401(k) · DOL Form 5500 · 2022

Rbt Cpas, LLP 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
104
Participants Small participant base
51st
Percentile by assets National rank
$50,136
Avg per participant Low balance/head
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Official DOL plan name: Rbt Cpas LLP 401(k) Profit Sharing Plan and Trust · Sponsored by Rbt Cpas, LLP · New York · Professional & Technical Services

$5M in assets, 104 participants

Rbt Cpas, LLP's Rbt Cpas LLP 401(k) Profit Sharing Plan and Trust reported $5M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,628 in Professional & Technical Services (21,562 peers)

Coverage in New York

Rbt Cpas LLP 401(k) Profit Sharing Plan and Trust covers 104 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $5M.

#10,628
in Professional & Technical Services (21,562 peers)
-7.1%
assets change YoY

The plan reported a net loss of $399K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rbt Cpas LLP 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Rbt Cpas LLP 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$5,214,157 Top 49% higher than 51% 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

Rbt Cpas LLP 401(k) Profit Sharing Plan and Trust 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. Rbt Cpas LLP 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (104 participants).

Published 5500 schedule card

Filing strip 141604297 · Rbt Cpas, LLP PY 2022 · 401(k)

Rbt Cpas LLP 401(k) Profit Sharing Plan and Trust · $5M · 104 · 51st

  • RANK $5M
  • RANK 104
  • RANK 51st
  • RANK 401(k)
  • RANK near Tucson Federal Credit Union 401(k) Plan
  • RANK ind #10628

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 New York →

Rbt Cpas LLP 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Rbt Cpas LLP 401(k) Profit Sharing Plan and TrustRbt Cpas LLP 401(k) Profit S…$5MTucson Federal Credit Union 401(k) PlanTucson Federal Credit Union …$5MEmployee Benefit Plan of Friends Committee on National Legislation, Inc.Employee Benefit Plan of Fri…$5MThe Cara Group, Inc. Employees Savings TrustThe Cara Group, Inc. Employe…$5MOral Surgery Associates, LLP Profit Sharing Plan & TrustOral Surgery Associates, LLP…$5M
End-of-year total assets ($M) among Rbt Cpas LLP 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$399K
Employer EIN141604297
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rbt Cpas, LLP)

Sponsor-wide plan assets over time

All Rbt Cpas, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$8M 61.37546299430569% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $5.21M $8.41M ▲ +61.4%
Year Plans Participants Total Assets
2022 1 104 $5M
2023 1 114 $7M
2024 1 117 $8M

Nearby 401(k) Plans in New York

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

Rbt Cpas LLP 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Rbt Cpas LLP 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.005214157 · Participants: 104Rbt Cpas LLP 401(k) Profit Sharing Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Rbt Cpas LLP 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Rbt Cpas LLP 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Rbt Cpas LLP 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tucson Federal Credit Union 401(k) Plan in AZ ($5M); by covered participants it is First City Credit Union 401(k) Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Rbt Cpas LLP 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Rbt Cpas LLP 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 7.1% during 2022, from $6M to $5M. Reported net income was -$399K.
How have Rbt Cpas, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rbt Cpas, LLP's sponsor-wide assets grew 61.4%, from $5M to $8M.
Which 401(k) plans are similar in size to Rbt Cpas LLP 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tucson Federal Credit Union 401(k) Plan in AZ ($5M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Rbt Cpas LLP 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is First City Credit Union 401(k) Plan in CA (104 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 141604297.

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.