401(k) · DOL Form 5500 · 2023

Rubenstein Isaacs, P.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
29th
Percentile by assets National rank
$347,465
Avg per participant High balance/head
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Official DOL plan name: Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and Trust · Sponsored by Rubenstein Isaacs, P.C. · Michigan · Professional & Technical Services

$2M in assets, 5 participants

Rubenstein Isaacs, P.C.'s Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,980 in Professional & Technical Services (20,321 peers)

Rubenstein Isaacs, P.C. multi-year trail

Rubenstein Isaacs, P.C.'s plans moved -40.5% in assets from 2022 to 2024; this filing shows Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and Trust at $2M / 5 participants.

#4,980
in Professional & Technical Services (20,321 peers)
+20.0%
assets growth YoY

Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,737,325 29th percentile higher than 29% 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

Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and 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. Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and Trust reported net income rose from -$528K in the plan year 2022 filing to $290K in the plan year 2023 filing.
  • Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 383069398 · Rubenstein Isaacs, P.C. PY 2023 · 401(k)

Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and Trust · $2M · 5 · 29th

  • IND $2M
  • IND 5
  • IND 29th
  • IND 401(k)
  • IND near Glacier Management Associates, LLC 401(k) Plan
  • IND ind #4980

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 Michigan →

Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and TrustRubenstein Isaacs, P.C. 401(…$2MGlacier Management Associates, LLC 401(k) PlanGlacier Management Associate…$2MSielaff Corporation 401(k) PlanSielaff Corporation 401(k) P…$2MGkm Accounting Group Inc. 401(k) PlanGkm Accounting Group Inc. 40…$2MDenios, Inc 401(k) Plan$2M
End-of-year total assets ($M) among Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rubenstein Isaacs, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Rubenstein Isaacs, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$861K 40.52360281961238% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $1.45M $0.86M ▼ -40.7%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 5 $2M
2024 2 6 $861K

Rubenstein Isaacs, P.C. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$290K
Employer EIN383069398
Plan Effective Date1986-09-04
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.001737325 · Participants: 5Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Glacier Management Associates, LLC 401(k) Plan in CO ($2M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and Trust grew sharply - up 20.0% during 2023, from $1M to $2M. Reported net income was $290K.
How have Rubenstein Isaacs, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rubenstein Isaacs, P.C.'s sponsor-wide assets declined 40.5%, from $1M to $861K.
Which 401(k) plans are similar in size to Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Glacier Management Associates, LLC 401(k) Plan in CO ($2M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Rubenstein Isaacs, P.C. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 383069398.

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.