Profit Sharing · DOL Form 5500 · 2022
Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $9M
- Total assets
- 10
- Participants
- 63rd
- Percentile by assets
- $900,641
- Avg per participant
Official DOL plan name: Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan · Sponsored by Kenneth Rodrigues & Partners, Inc. · California · Professional & Technical Services
$9M in assets, 10 participants
Kenneth Rodrigues & Partners, Inc.'s Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan reported $9M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 63rd percentile by assets (of 139,126 plans)
- #13,207 in Professional & Technical Services (21,562 peers)
Kenneth Rodrigues & Partners, Inc. multi-year trail
Kenneth Rodrigues & Partners, Inc.'s plans moved +10.6% in assets from 2022 to 2024; this filing shows Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan at $9M / 10 participants.
- $9M
- total plan assets (2022 EOY)
- 10
- covered participants
- 63rd
- percentile by assets (of 139,126 plans)
- $900,641
- avg assets per participant
Where Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan sits by total assets
Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,006,408 Top 37% higher than 63% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Kenneth Rodrigues & Partners, Inc. across 3 plan years on file
Across the 3 plan years Kenneth Rodrigues & Partners, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $9M to $10M, a gain of 10.6%, while reported participants moved from 10 to 6 (-40.0%). Peak year by sponsor assets: 2024 ($10M); trough: 2022 ($9M).
Kenneth Rodrigues & Partners, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $9M |
| 2023 | 1 | 6 | $9M |
| 2024 | 1 | 6 | $10M |
Kenneth Rodrigues & Partners, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $744K |
| Employer EIN | 770118200 |
| Plan Effective Date | 1987-04-01 |
| Filing Status | FILING RECEIVED |
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Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
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Frequently Asked Questions
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Multi-year trail
Ways to act on Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan's numbers.
- By total assets, Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Kenneth Rodrigues & Partners, Inc.'s sponsor-wide assets have grown 10.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans