Other · DOL Form 5500 · 2022

Rubicon Programs, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
165
Participants Small participant base
54th
Percentile by assets National rank
$36,088
Avg per participant Low balance/head
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Official DOL plan name: Rubicon Programs 403(b) Plan · Sponsored by Rubicon Programs, Inc. · California · Healthcare & Social Assistance

$6M in assets, 165 participants

Rubicon Programs, Inc.'s Rubicon Programs 403(b) Plan reported $6M in total assets and 165 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #12,034 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Rubicon Programs 403(b) Plan covers 165 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $6M.

#12,034
in Healthcare & Social Assistance (20,060 peers)
-18.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rubicon Programs 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Rubicon Programs 403(b) Plan vs every filed plan by assets

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

$5,954,549 Top 46% higher than 54% 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 Programs 403(b) 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. Rubicon Programs 403(b) Plan sits mid-pack in the medium band (165 participants).

Published 5500 schedule card

Filing strip 942301550 · Rubicon Programs, Inc. PY 2022 · Other

Rubicon Programs 403(b) Plan · $6M · 165 · 54th

  • PCT $6M
  • EIN 165
  • RANK 54th
  • PHOTO Other
  • IND near Nebraska Children and Families Foundation 403(b) Retirement Plan
  • EOY ind #12034

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Rubicon Programs 403(b) Plan in the asset neighbourhood

St. Andrews on the Marsh, Inc 403(b) DC PlanSt. Andrews on the Marsh, In…$6MRubicon Programs 403(b) Plan$6MNebraska Children and Families Foundation 403(b) Retirement PlanNebraska Children and Famili…$6MThe Christian Herald Association, Inc. Tax Deferred Annuity PlanThe Christian Herald Associa…$6MAntelope Memorial Hospital Retirement PlanAntelope Memorial Hospital R…$6M
End-of-year total assets ($M) among Rubicon Programs 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN942301550
Plan Effective Date2002-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rubicon Programs, Inc.)

Sponsor-wide plan assets over time

All Rubicon Programs, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 45.1498845672443% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.95M $8.64M ▲ +45.2%
Year Plans Participants Total Assets
2022 1 165 $6M
2023 1 193 $8M
2024 1 156 $9M

Nearby Other Plans in California

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

Rubicon Programs 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Rubicon Programs 403(b) Plan, Total assets ($B): 0.005954549 · Participants: 165Rubicon Programs 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Rubicon Programs 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Rubicon Programs 403(b) Plan side-by-side with 3 peers →

Rubicon Programs 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Nebraska Children and Families Foundation 403(b) Retirement Plan in NE ($6M); by covered participants it is Three Rivers Hospital 403b Plan in TN (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Rubicon Programs 403(b) Plan assets move in 2022? ▼
Rubicon Programs 403(b) Plan declined sharply - down 18.9% during 2022, from $7M to $6M. Reported net income was -$1M.
How have Rubicon Programs, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rubicon Programs, Inc.'s sponsor-wide assets grew 45.1%, from $6M to $9M.
Which Other plans are similar in size to Rubicon Programs 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Nebraska Children and Families Foundation 403(b) Retirement Plan in NE ($6M, 93 participants).
Which Other plans cover a similar participant headcount to Rubicon Programs 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Three Rivers Hospital 403b Plan in TN (165 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 942301550.

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.