401(k) · DOL Form 5500 · 2022

RUGGERI-JENSEN-AZAR 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
84
Participants Small participant base
83rd
Percentile by assets National rank
$358,798
Avg per participant High balance/head
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Official DOL plan name: Ruggeri-Jensen-Azar 401(k) Retirement Plan · Sponsored by RUGGERI-JENSEN-AZAR · California · Retail Trade

$30M in assets, 84 participants

RUGGERI-JENSEN-AZAR's Ruggeri-Jensen-Azar 401(k) Retirement Plan reported $30M in total assets and 84 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #8,612 in Retail Trade (9,519 peers)

Where Ruggeri-Jensen-Azar 401(k) Retirement Plan sits by assets

Ruggeri-Jensen-Azar 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $30M for 84 participants (~$358,798/participant), down 17.8% in 2022.

#8,612
in Retail Trade (9,519 peers)
-17.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ruggeri-Jensen-Azar 401(k) Retirement Plan's outsized position by total assets

Ruggeri-Jensen-Azar 401(k) Retirement Plan vs every filed plan by assets

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

$30,139,039 Top 17% higher than 83% 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

Ruggeri-Jensen-Azar 401(k) Retirement 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. Ruggeri-Jensen-Azar 401(k) Retirement Plan is a small filing (84 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 770404780 · RUGGERI-JENSEN-AZAR PY 2022 · 401(k)

Ruggeri-Jensen-Azar 401(k) Retirement Plan · $30M · 84 · 83rd

  • PART $30M
  • PART 84
  • PART 83rd
  • PART 401(k)
  • PART near Heartland Technology Group Savings and Retirement Plan
  • PART ind #8612

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 Retail Trade retirement plans → · Plans in California →

Ruggeri-Jensen-Azar 401(k) Retirement Plan in the asset neighbourhood

Ruggeri-Jensen-Azar 401(k) Retirement PlanRuggeri-Jensen-Azar 401(k) R…$30MHeartland Technology Group Savings and Retirement PlanHeartland Technology Group S…$30MDuluth Holdings, Inc. 401(k) Profit Sharing PlanDuluth Holdings, Inc. 401(k)…$30MConcord Management, Ltd. 401(k) PlanConcord Management, Ltd. 401…$30MAj Antunes & Co. Profit Sharing and Employee Savings Plan and TrustAj Antunes & Co. Profit Shar…$30M
End-of-year total assets ($M) among Ruggeri-Jensen-Azar 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$30M
Net Income-$7M
Employer EIN770404780
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (RUGGERI-JENSEN-AZAR)

Sponsor-wide plan assets over time

All RUGGERI-JENSEN-AZAR plans reported in each filing year

Latest sponsor-wide plan assets
$41M 37.145746418789265% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.1M $41.3M ▲ +37.1%
Year Plans Participants Total Assets
2022 1 84 $30M
2023 1 95 $36M
2024 1 102 $41M

Nearby 401(k) Plans in California

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

Ruggeri-Jensen-Azar 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ruggeri-Jensen-Azar 401(k) Retirement Plan, Total assets ($B): 0.030139039 · Participants: 84Ruggeri-Jensen-Azar 401(k) Retirement 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
Ruggeri-Jensen-Azar 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ruggeri-Jensen-Azar 401(k) Retirement Plan side-by-side with 3 peers →

Ruggeri-Jensen-Azar 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Heartland Technology Group Savings and Retirement Plan in WI ($30M); by covered participants it is Taec 401(k) Profit Sharing Plan in UT (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Ruggeri-Jensen-Azar 401(k) Retirement Plan assets move in 2022? ▼
Ruggeri-Jensen-Azar 401(k) Retirement Plan declined sharply - down 17.8% during 2022, from $37M to $30M. Reported net income was -$7M.
How have RUGGERI-JENSEN-AZAR plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), RUGGERI-JENSEN-AZAR's sponsor-wide assets grew 37.1%, from $30M to $41M.
Where does Ruggeri-Jensen-Azar 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Ruggeri-Jensen-Azar 401(k) Retirement Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ruggeri-Jensen-Azar 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heartland Technology Group Savings and Retirement Plan in WI ($30M, 180 participants).
Which 401(k) plans cover a similar participant headcount to Ruggeri-Jensen-Azar 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Taec 401(k) Profit Sharing Plan in UT (84 participants, N/A 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 770404780.

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.