401(k) · DOL Form 5500 · 2023
Rumberger, Kirk & Caldwell, Professional Association 401(k) Plan
Data updated 2026-08-25
- $81M
- Total assets Below avg plan size
- 192
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $420,499
- Avg per participant High balance/head
Official DOL plan name: Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan · Sponsored by Rumberger, Kirk & Caldwell, Professional Association · Florida · Professional & Technical Services
$81M in assets, 192 participants
Rumberger, Kirk & Caldwell, Professional Association's Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan reported $81M in total assets and 192 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #18,490 in Professional & Technical Services (20,321 peers)
Coverage in Florida
Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan covers 192 participants in Florida, about 31% of the average Florida filer (state average ~628 per filing). Assets: $81M.
- #18,490
- in Professional & Technical Services (20,321 peers)
- +14.8%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan's outsized position by total assets
Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$80,735,737 Top 10% higher than 90% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Rumberger, Kirk & Caldwell, Professional Association Profit Sharing 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. Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan sits mid-pack in the medium band (192 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan reported net income rose from -$12M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan end-of-year assets rose from $70M in the plan year 2022 filing to $81M in the plan year 2023 filing.
- Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan reported participants rose from 190 in the plan year 2022 filing to 192 in the plan year 2023 filing.
DOL schedule card
Filing strip 592089901 · Rumberger, Kirk & Caldwell, Professional Association PY 2023 · 401(k)
Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan · $81M · 192 · 90th
- RANK $81M
- PHOTO 192
- IND 90th
- EOY 401(k)
- 5500 near Fairfield County Bank Incentive Retirement Plan
- ASSETS ind #18490
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 Florida →
Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | $10M |
| Employer EIN | 592089901 |
| Plan Effective Date | 1988-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rumberger, Kirk & Caldwell, Professional Association)
Sponsor-wide plan assets over time
All Rumberger, Kirk & Caldwell, Professional Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $92M 31.297288920600998% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 190 | $70M |
| 2023 | 1 | 192 | $81M |
| 2024 | 1 | 190 | $92M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Fairfield County Bank Incentive Retirement Plan in CT ($81M); by covered participants it is T Enterprises 401(k) Plan in MS (192 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81M here).
- Fairfield County Bank Incentive Retirement Plan (CT) $81M · 263
- Camden National Corporation Retirement Savings 401(k) Plan (ME) $81M · 632
- Gic 401(k) Plan (NY) $81M · 257
- Paloma Partners Retirement Plan (CT) $81M · 63
Similar participant headcount
Nearest other-state filings by covered participants (192 participants); asset peers above are excluded.
- T Enterprises 401(k) Plan (MS) 192 · 0 off
- Frontida Biopharm 401(k) Plan (PA) 192 · 0 off
- Ingardia Bros. Produce, Inc. Savings and Retirement Plan (CA) 192 · 0 off
- Ainsworth Game Technology Inc. Retirement Plan & Trust (NV) 192 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.