401(k) · DOL Form 5500 · 2022
Rumberger, Kirk & Caldwell, Professional Association 401(k) Plan
Data updated 2026-08-25
- $70M
- Total assets Below avg plan size
- 190
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $370,091
- Avg per participant High balance/head
Official DOL plan name: Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan · Sponsored by Rumberger, Kirk & Caldwell, Professional Association · Florida · Professional & Technical Services
$70M in assets, 190 participants
Rumberger, Kirk & Caldwell, Professional Association's Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan reported $70M in total assets and 190 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- #19,774 in Professional & Technical Services (21,562 peers)
Coverage in Florida
Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan covers 190 participants in Florida, about 30% of the average Florida filer (state average ~628 per filing). Assets: $70M.
- #19,774
- in Professional & Technical Services (21,562 peers)
- -14.2%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan's outsized position by total assets
Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$70,317,343 Top 9% higher than 91% 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
Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan sits mid-pack in the medium band (190 participants).
DOL schedule card
Filing strip 592089901 · Rumberger, Kirk & Caldwell, Professional Association PY 2022 · 401(k)
Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan · $70M · 190 · 91st
- EIN $70M
- RANK 190
- PHOTO 91st
- IND 401(k)
- EOY near Jefferies Financial Group Inc. Savings and Retirement Plan
- 5500 ind #19774
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 Florida →
Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $82M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | -$12M |
| Employer EIN | 592089901 |
| Plan Effective Date | 1988-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rumberger, Kirk & Caldwell, Professional Association)
Sponsor-wide plan assets over time
All Rumberger, Kirk & Caldwell, Professional Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $92M 31.297288920600998% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 190 | $70M |
| 2023 | 1 | 192 | $81M |
| 2024 | 1 | 190 | $92M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Jefferies Financial Group Inc. Savings and Retirement Plan in NY ($70M); by covered participants it is Pubco Corporation and Subsidiaries 401(k) Plan in OH (190 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70M here).
- Jefferies Financial Group Inc. Savings and Retirement Plan (NY) $70M · 237
- Burke Porter Group Retirement and Savings Plan (MI) $70M · 1,068
- Hh Global US 401(k) Savings Plan (IL) $70M · 945
- Welltower Inc. Retirement Plan and Trust (OH) $70M · 433
Similar participant headcount
Nearest other-state filings by covered participants (190 participants); asset peers above are excluded.
- Pubco Corporation and Subsidiaries 401(k) Plan (OH) 190 · 0 off
- Mikart 401(k) Plan (GA) 190 · 0 off
- Best Choice Products 401(k) Plan (CA) 190 · 0 off
- Visiting Nurse Home & Hospice 401(k) Retirement Plan (RI) 190 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.