401(k) · DOL Form 5500 · 2022
Hockenberg Rubin Company 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 38
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $234,447
- Avg per participant Above avg balance/head
Official DOL plan name: Hockenberg Rubin Employee Stock Ownership and 401(k) Plan · Sponsored by Hockenberg Rubin Company · Iowa · Wholesale Trade
$9M in assets, 38 participants
Hockenberg Rubin Company's Hockenberg Rubin Employee Stock Ownership and 401(k) Plan reported $9M in total assets and 38 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.
- #3,712 in Wholesale Trade (6,843 peers)
What the 2022 filing shows
Hockenberg Rubin Employee Stock Ownership and 401(k) Plan holds $9M for 38 participants - about $234,447 per participant, above the median plan by assets.
- #3,712
- in Wholesale Trade (6,843 peers)
- -5.3%
- assets change YoY
The plan reported a net loss of $646K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hockenberg Rubin Employee Stock Ownership and 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers
Hockenberg Rubin Employee Stock Ownership and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,908,996 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
Hockenberg Rubin Employee Stock Ownership and 401(k) 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. Hockenberg Rubin Employee Stock Ownership and 401(k) Plan is a small filing (38 participants) on this national headcount ladder.
DOL schedule card
Filing strip 420669678 · Hockenberg Rubin Company PY 2022 · 401(k)
Hockenberg Rubin Employee Stock Ownership and 401(k) Plan · $9M · 38 · 63rd
- TYPE $9M
- TYPE 38
- TYPE 63rd
- TYPE 401(k)
- TYPE near Liv Communities 401(k) Profit Sharing Plan
- TYPE ind #3712
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 Wholesale Trade retirement plans → · Plans in Iowa →
Hockenberg Rubin Employee Stock Ownership and 401(k) Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$646K |
| Employer EIN | 420669678 |
| Plan Effective Date | 1987-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hockenberg Rubin Company)
Sponsor-wide plan assets over time
All Hockenberg Rubin Company plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 38 | $9M |
| 2023 | 1 | N/A | N/A |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $3.6B · 12,201
- Iowa Health System Section 401(k) Retirement Savings Plan $2.7B · 28,603
- The Hy-Vee and Affiliates 401(k) Plan $2.4B · 59,826
- The Rsm US LLP Retirement Plan $2.3B · 13,793
- Transamerica 401(k) Retirement Savings Plan $2.1B · 7,262
Hockenberg Rubin Employee Stock Ownership and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Liv Communities 401(k) Profit Sharing Plan in MI ($9M); by covered participants it is Yarnell Electric 401(k) Plan in PA (38 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (38 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.