401(k) · DOL Form 5500 · 2022
Rumberger, Kirk & Caldwell, Professional Association 401(k) Plan
Data updated 2026-08-11
- $70M
- Total assets
- 190
- Participants
- 91st
- Percentile by assets
- $370,091
- Avg per participant
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.
- 91st percentile by assets (of 139,126 plans)
- #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.
- $70M
- total plan assets (2022 EOY)
- 190
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $370,091
- avg assets per participant
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.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan reports 190 participants - about 30% of that state average ($70M EOY assets).
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)
| 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.
Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan assets move in 2022? ▼
How have Rumberger, Kirk & Caldwell, Professional Association plan assets changed over time? ▼
Where does Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan's numbers.
- By total assets, Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- Rumberger, Kirk & Caldwell, Professional Association's sponsor-wide assets have grown 31.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans