401(k) · DOL Form 5500 · 2022

Robert Kaufman Co., Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
186
Participants Below avg headcount
74th
Percentile by assets National rank
$87,269
Avg per participant Below avg balance/head
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Official DOL plan name: Robert Kaufman Co. , Inc. Profit Sharing Safe Harbor 401(k) Plan · Sponsored by Robert Kaufman Co., Inc. · California · Wholesale Trade

$16M in assets, 186 participants

Robert Kaufman Co., Inc.'s Robert Kaufman Co. , Inc. Profit Sharing Safe Harbor 401(k) Plan reported $16M in total assets and 186 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,809 in Wholesale Trade (6,843 peers)

Coverage in California

Robert Kaufman Co. , Inc. Profit Sharing Safe Harbor 401(k) Plan covers 186 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $16M.

#4,809
in Wholesale Trade (6,843 peers)
-17.4%
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.

Robert Kaufman Co. , Inc. Profit Sharing Safe Harbor 401(k) Plan's outsized position by total assets

Robert Kaufman Co. , Inc. Profit Sharing Safe Harbor 401(k) Plan vs every filed plan by assets

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

$16,232,023 Top 26% higher than 74% 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

Robert Kaufman Co. , Inc. Profit Sharing Safe Harbor 401(k) 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. Robert Kaufman Co. , Inc. Profit Sharing Safe Harbor 401(k) Plan sits mid-pack in the medium band (186 participants).

Published 5500 schedule card

Filing strip 952465050 · Robert Kaufman Co., Inc. PY 2022 · 401(k)

Robert Kaufman Co. , Inc. Profit Sharing Safe Harbor 401(k) Plan · $16M · 186 · 74th

  • SCH $16M
  • EBSA 186
  • PART 74th
  • TYPE 401(k)
  • NET near Plumbers Local 360 Pension Plan Supplemental
  • BOOK ind #4809

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 California →

Robert Kaufman Co. , Inc. Profit Sharing Safe Harbor 401(k) Plan in the asset neighbourhood

Robert Kaufman Co. , Inc. Profit Sharing Safe Harbor 401(k) PlanRobert Kaufman Co. , Inc. Pr…$16MPlumbers Local 360 Pension Plan SupplementalPlumbers Local 360 Pension P…$16MHead USA, Inc. 401(k) Plan$16MWhitco Supply, LLC 401(k) Profit Sharing Plan and TrustWhitco Supply, LLC 401(k) Pr…$16MRockingham Cooperative 401(k) PlanRockingham Cooperative 401(k…$16M
End-of-year total assets ($M) among Robert Kaufman Co. , Inc. Profit Sharing Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN952465050
Plan Effective Date2001-09-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert Kaufman Co., Inc.)

Sponsor-wide plan assets over time

All Robert Kaufman Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 8.927254477152971% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $16.2M $14.8M ▼ -8.9%
Year Plans Participants Total Assets
2022 1 186 $16M
2023 1 186 $18M
2024 1 173 $15M

Nearby 401(k) Plans in California

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

Robert Kaufman Co. , Inc. Profit Sharing Safe Harbor 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Robert Kaufman Co. , Inc. Profit Sharing Safe Harbor 401(k) Plan, Total assets ($B): 0.016232023 · Participants: 186Robert Kaufman Co. , Inc. Profit Sharing Safe Harbor 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Robert Kaufman Co. , Inc. Profit Sharing Safe Harbor 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Robert Kaufman Co. , Inc. Profit Sharing Safe Harbor 401(k) Plan side-by-side with 3 peers →

Robert Kaufman Co. , Inc. Profit Sharing Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Plumbers Local 360 Pension Plan Supplemental in IL ($16M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (186 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (186 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 Robert Kaufman Co. , Inc. Profit Sharing Safe Harbor 401(k) Plan assets move in 2022? ▼
Robert Kaufman Co. , Inc. Profit Sharing Safe Harbor 401(k) Plan declined sharply - down 17.4% during 2022, from $20M to $16M. Reported net income was -$3M.
How have Robert Kaufman Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert Kaufman Co., Inc.'s sponsor-wide assets declined 8.9%, from $16M to $15M.
Which 401(k) plans are similar in size to Robert Kaufman Co. , Inc. Profit Sharing Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plumbers Local 360 Pension Plan Supplemental in IL ($16M, 120 participants).
Which 401(k) plans cover a similar participant headcount to Robert Kaufman Co. , Inc. Profit Sharing Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (186 participants, $53K 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 952465050.

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.