins & Morton Employee Medical, Dental and Fsa Plan-1,205---
202021,090$140,641,221$13,151,803$12,066iApproximate average salary by contribution assumption: employee only about $301,647 at 4% or $201,098 at 6%; with 50% employer match about $201,098 at 4% or $134,065 at 6%; with 100% employer match about $150,823 at 4% or $100,549 at 6%.
The Robins & Morton Retirement Savings Plan-1,071$140,641,221$13,151,803$12,280iApproximate average salary by contribution assumption: employee only about $306,998 at 4% or $204,665 at 6%; with 50% employer match about $204,665 at 4% or $136,444 at 6%; with 100% employer match about $153,499 at 4% or $102,333 at 6%.
Robins & Morton Employee Medical, Dental and Fsa Plan-1,090---
201921,214$118,225,126$11,222,982$9,245iApproximate average salary by contribution assumption: employee only about $231,116 at 4% or $154,077 at 6%; with 50% employer match about $154,077 at 4% or $102,718 at 6%; with 100% employer match about $115,558 at 4% or $77,039 at 6%.
The Robins & Morton Retirement Savings Plan-1,193$118,225,126$11,222,982$9,407iApproximate average salary by contribution assumption: employee only about $235,184 at 4% or $156,789 at 6%; with 50% employer match about $156,789 at 4% or $104,526 at 6%; with 100% employer match about $117,592 at 4% or $78,395 at 6%.
Robins & Morton Employee Medical, Dental and Fsa Plan-1,214---
201821,126$92,488,871$10,910,807$9,690iApproximate average salary by contribution assumption: employee only about $242,247 at 4% or $161,498 at 6%; with 50% employer match about $161,498 at 4% or $107,665 at 6%; with 100% employer match about $121,124 at 4% or $80,749 at 6%.
The Robins & Morton Retirement Savings Plan-1,118$92,488,871$10,910,807$9,759iApproximate average salary by contribution assumption: employee only about $243,980 at 4% or $162,654 at 6%; with 50% employer match about $162,654 at 4% or $108,436 at 6%; with 100% employer match about $121,990 at 4% or $81,327 at 6%.
Robins & Morton Employee Medical, Dental and Fsa Plan-1,126---
201721,061$95,564,907$9,619,147$9,066iApproximate average salary by contribution assumption: employee only about $226,653 at 4% or $151,102 at 6%; with 50% employer match about $151,102 at 4% or $100,735 at 6%; with 100% employer match about $113,326 at 4% or $75,551 at 6%.
The Robins & Morton Retirement Savings Plan-1,061$95,564,907$9,619,147$9,066iApproximate average salary by contribution assumption: employee only about $226,653 at 4% or $151,102 at 6%; with 50% employer match about $151,102 at 4% or $100,735 at 6%; with 100% employer match about $113,326 at 4% or $75,551 at 6%.
Robins & Morton Employee Medical, Dental and Fsa Plan-835---
20162953$78,543,339$8,412,880$8,828iApproximate average salary by contribution assumption: employee only about $220,695 at 4% or $147,130 at 6%; with 50% employer match about $147,130 at 4% or $98,087 at 6%; with 100% employer match about $110,347 at 4% or $73,565 at 6%.
The Robins & Morton Retirement Savings Plan-953$78,543,339$8,412,880$8,828iApproximate average salary by contribution assumption: employee only about $220,695 at 4% or $147,130 at 6%; with 50% employer match about $147,130 at 4% or $98,087 at 6%; with 100% employer match about $110,347 at 4% or $73,565 at 6%.
Robins & Morton Employee Medical, Dental and Fsa Plan-670---
201521,198$74,951,064$8,655,781$7,225iApproximate average salary by contribution assumption: employee only about $180,630 at 4% or $120,420 at 6%; with 50% employer match about $120,420 at 4% or $80,280 at 6%; with 100% employer match about $90,315 at 4% or $60,210 at 6%.
The Robins & Morton Retirement Savings Plan-1,198$74,951,064$8,655,781$7,225iApproximate average salary by contribution assumption: employee only about $180,630 at 4% or $120,420 at 6%; with 50% employer match about $120,420 at 4% or $80,280 at 6%; with 100% employer match about $90,315 at 4% or $60,210 at 6%.
Robins & Morton Employee Medical, Dental and Fsa Plan-1,064---
201421,229$72,021,678$6,313,042$5,137iApproximate average salary by contribution assumption: employee only about $128,418 at 4% or $85,612 at 6%; with 50% employer match about $85,612 at 4% or $57,075 at 6%; with 100% employer match about $64,209 at 4% or $42,806 at 6%.
The Robins & Morton Retirement Savings Plan-989$72,021,678$6,313,042$6,383iApproximate average salary by contribution assumption: employee only about $159,581 at 4% or $106,388 at 6%; with 50% employer match about $106,388 at 4% or $70,925 at 6%; with 100% employer match about $79,791 at 4% or $53,194 at 6%.
