Profit Sharing · DOL Form 5500 · 2022

Rubicon Crossing Investments Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
25th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Rubicon Crossing Investments Inc. Retirement Plan · Sponsored by Rubicon Crossing Investments Inc. · North Carolina · Other Services

$1M in assets, 1 participants

Rubicon Crossing Investments Inc.'s Rubicon Crossing Investments Inc. Retirement Plan reported $1M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,086 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Rubicon Crossing Investments Inc. Retirement Plan ranks #4,086 of 8,398 2022 filers by assets (1964% of the sector average)-$1M for 1 participant.

#4,086
in Other Services (8,398 peers)
+67.7%
assets growth YoY

Rubicon Crossing Investments Inc. Retirement Plan among the smaller filed plans by assets

Rubicon Crossing Investments Inc. Retirement Plan vs every filed plan by assets

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

$1,021,897 25th percentile higher than 25% 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

Rubicon Crossing Investments Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rubicon Crossing Investments Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 851588607 · Rubicon Crossing Investments Inc. PY 2022 · Profit Sharing

Rubicon Crossing Investments Inc. Retirement Plan · $1M · 1 · 25th

  • PART $1M
  • PART 1
  • PART 25th
  • PART Profit Sharing
  • PART near Domingo Feliu Rosado & Angelina Dominguez Retirement Plan
  • PART ind #4086

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 Other Services retirement plans → · Plans in North Carolina →

Rubicon Crossing Investments Inc. Retirement Plan in the asset neighbourhood

Rubicon Crossing Investments Inc. Retirement PlanRubicon Crossing Investments…$1MDomingo Feliu Rosado & Angelina Dominguez Retirement PlanDomingo Feliu Rosado & Angel…$1MKurtz and Hornak Profit Sharing TrustKurtz and Hornak Profit Shar…$1MPenumbra Ventures Corporation Profit Sharing PlanPenumbra Ventures Corporatio…$1MJuster Pope Frazier Profit Sharing PlanJuster Pope Frazier Profit S…$1M
End-of-year total assets ($M) among Rubicon Crossing Investments Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$609K
Net Assets (End of Year)$1M
Net Income$413K
Employer EIN851588607
Plan Effective Date2020-07-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Rubicon Crossing Investments Inc.)

Sponsor-wide plan assets over time

All Rubicon Crossing Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$690K 32.44260429377912% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $1.02M $0.69M ▼ -32.4%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 3 $916K
2024 1 2 $690K

Nearby Profit Sharing Plans in North Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Rubicon Crossing Investments Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -0.500.511.52 Total assets ($B) Participants Rubicon Crossing Investments Inc. Retirement Plan, Total assets ($B): 0.001021897 · Participants: 1Rubicon Crossing Investments Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 1.870436298 · Participants: 29251Tax Deferred Savings Plan of Novant Health, Inc.Wakemed Retirement Savings Plan, Total assets ($B): 1.11733971 · Participants: 11689Wakemed Retirement Savings PlanCharter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 0.992833723 · Participants: 88468Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.09482539 · Participants: 5217Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.060345776 · Participants: 1358Baker & Taylor Retirement Savings Plan
Rubicon Crossing Investments Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Rubicon Crossing Investments Inc. Retirement Plan side-by-side with 3 peers →

Rubicon Crossing Investments Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Domingo Feliu Rosado & Angelina Dominguez Retirement Plan in PR ($1M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Rubicon Crossing Investments Inc. Retirement Plan assets move in 2022? ▼
Rubicon Crossing Investments Inc. Retirement Plan surged - up 67.7% during 2022, from $609K to $1M. Reported net income was $413K.
How have Rubicon Crossing Investments Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rubicon Crossing Investments Inc.'s sponsor-wide assets declined 32.4%, from $1M to $690K.
Where does Rubicon Crossing Investments Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Rubicon Crossing Investments Inc. Retirement Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Rubicon Crossing Investments Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Domingo Feliu Rosado & Angelina Dominguez Retirement Plan in PR ($1M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Rubicon Crossing Investments Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K 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 851588607.

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.