Roberts & Rowley Ltd.
Plan context: Roberts & Rowley Ltd. 401K Plan
EIN 86-0576807 • Mesa, AZ • 26 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
21
2024 Assets
$4,939,562
2024 Contributions
$129,936
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 | 21 | $4,939,562 | $129,936 | $6,187iApproximate average salary by contribution assumption: employee only about $154,686 at 4% or $103,124 at 6%; with 50% employer match about $103,124 at 4% or $68,749 at 6%; with 100% employer match about $77,343 at 4% or $51,562 at 6%. |
| Roberts & Rowley Ltd. 401K Plan | - | 21 | $4,939,562 | $129,936 | $6,187iApproximate average salary by contribution assumption: employee only about $154,686 at 4% or $103,124 at 6%; with 50% employer match about $103,124 at 4% or $68,749 at 6%; with 100% employer match about $77,343 at 4% or $51,562 at 6%. |
| 2023 | 1 | 21 | $4,652,825 | $118,765 | $5,655iApproximate average salary by contribution assumption: employee only about $141,387 at 4% or $94,258 at 6%; with 50% employer match about $94,258 at 4% or $62,839 at 6%; with 100% employer match about $70,693 at 4% or $47,129 at 6%. |
| Roberts & Rowley Ltd. 401K Plan | - | 21 | $4,652,825 | $118,765 | $5,655iApproximate average salary by contribution assumption: employee only about $141,387 at 4% or $94,258 at 6%; with 50% employer match about $94,258 at 4% or $62,839 at 6%; with 100% employer match about $70,693 at 4% or $47,129 at 6%. |
| 2022 | 1 | 21 | $3,829,776 | $105,649 | $5,031iApproximate average salary by contribution assumption: employee only about $125,773 at 4% or $83,848 at 6%; with 50% employer match about $83,848 at 4% or $55,899 at 6%; with 100% employer match about $62,886 at 4% or $41,924 at 6%. |
| Roberts & Rowley Ltd. 401K Plan | - | 21 | $3,829,776 | $105,649 | $5,031iApproximate average salary by contribution assumption: employee only about $125,773 at 4% or $83,848 at 6%; with 50% employer match about $83,848 at 4% or $55,899 at 6%; with 100% employer match about $62,886 at 4% or $41,924 at 6%. |
| 2021 | 1 | 22 | $4,663,560 | $109,921 | $4,996iApproximate average salary by contribution assumption: employee only about $124,910 at 4% or $83,273 at 6%; with 50% employer match about $83,273 at 4% or $55,516 at 6%; with 100% employer match about $62,455 at 4% or $41,637 at 6%. |
| Roberts & Rowley Ltd. 401K Plan | - | 22 | $4,663,560 | $109,921 | $4,996iApproximate average salary by contribution assumption: employee only about $124,910 at 4% or $83,273 at 6%; with 50% employer match about $83,273 at 4% or $55,516 at 6%; with 100% employer match about $62,455 at 4% or $41,637 at 6%. |
| 2020 | 1 | 21 | $4,411,613 | $166,168 | $7,913iApproximate average salary by contribution assumption: employee only about $197,819 at 4% or $131,879 at 6%; with 50% employer match about $131,879 at 4% or $87,920 at 6%; with 100% employer match about $98,910 at 4% or $65,940 at 6%. |
| Roberts & Rowley Ltd. 401K Plan | - | 21 | $4,411,613 | $166,168 | $7,913iApproximate average salary by contribution assumption: employee only about $197,819 at 4% or $131,879 at 6%; with 50% employer match about $131,879 at 4% or $87,920 at 6%; with 100% employer match about $98,910 at 4% or $65,940 at 6%. |
| 2019 | 1 | 21 | $3,724,311 | $215,645 | $10,269iApproximate average salary by contribution assumption: employee only about $256,720 at 4% or $171,147 at 6%; with 50% employer match about $171,147 at 4% or $114,098 at 6%; with 100% employer match about $128,360 at 4% or $85,573 at 6%. |
| Roberts & Rowley Ltd. 401K Plan | - | 21 | $3,724,311 | $215,645 | $10,269iApproximate average salary by contribution assumption: employee only about $256,720 at 4% or $171,147 at 6%; with 50% employer match about $171,147 at 4% or $114,098 at 6%; with 100% employer match about $128,360 at 4% or $85,573 at 6%. |
