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
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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

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

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

$8.5M$9M$9.5M$10M$10.5M 202220232024 $9.01M $9.96M ▲ +10.5%
Total plan assets by year, all Kenneth Rodrigues & Partners, Inc. plans on file
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 EIN770118200
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Kenneth Rodrigues & …, Total assets ($B): 0.009006408 · Participants: 10Kenneth Rodrigues & …Intel Retirement Con…, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Con…Scpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Indus…, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Indus…Memorialcare Retirem…, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirem…Cedars-Sinai Health …, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health …
Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan assets move in 2022?
Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan grew at a solid clip - up 9.0% during 2022, from $8M to $9M. Reported net income was $744K.
How have Kenneth Rodrigues & Partners, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Kenneth Rodrigues & Partners, Inc.'s sponsor-wide assets grew 10.6%, from $9M to $10M.
Which Profit Sharing plans are similar in size to Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is George W. Auch Company Defined Contribution Pension Plan in MI ($9M, 70 participants).

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Multi-year trail

Ways to act on Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan's numbers.