401(k) · DOL Form 5500 · 2022

Rathbun Associates 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
17
Participants Small participant base
29th
Percentile by assets National rank
$81,333
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rathbun Associates 401(k) Plan and Trust · Sponsored by Rathbun Associates · California · Other Services

$1M in assets, 17 participants

Rathbun Associates's Rathbun Associates 401(k) Plan and Trust reported $1M in total assets and 17 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,400 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Rathbun Associates 401(k) Plan and Trust ranks #4,400 of 8,398 2022 filers by assets (1452% of the sector average)-$1M for 17 participants.

#4,400
in Other Services (8,398 peers)
+11.2%
assets growth YoY

Rathbun Associates 401(k) Plan and Trust among the smaller filed plans by assets

Rathbun Associates 401(k) Plan and Trust vs every filed plan by assets

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

$1,382,662 29th percentile higher than 29% 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

Rathbun Associates 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rathbun Associates 401(k) Plan and Trust is a small filing (17 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 941653463 · Rathbun Associates PY 2022 · 401(k)

Rathbun Associates 401(k) Plan and Trust · $1M · 17 · 29th

  • BOY $1M
  • BOY 17
  • BOY 29th
  • BOY 401(k)
  • BOY near Hidden Oak Ventures, Inc. 401(k) Plan
  • BOY ind #4400

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 California →

Rathbun Associates 401(k) Plan and Trust in the asset neighbourhood

Rathbun Associates 401(k) Plan and TrustRathbun Associates 401(k) Pl…$1MHidden Oak Ventures, Inc. 401(k) PlanHidden Oak Ventures, Inc. 40…$1MNarayan Retirement Plan$1MEast Fork Pottery, LLC 401(k) PlanEast Fork Pottery, LLC 401(k…$1MCreative Media Marketing, Inc. 401(k) Profit Sharing PlanCreative Media Marketing, In…$1M
End-of-year total assets ($M) among Rathbun Associates 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$139K
Employer EIN941653463
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rathbun Associates)

Sponsor-wide plan assets over time

All Rathbun Associates plans reported in each filing year

Latest sponsor-wide plan assets
$2M 19.680080887447545% vs 2022
2024 filing year
$1.3M$1.4M$1.5M$1.6M$1.7M 202220232024 $1.38M $1.65M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 17 $1M
2023 1 19 $1M
2024 1 18 $2M

Nearby 401(k) Plans in California

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

Rathbun Associates 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Rathbun Associates 401(k) Plan and Trust, Total assets ($B): 0.001382662 · Participants: 17Rathbun Associates 401(k) Plan and TrustWells 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
Rathbun Associates 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Rathbun Associates 401(k) Plan and Trust side-by-side with 3 peers →

Rathbun Associates 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hidden Oak Ventures, Inc. 401(k) Plan in DC ($1M); by covered participants it is Seed Enhancements, LLC 401(k) Plan in ID (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Rathbun Associates 401(k) Plan and Trust assets move in 2022? ▼
Rathbun Associates 401(k) Plan and Trust grew at a solid clip - up 11.2% during 2022, from $1M to $1M. Reported net income was $139K.
How have Rathbun Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rathbun Associates's sponsor-wide assets grew 19.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Rathbun Associates 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hidden Oak Ventures, Inc. 401(k) Plan in DC ($1M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Rathbun Associates 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Seed Enhancements, LLC 401(k) Plan in ID (17 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 941653463.

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.