401(k) · DOL Form 5500 · 2022
Rubenstein Isaacs, P.C. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $289,487
- Avg per participant High balance/head
Official DOL plan name: Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and Trust · Sponsored by Rubenstein Isaacs, P.C. · Michigan · Professional & Technical Services
$1M in assets, 5 participants
Rubenstein Isaacs, P.C.'s Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and Trust reported $1M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.
- #5,514 in Professional & Technical Services (21,562 peers)
Rubenstein Isaacs, P.C. multi-year trail
Rubenstein Isaacs, P.C.'s plans moved -40.5% in assets from 2022 to 2024; this filing shows Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and Trust at $1M / 5 participants.
- #5,514
- in Professional & Technical Services (21,562 peers)
- -26.7%
- assets change YoY
The plan reported a net loss of $528K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets
Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,447,433 29th percentile higher than 29% 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
Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and Trust is a micro filing (5 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 383069398 · Rubenstein Isaacs, P.C. PY 2022 · 401(k)
Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and Trust · $1M · 5 · 29th
- SCH $1M
- SCH 5
- SCH 29th
- SCH 401(k)
- SCH near Desert Christian Schools 401(k) Plan
- SCH ind #5514
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 Michigan →
Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Rubenstein Isaacs, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Rubenstein Isaacs, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $861K 40.52360281961238% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $1M |
| 2023 | 1 | 5 | $2M |
| 2024 | 2 | 6 | $861K |
Rubenstein Isaacs, P.C. filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$528K |
| Employer EIN | 383069398 |
| Plan Effective Date | 1986-09-04 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $18.1B · 43,382
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $13.8B · 32,974
- The Dow Chemical Company Employees' Savings Plan $9.3B · 16,930
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $7.5B · 40,458
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $6.4B · 57,811
Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Desert Christian Schools 401(k) Plan in CA ($1M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.