| 2018 | 1 | 20 | $2,904,628 | $123,335 | $6,167iApproximate average salary by contribution assumption: employee only about $154,169 at 4% or $102,779 at 6%; with 50% employer match about $102,779 at 4% or $68,519 at 6%; with 100% employer match about $77,084 at 4% or $51,390 at 6%. |
| Roberts & Rowley Ltd. 401K Plan | - | 20 | $2,904,628 | $123,335 | $6,167iApproximate average salary by contribution assumption: employee only about $154,169 at 4% or $102,779 at 6%; with 50% employer match about $102,779 at 4% or $68,519 at 6%; with 100% employer match about $77,084 at 4% or $51,390 at 6%. |
| 2017 | 1 | 21 | $3,075,190 | $122,776 | $5,846iApproximate average salary by contribution assumption: employee only about $146,162 at 4% or $97,441 at 6%; with 50% employer match about $97,441 at 4% or $64,961 at 6%; with 100% employer match about $73,081 at 4% or $48,721 at 6%. |
| Roberts & Rowley Ltd. 401K Plan | - | 21 | $3,075,190 | $122,776 | $5,846iApproximate average salary by contribution assumption: employee only about $146,162 at 4% or $97,441 at 6%; with 50% employer match about $97,441 at 4% or $64,961 at 6%; with 100% employer match about $73,081 at 4% or $48,721 at 6%. |
| 2016 | 1 | 22 | $2,513,973 | $177,078 | $8,049iApproximate average salary by contribution assumption: employee only about $201,225 at 4% or $134,150 at 6%; with 50% employer match about $134,150 at 4% or $89,433 at 6%; with 100% employer match about $100,613 at 4% or $67,075 at 6%. |
| Roberts & Rowley Ltd. 401K Plan | - | 22 | $2,513,973 | $177,078 | $8,049iApproximate average salary by contribution assumption: employee only about $201,225 at 4% or $134,150 at 6%; with 50% employer match about $134,150 at 4% or $89,433 at 6%; with 100% employer match about $100,613 at 4% or $67,075 at 6%. |
| 2015 | 1 | 21 | $2,199,389 | $178,544 | $8,502iApproximate average salary by contribution assumption: employee only about $212,552 at 4% or $141,702 at 6%; with 50% employer match about $141,702 at 4% or $94,468 at 6%; with 100% employer match about $106,276 at 4% or $70,851 at 6%. |
| Roberts & Rowley Ltd. 401K Plan | - | 21 | $2,199,389 | $178,544 | $8,502iApproximate average salary by contribution assumption: employee only about $212,552 at 4% or $141,702 at 6%; with 50% employer match about $141,702 at 4% or $94,468 at 6%; with 100% employer match about $106,276 at 4% or $70,851 at 6%. |
| 2014 | 1 | 21 | $2,140,613 | $159,906 | $7,615iApproximate average salary by contribution assumption: employee only about $190,364 at 4% or $126,910 at 6%; with 50% employer match about $126,910 at 4% or $84,606 at 6%; with 100% employer match about $95,182 at 4% or $63,455 at 6%. |
| Roberts & Rowley Ltd. 401K Plan | - | 21 | $2,140,613 | $159,906 | $7,615iApproximate average salary by contribution assumption: employee only about $190,364 at 4% or $126,910 at 6%; with 50% employer match about $126,910 at 4% or $84,606 at 6%; with 100% employer match about $95,182 at 4% or $63,455 at 6%. |
| 2013 | 1 | 21 | $2,124,572 | $145,379 | $6,923iApproximate average salary by contribution assumption: employee only about $173,070 at 4% or $115,380 at 6%; with 50% employer match about $115,380 at 4% or $76,920 at 6%; with 100% employer match about $86,535 at 4% or $57,690 at 6%. |
| Roberts & Rowley Ltd. 401K Plan | - | 21 | $2,124,572 | $145,379 | $6,923iApproximate average salary by contribution assumption: employee only about $173,070 at 4% or $115,380 at 6%; with 50% employer match about $115,380 at 4% or $76,920 at 6%; with 100% employer match about $86,535 at 4% or $57,690 at 6%. |
| 2012 | 1 | 24 | $1,821,516 | $178,630 | $7,443iApproximate average salary by contribution assumption: employee only about $186,073 at 4% or $124,049 at 6%; with 50% employer match about $124,049 at 4% or $82,699 at 6%; with 100% employer match about $93,036 at 4% or $62,024 at 6%. |
