401(k) · DOL Form 5500 · 2022

Rutan & Tucker, LLP 401(k) Plan

Data updated 2026-08-25

$149M
Total assets Near avg plan size
185
Participants Below avg headcount
95th
Percentile by assets National rank
$803,619
Avg per participant High balance/head
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Official DOL plan name: Rutan & Tucker, LLP Profit Sharing Plan · Sponsored by Rutan & Tucker, LLP · California · Professional & Technical Services

$149M in assets, 185 participants

Rutan & Tucker, LLP's Rutan & Tucker, LLP Profit Sharing Plan reported $149M in total assets and 185 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #20,631 in Professional & Technical Services (21,562 peers)

Coverage in California

Rutan & Tucker, LLP Profit Sharing Plan covers 185 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $149M.

#20,631
in Professional & Technical Services (21,562 peers)
-17.0%
assets change YoY
1.5×
vs typical plan assets (national mean)

The plan reported a net loss of $34M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rutan & Tucker, LLP Profit Sharing Plan's outsized position by total assets

Rutan & Tucker, LLP Profit Sharing Plan vs every filed plan by assets

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

$148,669,602 Top 5% higher than 95% 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

Rutan & Tucker, LLP Profit Sharing 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. Rutan & Tucker, LLP Profit Sharing Plan sits mid-pack in the medium band (185 participants).

DOL schedule card

Filing strip 953519027 · Rutan & Tucker, LLP PY 2022 · 401(k)

Rutan & Tucker, LLP Profit Sharing Plan · $149M · 185 · 95th

  • RANK $149M
  • PHOTO 185
  • IND 95th
  • EOY 401(k)
  • 5500 near Appian Corporation 401(k) Plan
  • ASSETS ind #20631

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 Professional & Technical Services retirement plans → · Plans in California →

Rutan & Tucker, LLP Profit Sharing Plan in the asset neighbourhood

Buckle 401(k) Plan$149MRutan & Tucker, LLP Profit Sharing PlanRutan & Tucker, LLP Profit S…$149MAppian Corporation 401(k) PlanAppian Corporation 401(k) Pl…$149MNeal, Gerber & Eisenberg Profit Sharing/401(k) PlanNeal, Gerber & Eisenberg Pro…$149MCrown Cork & Seal Company, Inc. Retirement Thrift PlanCrown Cork & Seal Company, I…$149M
End-of-year total assets ($M) among Rutan & Tucker, LLP Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$179M
Net Assets (End of Year)$149M
Net Income-$34M
Employer EIN953519027
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rutan & Tucker, LLP)

Sponsor-wide plan assets over time

All Rutan & Tucker, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$190M 17.310987647506067% vs 2022
2024 filing year
$150M$160M$170M$180M$190M$200M 202220232024 $162M $190M ▲ +17.3%
Year Plans Participants Total Assets
2022 2 253 $162M
2023 2 253 $179M
2024 2 257 $190M

Nearby 401(k) Plans in California

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

Rutan & Tucker, LLP Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Rutan & Tucker, LLP Profit Sharing Plan, Total assets ($B): 0.148669602 · Participants: 185Rutan & Tucker, LLP Profit Sharing 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
Rutan & Tucker, LLP Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Rutan & Tucker, LLP Profit Sharing Plan side-by-side with 3 peers →

Rutan & Tucker, LLP Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Appian Corporation 401(k) Plan in VA ($149M); by covered participants it is Brew City Pizza, Inc. Retirement Plan in WI (185 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($149M here).

Similar participant headcount

Nearest other-state filings by covered participants (185 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 Rutan & Tucker, LLP Profit Sharing Plan assets move in 2022? ▼
Rutan & Tucker, LLP Profit Sharing Plan declined sharply - down 17.0% during 2022, from $179M to $149M. Reported net income was -$34M.
How have Rutan & Tucker, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rutan & Tucker, LLP's sponsor-wide assets grew 17.3%, from $162M to $190M.
Where does Rutan & Tucker, LLP Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Rutan & Tucker, LLP Profit Sharing Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Rutan & Tucker, LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Appian Corporation 401(k) Plan in VA ($149M, 1,340 participants).
Which 401(k) plans cover a similar participant headcount to Rutan & Tucker, LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brew City Pizza, Inc. Retirement Plan in WI (185 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 953519027.

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.