Robins & Morton Employee Medical, Dental and Fsa Plan-1,229---
20133872$66,317,868$6,188,183$7,097iApproximate average salary by contribution assumption: employee only about $177,414 at 4% or $118,276 at 6%; with 50% employer match about $118,276 at 4% or $78,850 at 6%; with 100% employer match about $88,707 at 4% or $59,138 at 6%.
The Robins & Morton Retirement Savings Plan-872$66,317,868$6,188,183$7,097iApproximate average salary by contribution assumption: employee only about $177,414 at 4% or $118,276 at 6%; with 50% employer match about $118,276 at 4% or $78,850 at 6%; with 100% employer match about $88,707 at 4% or $59,138 at 6%.
Robins & Morton Employee Medical, Dental and Fsa Plan-635---
Robins & Morton Employee Life, Ad & D and Ltd Plan-0---
20123782$53,892,093$6,796,123$8,691iApproximate average salary by contribution assumption: employee only about $217,267 at 4% or $144,845 at 6%; with 50% employer match about $144,845 at 4% or $96,563 at 6%; with 100% employer match about $108,634 at 4% or $72,422 at 6%.
The Robins & Morton Retirement Savings Plan-782$53,892,093$6,796,123$8,691iApproximate average salary by contribution assumption: employee only about $217,267 at 4% or $144,845 at 6%; with 50% employer match about $144,845 at 4% or $96,563 at 6%; with 100% employer match about $108,634 at 4% or $72,422 at 6%.
Robins & Morton Employee Medical, Dental and Fsa Plan-589---
Robins & Morton Employee Life, Ad & D and Ltd Plan-612---
20113741$44,176,030$5,391,985$7,277iApproximate average salary by contribution assumption: employee only about $181,916 at 4% or $121,277 at 6%; with 50% employer match about $121,277 at 4% or $80,851 at 6%; with 100% employer match about $90,958 at 4% or $60,639 at 6%.
The Robins & Morton Retirement Savings Plan-741$44,176,030$5,391,985$7,277iApproximate average salary by contribution assumption: employee only about $181,916 at 4% or $121,277 at 6%; with 50% employer match about $121,277 at 4% or $80,851 at 6%; with 100% employer match about $90,958 at 4% or $60,639 at 6%.
Robins & Morton Employee Medical, Dental and Fsa Plan-560---
Robins & Morton Employee Life, Ad & D and Ltd Plan-621---
20103692$42,930,086$4,525,318$6,539iApproximate average salary by contribution assumption: employee only about $163,487 at 4% or $108,991 at 6%; with 50% employer match about $108,991 at 4% or $72,661 at 6%; with 100% employer match about $81,743 at 4% or $54,496 at 6%.
The Robins & Morton Retirement Savings Plan-692$42,930,086$4,525,318$6,539iApproximate average salary by contribution assumption: employee only about $163,487 at 4% or $108,991 at 6%; with 50% employer match about $108,991 at 4% or $72,661 at 6%; with 100% employer match about $81,743 at 4% or $54,496 at 6%.
Robins & Morton Employee Life, Ad & D and Ltd Plan-390---
Robins & Morton Employee Medical, Dental and Fsa Plan-345---
20094675$36,151,473$5,417,437$8,026iApproximate average salary by contribution assumption: employee only about $200,646 at 4% or $133,764 at 6%; with 50% employer match about $133,764 at 4% or $89,176 at 6%; with 100% employer match about $100,323 at 4% or $66,882 at 6%.
The Robins & Morton Retirement Savings Plan-675$36,151,473$5,417,437$8,026iApproximate average salary by contribution assumption: employee only about $200,646 at 4% or $133,764 at 6%; with 50% employer match about $133,764 at 4% or $89,176 at 6%; with 100% employer match about $100,323 at 4% or $66,882 at 6%.
Robins & Morton Employee Life, Ad & D and Ltd Plan-397---
Robins & Morton Employee Medical, Dental and Fsa Plan-415---
Robins & Morton Employee Life, Ad & D and Ltd Plan-397---
20083544$27,702,091$6,290,153$11,563iApproximate average salary by contribution assumption: employee only about $289,070 at 4% or $192,713 at 6%; with 50% employer match about $192,713 at 4% or $128,475 at 6%; with 100% employer match about $144,535 at 4% or $96,357 at 6%.
The Robins & Morton Retirement Savings Plan-544$27,702,091$6,290,153$11,563iApproximate average salary by contribution assumption: employee only about $289,070 at 4% or $192,713 at 6%; with 50% employer match about $192,713 at 4% or $128,475 at 6%; with 100% employer match about $144,535 at 4% or $96,357 at 6%.
Robins & Morton Employee Medical, Dental and Fsa Plan-449---
Robins & Morton Employee Life, Ad & D and Ltd Plan-460---
20073448$32,427,223$5,762,415$12,863iApproximate average salary by contribution assumption: employee only about $321,563 at 4% or $214,376 at 6%; with 50% employer match about $214,376 at 4% or $142,917 at 6%; with 100% employer match about $160,782 at 4% or $107,188 at 6%.
