401(k) · DOL Form 5500 · 2022
Team Rubicon 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 163
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $37,489
- Avg per participant Low balance/head
Official DOL plan name: Kick Ass Retirement Plan · Sponsored by Team Rubicon · California · Healthcare & Social Assistance
$6M in assets, 163 participants
Team Rubicon's Kick Ass Retirement Plan reported $6M in total assets and 163 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.
- #12,144 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Kick Ass Retirement Plan covers 163 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $6M.
- #12,144
- in Healthcare & Social Assistance (20,060 peers)
- -2.0%
- assets change YoY
The plan reported a net loss of $126K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kick Ass Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Kick Ass Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,110,769 Top 45% higher than 55% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Kick Ass Retirement 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. Kick Ass Retirement Plan sits mid-pack in the medium band (163 participants).
DOL schedule card
Filing strip 271720480 · Team Rubicon PY 2022 · 401(k)
Kick Ass Retirement Plan · $6M · 163 · 55th
- RANK $6M
- RANK 163
- RANK 55th
- RANK 401(k)
- RANK near Gh III Management, LLC Salary Deferral Plan
- RANK ind #12144
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 →
Kick Ass Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$126K |
| Employer EIN | 271720480 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Team Rubicon)
Sponsor-wide plan assets over time
All Team Rubicon plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 38.40829198420035% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 163 | $6M |
| 2023 | 1 | 187 | $8M |
| 2024 | 1 | 194 | $8M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Kick Ass Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Gh III Management, LLC Salary Deferral Plan in TX ($6M); by covered participants it is Orchid Underwriters Agency 401(k) Plan in FL (163 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Gh III Management, LLC Salary Deferral Plan (TX) $6M · 123
- Clearcompany 401(k) Plan (MA) $6M · 208
- Turner Auto Group 401(k) Plan (PA) $6M · 127
- S.I.R. Management, Inc. Retirement Plan and Trust (IL) $6M · 570
Similar participant headcount
Nearest other-state filings by covered participants (163 participants); asset peers above are excluded.
- Orchid Underwriters Agency 401(k) Plan (FL) 163 · 0 off
- Dot Leasing Inc 401(k) Profit Sharing Plan & Trust (TX) 163 · 0 off
- D & D Sexton, Inc. 401(k) Profit Sharing Plan (MO) 163 · 0 off
- Uha 401(k) Plan (HI) 163 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.