401(k) · DOL Form 5500 · 2023

Ruben John Incorporated 401(k) Plan

Data updated 2026-08-25

$873K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$436,743
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ruben John 401(k) Trust · Sponsored by Ruben John Incorporated · Wisconsin · Agriculture, Forestry & Fishing

$873K in assets, 2 participants

Ruben John Incorporated's Ruben John 401(k) Trust reported $873K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #261 in Agriculture, Forestry & Fishing (1,288 peers)

What the 2023 filing shows

Ruben John 401(k) Trust holds $873K for 2 participants - about $436,743 per participant, among the smaller plans by assets on file.

#261
in Agriculture, Forestry & Fishing (1,288 peers)
-0.8%
assets change YoY

The plan reported a net loss of $7K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ruben John 401(k) Trust among the smaller filed plans by assets

Ruben John 401(k) Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$873,485 22nd percentile higher than 22% of 127,068 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 2023

Ruben John 401(k) Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ruben John 401(k) Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ruben John 401(k) Trust reported net income fell from $11K in the plan year 2022 filing to -$7K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 852918024 · Ruben John Incorporated PY 2023 · 401(k)

Ruben John 401(k) Trust · $873K · 2 · 22nd

  • TYPE $873K
  • NET 2
  • BOOK 22nd
  • VS-ST 401(k)
  • BOY near Evergreen Restorations Co. Retirement Plan
  • SCH ind #261

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Wisconsin →

Ruben John 401(k) Trust in the asset neighbourhood

Ruben John 401(k) Trust$873KEvergreen Restorations Co. Retirement PlanEvergreen Restorations Co. R…$873KSummit Door Automation Retirement PlanSummit Door Automation Retir…$874KGas Turbine Applications 401(k) PlanGas Turbine Applications 401…$873KBeemer Enterprises, Inc. 401(k) Profit Sharing PlanBeemer Enterprises, Inc. 401…$874K
End-of-year total assets ($M) among Ruben John 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$881K
Net Assets (End of Year)$873K
Net Income-$7K
Employer EIN852918024
Plan Effective Date2020-09-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Ruben John Incorporated)

Sponsor-wide plan assets over time

All Ruben John Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$913K 3.621850761992989% vs 2022
2024 filing year
$0.86M$0.88M$0.9M$0.92M 202220232024 $0.88M $0.91M ▲ +3.4%
Year Plans Participants Total Assets
2022 1 2 $881K
2023 1 2 $873K
2024 1 2 $913K

Nearby 401(k) Plans in Wisconsin

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

Ruben John 401(k) Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Ruben John 401(k) Trust, Total assets ($B): 0.000873485 · Participants: 2Ruben John 401(k) TrustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Ruben John 401(k) Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Ruben John 401(k) Trust side-by-side with 3 peers →

Ruben John 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Evergreen Restorations Co. Retirement Plan in VA ($873K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ruben John 401(k) Trust assets move in 2023? ▼
Ruben John 401(k) Trust held essentially flat - down 0.8% during 2023, from $881K to $873K. Reported net income was -$7K.
How have Ruben John Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ruben John Incorporated's sponsor-wide assets grew 3.6%, from $881K to $913K.
Where does Ruben John 401(k) Trust rank by assets among Form 5500 filers? ▼
Ruben John 401(k) Trust ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Ruben John 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is Evergreen Restorations Co. Retirement Plan in VA ($873K, 14 participants).
Which 401(k) plans cover a similar participant headcount to Ruben John 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 852918024.

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.