401(k) · DOL Form 5500 · 2022

Rathbun, Cservenyak & Kozol, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
25
Participants Small participant base
48th
Percentile by assets National rank
$178,409
Avg per participant Above avg balance/head
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Official DOL plan name: Rathbun, Cservenyak & Kozol, LLC 401(k) Profit Sharing Plan · Sponsored by Rathbun, Cservenyak & Kozol, LLC · Illinois · Professional & Technical Services

$4M in assets, 25 participants

Rathbun, Cservenyak & Kozol, LLC's Rathbun, Cservenyak & Kozol, LLC 401(k) Profit Sharing Plan reported $4M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,906 in Professional & Technical Services (21,562 peers)

2022 asset change

Rathbun, Cservenyak & Kozol, LLC 401(k) Profit Sharing Plan contracted severely 43.3% in 2022 ($8M → $4M) for 25 participants.

#9,906
in Professional & Technical Services (21,562 peers)
-43.3%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rathbun, Cservenyak & Kozol, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Rathbun, Cservenyak & Kozol, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,460,233 48th percentile higher than 48% of 139,123 filed plans

This plan $0 $2,050,000,000 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

Rathbun, Cservenyak & Kozol, LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rathbun, Cservenyak & Kozol, LLC 401(k) Profit Sharing Plan is a small filing (25 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 364212432 · Rathbun, Cservenyak & Kozol, LLC PY 2022 · 401(k)

Rathbun, Cservenyak & Kozol, LLC 401(k) Profit Sharing Plan · $4M · 25 · 48th

  • IND $4M
  • IND 25
  • IND 48th
  • IND 401(k)
  • IND near Connecticut Science Center, Inc 401(k) Plan
  • IND ind #9906

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Illinois →

Rathbun, Cservenyak & Kozol, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Rathbun, Cservenyak & Kozol, LLC 401(k) Profit Sharing PlanRathbun, Cservenyak & Kozol,…$4MConnecticut Science Center, Inc 401(k) PlanConnecticut Science Center, …$4MRed Shield Insurance Company 401(k) PlanRed Shield Insurance Company…$4MAdobe Drywall, L.L.C. 401(k) PlanAdobe Drywall, L.L.C. 401(k)…$4MTerrytown Travel Center 401(k) PlanTerrytown Travel Center 401(…$4M
End-of-year total assets ($M) among Rathbun, Cservenyak & Kozol, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$4M
Net Income-$3M
Employer EIN364212432
Plan Effective Date1998-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Rathbun, Cservenyak & Kozol, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Rathbun, Cservenyak & Kozol, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.004460233 · Participants: 25Rathbun, Cservenyak & Kozol, LLC 401(k) Profit Sharing PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Rathbun, Cservenyak & Kozol, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Rathbun, Cservenyak & Kozol, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Rathbun, Cservenyak & Kozol, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Connecticut Science Center, Inc 401(k) Plan in CT ($4M); by covered participants it is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rathbun, Cservenyak & Kozol, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Rathbun, Cservenyak & Kozol, LLC 401(k) Profit Sharing Plan contracted severely - down 43.3% during 2022, from $8M to $4M. Reported net income was -$3M.
Which 401(k) plans are similar in size to Rathbun, Cservenyak & Kozol, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Connecticut Science Center, Inc 401(k) Plan in CT ($4M, 74 participants).
Which 401(k) plans cover a similar participant headcount to Rathbun, Cservenyak & Kozol, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 364212432.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.