| Roberts & Rowley Ltd. 401K Plan | - | 24 | $1,821,516 | $178,630 | $7,443iApproximate average salary by contribution assumption: employee only about $186,073 at 4% or $124,049 at 6%; with 50% employer match about $124,049 at 4% or $82,699 at 6%; with 100% employer match about $93,036 at 4% or $62,024 at 6%. |
| 2011 | 1 | 25 | $1,477,333 | $194,952 | $7,798iApproximate average salary by contribution assumption: employee only about $194,952 at 4% or $129,968 at 6%; with 50% employer match about $129,968 at 4% or $86,645 at 6%; with 100% employer match about $97,476 at 4% or $64,984 at 6%. |
| Roberts & Rowley Ltd. 401K Plan | - | 25 | $1,477,333 | $194,952 | $7,798iApproximate average salary by contribution assumption: employee only about $194,952 at 4% or $129,968 at 6%; with 50% employer match about $129,968 at 4% or $86,645 at 6%; with 100% employer match about $97,476 at 4% or $64,984 at 6%. |
| 2010 | 1 | 23 | $1,327,046 | $163,839 | $7,123iApproximate average salary by contribution assumption: employee only about $178,086 at 4% or $118,724 at 6%; with 50% employer match about $118,724 at 4% or $79,149 at 6%; with 100% employer match about $89,043 at 4% or $59,362 at 6%. |
| Roberts & Rowley Ltd. 401K Plan | - | 23 | $1,327,046 | $163,839 | $7,123iApproximate average salary by contribution assumption: employee only about $178,086 at 4% or $118,724 at 6%; with 50% employer match about $118,724 at 4% or $79,149 at 6%; with 100% employer match about $89,043 at 4% or $59,362 at 6%. |
| 2009 | 1 | 28 | $1,089,542 | $188,190 | $6,721iApproximate average salary by contribution assumption: employee only about $168,027 at 4% or $112,018 at 6%; with 50% employer match about $112,018 at 4% or $74,679 at 6%; with 100% employer match about $84,013 at 4% or $56,009 at 6%. |
| Roberts & Rowley Ltd. 401K Plan | - | 28 | $1,089,542 | $188,190 | $6,721iApproximate average salary by contribution assumption: employee only about $168,027 at 4% or $112,018 at 6%; with 50% employer match about $112,018 at 4% or $74,679 at 6%; with 100% employer match about $84,013 at 4% or $56,009 at 6%. |
| 2008 | 1 | 26 | $737,186 | $173,831 | $6,686iApproximate average salary by contribution assumption: employee only about $167,145 at 4% or $111,430 at 6%; with 50% employer match about $111,430 at 4% or $74,287 at 6%; with 100% employer match about $83,573 at 4% or $55,715 at 6%. |
| Roberts & Rowley Ltd. 401K Plan | - | 26 | $737,186 | $173,831 | $6,686iApproximate average salary by contribution assumption: employee only about $167,145 at 4% or $111,430 at 6%; with 50% employer match about $111,430 at 4% or $74,287 at 6%; with 100% employer match about $83,573 at 4% or $55,715 at 6%. |
| 2007 | 1 | 23 | $853,782 | $136,691 | $5,943iApproximate average salary by contribution assumption: employee only about $148,577 at 4% or $99,051 at 6%; with 50% employer match about $99,051 at 4% or $66,034 at 6%; with 100% employer match about $74,289 at 4% or $49,526 at 6%. |
| Roberts & Rowley Ltd. 401K Plan | - | 23 | $853,782 | $136,691 | $5,943iApproximate average salary by contribution assumption: employee only about $148,577 at 4% or $99,051 at 6%; with 50% employer match about $99,051 at 4% or $66,034 at 6%; with 100% employer match about $74,289 at 4% or $49,526 at 6%. |
| 2006 | 1 | 22 | $958,855 | $153,751 | $6,989iApproximate average salary by contribution assumption: employee only about $174,717 at 4% or $116,478 at 6%; with 50% employer match about $116,478 at 4% or $77,652 at 6%; with 100% employer match about $87,359 at 4% or $58,239 at 6%. |
| Roberts & Rowley Ltd. 401K Plan | - | 22 | $958,855 | $153,751 | $6,989iApproximate average salary by contribution assumption: employee only about $174,717 at 4% or $116,478 at 6%; with 50% employer match about $116,478 at 4% or $77,652 at 6%; with 100% employer match about $87,359 at 4% or $58,239 at 6%. |
| 2005 | 1 | 20 | $728,197 | $136,030 | $6,802iApproximate average salary by contribution assumption: employee only about $170,038 at 4% or $113,358 at 6%; with 50% employer match about $113,358 at 4% or $75,572 at 6%; with 100% employer match about $85,019 at 4% or $56,679 at 6%. |
