401(k) · DOL Form 5500 · 2022

Rule Joy Trammell & Rubio, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
94
Participants Small participant base
67th
Percentile by assets National rank
$116,257
Avg per participant Below avg balance/head
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Official DOL plan name: Rule Joy Trammell & Rubio 401(k) Retirement Plan · Sponsored by Rule Joy Trammell & Rubio, LLC · Georgia · Professional & Technical Services

$11M in assets, 94 participants

Rule Joy Trammell & Rubio, LLC's Rule Joy Trammell & Rubio 401(k) Retirement Plan reported $11M in total assets and 94 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #14,178 in Professional & Technical Services (21,562 peers)

Rule Joy Trammell & Rubio, LLC multi-year trail

Rule Joy Trammell & Rubio, LLC's plans moved +42.4% in assets from 2022 to 2024; this filing shows Rule Joy Trammell & Rubio 401(k) Retirement Plan at $11M / 94 participants.

#14,178
in Professional & Technical Services (21,562 peers)
-8.3%
assets change YoY

The plan reported a net loss of $993K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rule Joy Trammell & Rubio 401(k) Retirement Plan's outsized position by total assets

Rule Joy Trammell & Rubio 401(k) Retirement Plan vs every filed plan by assets

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

$10,928,188 Top 33% higher than 67% 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

Rule Joy Trammell & Rubio 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rule Joy Trammell & Rubio 401(k) Retirement Plan is a small filing (94 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 202218169 · Rule Joy Trammell & Rubio, LLC PY 2022 · 401(k)

Rule Joy Trammell & Rubio 401(k) Retirement Plan · $11M · 94 · 67th

  • PCT $11M
  • EIN 94
  • RANK 67th
  • PHOTO 401(k)
  • IND near Solatube International, Inc. 401(k) Plan
  • EOY ind #14178

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 Georgia →

Rule Joy Trammell & Rubio 401(k) Retirement Plan in the asset neighbourhood

Rule Joy Trammell & Rubio 401(k) Retirement PlanRule Joy Trammell & Rubio 40…$11MSolatube International, Inc. 401(k) PlanSolatube International, Inc.…$11MBay Oral Surgery & Implant Center, Ltd. Employees' 401(k) Profit Sharing PlanBay Oral Surgery & Implant C…$11MLogistec USA Inc. 401(k) Retirement PlanLogistec USA Inc. 401(k) Ret…$11MElementia USA LLC Retirement PlanElementia USA LLC Retirement…$11M
End-of-year total assets ($M) among Rule Joy Trammell & Rubio 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Rule Joy Trammell & Rubio, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Rule Joy Trammell & Rubio, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 42.43773990710994% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.9M $15.6M ▲ +42.5%
Year Plans Participants Total Assets
2022 1 94 $11M
2023 1 105 $13M
2024 1 94 $16M

Rule Joy Trammell & Rubio, LLC filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$993K
Employer EIN202218169
Plan Effective Date2010-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Rule Joy Trammell & Rubio 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Rule Joy Trammell & Rubio 401(k) Retirement Plan, Total assets ($B): 0.010928188 · Participants: 94Rule Joy Trammell & Rubio 401(k) Retirement PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Rule Joy Trammell & Rubio 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Rule Joy Trammell & Rubio 401(k) Retirement Plan side-by-side with 3 peers →

Rule Joy Trammell & Rubio 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Solatube International, Inc. 401(k) Plan in CA ($11M); by covered participants it is Coforge Bpm, Inc. 401(k) Plan in ID (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Rule Joy Trammell & Rubio 401(k) Retirement Plan assets move in 2022? ▼
Rule Joy Trammell & Rubio 401(k) Retirement Plan pulled back noticeably - down 8.3% during 2022, from $12M to $11M. Reported net income was -$993K.
How have Rule Joy Trammell & Rubio, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rule Joy Trammell & Rubio, LLC's sponsor-wide assets grew 42.4%, from $11M to $16M.
Which 401(k) plans are similar in size to Rule Joy Trammell & Rubio 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Solatube International, Inc. 401(k) Plan in CA ($11M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Rule Joy Trammell & Rubio 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coforge Bpm, Inc. 401(k) Plan in ID (94 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 202218169.

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.