401(k) · DOL Form 5500 · 2022

Rutan & Tucker, LLP 401(k) Plan

Data updated 2026-08-11

$149M
Total assets
185
Participants
95th
Percentile by assets
$803,619
Avg per participant
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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.

  • 95th percentile by assets (of 139,126 plans)
  • #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.

$149M
total plan assets (2022 EOY)
185
covered participants
95th
percentile by assets (of 139,126 plans)
$803,619
avg assets per participant

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.

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Rutan & Tucker, LLP Profit Sharing Plan reports 185 participants - about 29% of that state average ($149M EOY assets).

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)

$150M$160M$170M$180M$190M$200M 202220232024 $162M $190M ▲ +17.3%
Total plan assets by year, all Rutan & Tucker, LLP plans on file
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

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 …Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Chevron Employee Sav…Intel 401(k) Savings…
Rutan & Tucker, LLP Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Rutan & Tucker, LLP Profit Sharing Plan by total assets, not by location.

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).

Filing takeaways

Ways to act on Rutan & Tucker, LLP Profit Sharing Plan's numbers.