Profit Sharing · DOL Form 5500 · 2023

Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
6
Participants Small participant base
57th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan · Sponsored by Kenneth Rodrigues & Partners, Inc. · California · Professional & Technical Services

$9M in assets, 6 participants

Kenneth Rodrigues & Partners, Inc.'s Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan reported $9M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,200 in Professional & Technical Services (20,321 peers)

Kenneth Rodrigues & Partners, Inc. multi-year trail

Kenneth Rodrigues & Partners, Inc.'s plans moved +10.6% in assets from 2022 to 2024; this filing shows Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan at $9M / 6 participants.

#11,200
in Professional & Technical Services (20,321 peers)
+1.5%
assets growth YoY

Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan vs every filed plan by assets

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

$9,144,023 Top 43% higher than 57% 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

Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan reported net income fell from $744K in the plan year 2022 filing to $138K in the plan year 2023 filing.
  • Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan reported participants fell from 10 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 770118200 · Kenneth Rodrigues & Partners, Inc. PY 2023 · Profit Sharing

Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan · $9M · 6 · 57th

  • EOY $9M
  • 5500 6
  • ASSETS 57th
  • PCT Profit Sharing
  • EIN near Dresser Argus Retirement Plan
  • RANK ind #11200

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 →

Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan in the asset neighbourhood

Dresser Argus Retirement Plan$9MOracle Caribbean Savings and Investment PlanOracle Caribbean Savings and…$9MSt Vincent's Orthopedics, P.C. Profit Sharing PlanSt Vincent's Orthopedics, P.…$9MKenneth Rodrigues & Partners, Inc. Profit Sharing PlanKenneth Rodrigues & Partners…$9MProfit Sharing Plan & Trust for the Employees of Hull Street Outlet IncProfit Sharing Plan & Trust …$9M
End-of-year total assets ($M) among Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Kenneth Rodrigues & Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kenneth Rodrigues & Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 10.591847493473535% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M 202220232024 $9.01M $9.96M ▲ +10.5%
Year Plans Participants Total Assets
2022 1 10 $9M
2023 1 6 $9M
2024 1 6 $10M

Kenneth Rodrigues & Partners, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$138K
Employer EIN770118200
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan, Total assets ($B): 0.009144023 · Participants: 6Kenneth Rodrigues & Partners, Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan side-by-side with 3 peers →

Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Dresser Argus Retirement Plan in NY ($9M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan assets move in 2023? ▼
Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan edged up modestly - up 1.5% during 2023, from $9M to $9M. Reported net income was $138K.
How have Kenneth Rodrigues & Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kenneth Rodrigues & Partners, Inc.'s sponsor-wide assets grew 10.6%, from $9M to $10M.
Which Profit Sharing plans are similar in size to Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dresser Argus Retirement Plan in NY ($9M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K 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 770118200.

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.