| Roberts & Rowley Ltd. 401K Plan | - | 20 | $728,197 | $136,030 | $6,802iApproximate average salary by contribution assumption: employee only about $170,038 at 4% or $113,358 at 6%; with 50% employer match about $113,358 at 4% or $75,572 at 6%; with 100% employer match about $85,019 at 4% or $56,679 at 6%. |
| 2004 | 1 | 21 | $575,597 | $93,390 | $4,447iApproximate average salary by contribution assumption: employee only about $111,179 at 4% or $74,119 at 6%; with 50% employer match about $74,119 at 4% or $49,413 at 6%; with 100% employer match about $55,589 at 4% or $37,060 at 6%. |
| Roberts & Rowley Ltd. 401K Plan | - | 21 | $575,597 | $93,390 | $4,447iApproximate average salary by contribution assumption: employee only about $111,179 at 4% or $74,119 at 6%; with 50% employer match about $74,119 at 4% or $49,413 at 6%; with 100% employer match about $55,589 at 4% or $37,060 at 6%. |
| 2003 | 1 | 20 | $454,213 | $81,482 | $4,074iApproximate average salary by contribution assumption: employee only about $101,853 at 4% or $67,902 at 6%; with 50% employer match about $67,902 at 4% or $45,268 at 6%; with 100% employer match about $50,926 at 4% or $33,951 at 6%. |
| Roberts & Rowley Ltd. 401K Plan | - | 20 | $454,213 | $81,482 | $4,074iApproximate average salary by contribution assumption: employee only about $101,853 at 4% or $67,902 at 6%; with 50% employer match about $67,902 at 4% or $45,268 at 6%; with 100% employer match about $50,926 at 4% or $33,951 at 6%. |
| 2002 | 1 | 16 | $305,267 | $70,372 | $4,398iApproximate average salary by contribution assumption: employee only about $109,956 at 4% or $73,304 at 6%; with 50% employer match about $73,304 at 4% or $48,869 at 6%; with 100% employer match about $54,978 at 4% or $36,652 at 6%. |
| Roberts & Rowley Ltd. 401K Plan | - | 16 | $305,267 | $70,372 | $4,398iApproximate average salary by contribution assumption: employee only about $109,956 at 4% or $73,304 at 6%; with 50% employer match about $73,304 at 4% or $48,869 at 6%; with 100% employer match about $54,978 at 4% or $36,652 at 6%. |
| 2001 | 1 | 18 | $309,130 | $136,265 | $7,570iApproximate average salary by contribution assumption: employee only about $189,257 at 4% or $126,171 at 6%; with 50% employer match about $126,171 at 4% or $84,114 at 6%; with 100% employer match about $94,628 at 4% or $63,086 at 6%. |
| Roberts & Rowley Ltd. 401K Plan | - | 18 | $309,130 | $136,265 | $7,570iApproximate average salary by contribution assumption: employee only about $189,257 at 4% or $126,171 at 6%; with 50% employer match about $126,171 at 4% or $84,114 at 6%; with 100% employer match about $94,628 at 4% or $63,086 at 6%. |
| 2000 | 1 | 14 | $264,898 | $54,578 | $3,898iApproximate average salary by contribution assumption: employee only about $97,461 at 4% or $64,974 at 6%; with 50% employer match about $64,974 at 4% or $43,316 at 6%; with 100% employer match about $48,730 at 4% or $32,487 at 6%. |
| Roberts & Rowley Ltd. 401K Plan | - | 14 | $264,898 | $54,578 | $3,898iApproximate average salary by contribution assumption: employee only about $97,461 at 4% or $64,974 at 6%; with 50% employer match about $64,974 at 4% or $43,316 at 6%; with 100% employer match about $48,730 at 4% or $32,487 at 6%. |
| 1999 | 1 | 13 | $348,268 | $82,703 | $6,362iApproximate average salary by contribution assumption: employee only about $159,044 at 4% or $106,029 at 6%; with 50% employer match about $106,029 at 4% or $70,686 at 6%; with 100% employer match about $79,522 at 4% or $53,015 at 6%. |
| Roberts & Rowley Ltd. 401K Plan | - | 13 | $348,268 | $82,703 | $6,362iApproximate average salary by contribution assumption: employee only about $159,044 at 4% or $106,029 at 6%; with 50% employer match about $106,029 at 4% or $70,686 at 6%; with 100% employer match about $79,522 at 4% or $53,015 at 6%. |