My Plan Facts

Employers › Pennsylvania

Employer · plans filed under one EIN

Robson Forensic, Inc.

Lancaster, PA · Professional, scientific and technical services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$27.7Mnet assets across plans
408participant records327 active
$286Kemployer contributions, latest plan years$873 per active record
$66KSchedule C compensation to organisations$161.54 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Robson Forensic, Inc.'s employer identification number (Lancaster, Pennsylvania). Their latest filings total 408 participant records and $27.7M in net assets.

The largest is Robson Forensic, Inc. 401(k) Plan, a 401(k) plan with 239 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $286K and participant contributions $2.0M in the latest plan years; benefits paid were $1.1M. Schedule C compensation reported to service provider organisations totalled $66K.

Combined net assets moved from $5.7M in 2011 to $27.7M in 2024 (up 389%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Robson Forensic, Inc. 401(k) Plan401(k) plan2024239$24.2M$101,144$604$66K
Robson Forensic Employee Stock Ownership Planemployee stock ownership plan2024169$3.5M$20,972$1,215$0
US median, plan year 2024: DC plans $53,089 per participant, $2,174 employer contribution per active participant; DB plans $86,073 and $10,170.

Trend by plan year

2011: $5.7M2012: $7.1M2013: $7.0M2014: $7.8M2015: $8.4M2016: $9.3M2017: $11.2M2018: $11.2M2019: $14.7M2020: $16.8M2021: $19.7M2022: $17.4M2023: $22.5M2024: $27.7M$5.7M$27.7M20092012201620202024
Combined net assets
2009: 1202010: 1242011: 2452012: 2602013: 2842014: 2602015: 3002016: 3232017: 3072018: 3362019: 3562020: 3502021: 3632022: 3812023: 4002024: 40812040820092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242408$27.7M$286K$2.0M
20232400$22.5M$227K$1.9M
20222381$17.4M$210K$1.7M
20212363$19.7M$199K$1.6M
20202350$16.8M$160K$1.5M
20192356$14.7M$135K$1.6M
20182336$11.2M$113K$1.4M
20172307$11.2M$137K$1.3M
20162323$9.3M$75K$1.1M
20152300$8.4M$80K$957K
20142260$7.8M$50K$823K
20132284$7.0M$59K$839K
20122260$7.1M$80K$740K
20112245$5.7M$37K$721K
20101124$0$0$0
20091120$0$0$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
LPL Financial RPCPInvestment advisory (plan)1$48,562
Vanguard Group, Inc.Recordkeeping and information management; Custodial (securities); Participant loan processing; Participant communication1$17,345
Capital Research and Management ComInvestment management1$0
BNY Mellon Investment Adviser, Inc.Investment management1$0
Federated Mdta LLCInvestment management1$0
Vaneck Absolute Return Advisers CorInvestment management1$0
Boston Management and ResearchInvestment management1$0
Pgim Investments LLCInvestment management1$0
Invesco Advisers, Inc.Investment management1$0
Dodge & CoxInvestment management1$0
BlackRock Advisors, LLCInvestment management1$0
Wellington Management Company LLPInvestment management1$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

LPL Financial RPCP$49K
Vanguard Group, Inc.$17K
Capital Research and Management Com$0
BNY Mellon Investment Adviser, Inc.$0
Federated Mdta LLC$0
Vaneck Absolute Return Advisers Cor$0
Boston Management and Research$0
Pgim Investments LLC$0

Questions and answers

How many retirement plans does Robson Forensic, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Robson Forensic, Inc. 401(k) Plan and Robson Forensic Employee Stock Ownership Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Robson Forensic, Inc. contribute to its plans?

$285,570 in employer contributions across these plans in their latest plan years, about $873 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name LPL Financial RPCP, Vanguard Group, Inc., Capital Research and Management Com and BNY Mellon Investment Adviser, Inc. and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Sep 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Sep 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.