401(k) · DOL Form 5500 · 2023

Rancho Research Institute 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
123
Participants Small participant base
66th
Percentile by assets National rank
$113,209
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rancho Research Institute 401(k) Retirement Plan · Sponsored by Rancho Research Institute · California · Professional & Technical Services

$14M in assets, 123 participants

Rancho Research Institute's Rancho Research Institute 401(k) Retirement Plan reported $14M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,203 in Professional & Technical Services (20,321 peers)

Coverage in California

Rancho Research Institute 401(k) Retirement Plan covers 123 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $14M.

#13,203
in Professional & Technical Services (20,321 peers)
+19.4%
assets growth YoY

Rancho Research Institute 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Rancho Research Institute 401(k) Retirement Plan vs every filed plan by assets

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

$13,924,747 Top 34% higher than 66% 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

Rancho Research Institute 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rancho Research Institute 401(k) Retirement Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rancho Research Institute 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Rancho Research Institute 401(k) Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Rancho Research Institute 401(k) Retirement Plan reported participants rose from 116 in the plan year 2022 filing to 123 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 951911180 · Rancho Research Institute PY 2023 · 401(k)

Rancho Research Institute 401(k) Retirement Plan · $14M · 123 · 66th

  • EBSA $14M
  • EBSA 123
  • EBSA 66th
  • EBSA 401(k)
  • EBSA near Sun Automation Inc. 401(k) Plan
  • EBSA ind #13203

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 →

Rancho Research Institute 401(k) Retirement Plan in the asset neighbourhood

Rubicon Technologies, LLC 401(k) PlanRubicon Technologies, LLC 40…$14MCore Bank Profit Sharing Plan and TrustCore Bank Profit Sharing Pla…$14MRancho Research Institute 401(k) Retirement PlanRancho Research Institute 40…$14MSun Automation Inc. 401(k) PlanSun Automation Inc. 401(k) P…$14MJewish Family & Children's Service Retirement PlanJewish Family & Children's S…$14M
End-of-year total assets ($M) among Rancho Research Institute 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN951911180
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rancho Research Institute)

Sponsor-wide plan assets over time

All Rancho Research Institute plans reported in each filing year

Latest sponsor-wide plan assets
$16M 37.59190555625085% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.7M $16.1M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 116 $12M
2023 1 123 $14M
2024 1 131 $16M

Nearby 401(k) Plans in California

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

Rancho Research Institute 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Rancho Research Institute 401(k) Retirement Plan, Total assets ($B): 0.013924747 · Participants: 123Rancho Research Institute 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Rancho Research Institute 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Rancho Research Institute 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sun Automation Inc. 401(k) Plan in MD ($14M); by covered participants it is Sunchase Salary Savings Plan in NC (123 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Rancho Research Institute 401(k) Retirement Plan assets move in 2023?
Rancho Research Institute 401(k) Retirement Plan grew sharply - up 19.4% during 2023, from $12M to $14M. Reported net income was $2M.
How have Rancho Research Institute plan assets changed over time?
Across 3 plan years on file (2022-2024), Rancho Research Institute's sponsor-wide assets grew 37.6%, from $12M to $16M.
Which 401(k) plans are similar in size to Rancho Research Institute 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Sun Automation Inc. 401(k) Plan in MD ($14M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Rancho Research Institute 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Sunchase Salary Savings Plan in NC (123 participants, $2M in assets).