401(k) · DOL Form 5500 · 2023

Jack Rutberg Fine Arts, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
30th
Percentile by assets National rank
$663,609
Avg per participant High balance/head
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Official DOL plan name: Jack Rutberg Fine Arts, Inc. 401(k) Profit Sharing Plan · Sponsored by Jack Rutberg Fine Arts, Inc. · California · Retail Trade

$2M in assets, 3 participants

Jack Rutberg Fine Arts, Inc.'s Jack Rutberg Fine Arts, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #3,573 in Retail Trade (8,414 peers)

Jack Rutberg Fine Arts, Inc. multi-year trail

Jack Rutberg Fine Arts, Inc.'s plans moved +57.9% in assets from 2022 to 2024; this filing shows Jack Rutberg Fine Arts, Inc. 401(k) Profit Sharing Plan at $2M / 3 participants.

#3,573
in Retail Trade (8,414 peers)
+31.8%
assets growth YoY

Jack Rutberg Fine Arts, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Jack Rutberg Fine Arts, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,990,828 30th percentile higher than 30% 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

Jack Rutberg Fine Arts, Inc. 401(k) 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. Jack Rutberg Fine Arts, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jack Rutberg Fine Arts, Inc. 401(k) Profit Sharing Plan reported net income fell from $707K in the plan year 2022 filing to $481K in the plan year 2023 filing.
  • Jack Rutberg Fine Arts, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 953517557 · Jack Rutberg Fine Arts, Inc. PY 2023 · 401(k)

Jack Rutberg Fine Arts, Inc. 401(k) Profit Sharing Plan · $2M · 3 · 30th

  • PCT $2M
  • EIN 3
  • RANK 30th
  • PHOTO 401(k)
  • IND near Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust
  • EOY ind #3573

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 Retail Trade retirement plans → · Plans in California →

Jack Rutberg Fine Arts, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Jack Rutberg Fine Arts, Inc. 401(k) Profit Sharing PlanJack Rutberg Fine Arts, Inc.…$2MHeidi S Holland Do LLC 401(k) Profit Sharing Plan & TrustHeidi S Holland Do LLC 401(k…$2MQsr Executive Enterprises 401(k) PlanQsr Executive Enterprises 40…$2MEncore Repair Services LLC 401(k) PlanEncore Repair Services LLC 4…$2MGrs Management Associates 401(k) PlanGrs Management Associates 40…$2M
End-of-year total assets ($M) among Jack Rutberg Fine Arts, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jack Rutberg Fine Arts, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jack Rutberg Fine Arts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 57.87684430924402% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.51M $2.38M ▲ +57.6%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 3 $2M

Jack Rutberg Fine Arts, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$481K
Employer EIN953517557
Plan Effective Date1992-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Jack Rutberg Fine Arts, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jack Rutberg Fine Arts, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.001990828 · Participants: 3Jack Rutberg Fine Arts, Inc. 401(k) Profit Sharing 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
Jack Rutberg Fine Arts, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jack Rutberg Fine Arts, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jack Rutberg Fine Arts, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust in AZ ($2M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Jack Rutberg Fine Arts, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Jack Rutberg Fine Arts, Inc. 401(k) Profit Sharing Plan surged - up 31.8% during 2023, from $2M to $2M. Reported net income was $481K.
How have Jack Rutberg Fine Arts, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jack Rutberg Fine Arts, Inc.'s sponsor-wide assets grew 57.9%, from $2M to $2M.
Which 401(k) plans are similar in size to Jack Rutberg Fine Arts, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heidi S Holland Do LLC 401(k) Profit Sharing Plan & Trust in AZ ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Jack Rutberg Fine Arts, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 953517557.

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.