The Robins & Morton Retirement Savings Plan-402$32,427,223$5,762,415$14,334iApproximate average salary by contribution assumption: employee only about $358,359 at 4% or $238,906 at 6%; with 50% employer match about $238,906 at 4% or $159,271 at 6%; with 100% employer match about $179,180 at 4% or $119,453 at 6%.
Robins & Morton Employee Medical, Dental and Fsa Plan-429---
Robins & Morton Employee Life, Ad & D and Ltd Plan-448---
20063382$26,159,575$3,984,424$10,430iApproximate average salary by contribution assumption: employee only about $260,761 at 4% or $173,840 at 6%; with 50% employer match about $173,840 at 4% or $115,894 at 6%; with 100% employer match about $130,380 at 4% or $86,920 at 6%.
The Robins & Morton Retirement Savings Plan-367$26,159,575$3,984,424$10,857iApproximate average salary by contribution assumption: employee only about $271,419 at 4% or $180,946 at 6%; with 50% employer match about $180,946 at 4% or $120,630 at 6%; with 100% employer match about $135,709 at 4% or $90,473 at 6%.
Robins & Morton Employee Medical, Dental and Fsa Plan-364---
Robins & Morton Employee Life, Ad & D and Ltd Plan-382---
20051280$19,943,492$3,106,912$11,096iApproximate average salary by contribution assumption: employee only about $277,403 at 4% or $184,935 at 6%; with 50% employer match about $184,935 at 4% or $123,290 at 6%; with 100% employer match about $138,701 at 4% or $92,468 at 6%.
The Robins & Morton Retirement Savings Plan-280$19,943,492$3,106,912$11,096iApproximate average salary by contribution assumption: employee only about $277,403 at 4% or $184,935 at 6%; with 50% employer match about $184,935 at 4% or $123,290 at 6%; with 100% employer match about $138,701 at 4% or $92,468 at 6%.
20041254$16,506,237$2,635,242$10,375iApproximate average salary by contribution assumption: employee only about $259,374 at 4% or $172,916 at 6%; with 50% employer match about $172,916 at 4% or $115,277 at 6%; with 100% employer match about $129,687 at 4% or $86,458 at 6%.
The Robins & Morton Retirement Savings Plan-254$16,506,237$2,635,242$10,375iApproximate average salary by contribution assumption: employee only about $259,374 at 4% or $172,916 at 6%; with 50% employer match about $172,916 at 4% or $115,277 at 6%; with 100% employer match about $129,687 at 4% or $86,458 at 6%.
20031242$13,330,592$2,073,651$8,569iApproximate average salary by contribution assumption: employee only about $214,220 at 4% or $142,813 at 6%; with 50% employer match about $142,813 at 4% or $95,209 at 6%; with 100% employer match about $107,110 at 4% or $71,407 at 6%.
The Robins & Morton Retirement Savings Plan-242$13,330,592$2,073,651$8,569iApproximate average salary by contribution assumption: employee only about $214,220 at 4% or $142,813 at 6%; with 50% employer match about $142,813 at 4% or $95,209 at 6%; with 100% employer match about $107,110 at 4% or $71,407 at 6%.
20021206$9,641,472$2,012,650$9,770iApproximate average salary by contribution assumption: employee only about $244,254 at 4% or $162,836 at 6%; with 50% employer match about $162,836 at 4% or $108,557 at 6%; with 100% employer match about $122,127 at 4% or $81,418 at 6%.
The Robins & Morton Retirement Savings Plan-206$9,641,472$2,012,650$9,770iApproximate average salary by contribution assumption: employee only about $244,254 at 4% or $162,836 at 6%; with 50% employer match about $162,836 at 4% or $108,557 at 6%; with 100% employer match about $122,127 at 4% or $81,418 at 6%.
20011190$8,886,215$1,186,077$6,243iApproximate average salary by contribution assumption: employee only about $156,063 at 4% or $104,042 at 6%; with 50% employer match about $104,042 at 4% or $69,361 at 6%; with 100% employer match about $78,031 at 4% or $52,021 at 6%.
The Robins & Morton Retirement Savings Plan-190$8,886,215$1,186,077$6,243iApproximate average salary by contribution assumption: employee only about $156,063 at 4% or $104,042 at 6%; with 50% employer match about $104,042 at 4% or $69,361 at 6%; with 100% employer match about $78,031 at 4% or $52,021 at 6%.
20001131$8,263,601$994,864$7,594iApproximate average salary by contribution assumption: employee only about $189,860 at 4% or $126,573 at 6%; with 50% employer match about $126,573 at 4% or $84,382 at 6%; with 100% employer match about $94,930 at 4% or $63,287 at 6%.
The Robins & Morton Retirement Savings Plan-131$8,263,601$994,864$7,594iApproximate average salary by contribution assumption: employee only about $189,860 at 4% or $126,573 at 6%; with 50% employer match about $126,573 at 4% or $84,382 at 6%; with 100% employer match about $94,930 at 4% or $63,287 at 6%.