401(k) · DOL Form 5500 · 2023

Rugby Holdings LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
660
Participants Below avg headcount
78th
Percentile by assets National rank
$42,657
Avg per participant Low balance/head
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Official DOL plan name: Rugby 401(k) Plan · Sponsored by Rugby Holdings LLC · New Hampshire · Retail Trade

$28M in assets, 660 participants

Rugby Holdings LLC's Rugby 401(k) Plan reported $28M in total assets and 660 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #7,311 in Retail Trade (8,414 peers)

Coverage in New Hampshire

Rugby 401(k) Plan covers 660 participants in New Hampshire, 2.2x the typical New Hampshire plan (state average ~301 per filing). Assets: $28M.

#7,311
in Retail Trade (8,414 peers)
+26.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Rugby 401(k) Plan's outsized position by total assets

Rugby 401(k) Plan vs every filed plan by assets

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

$28,153,377 Top 22% higher than 78% 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

Rugby 401(k) 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. Rugby 401(k) Plan sits mid-pack in the medium band (660 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rugby 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Rugby 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Rugby 401(k) Plan reported participants rose from 612 in the plan year 2022 filing to 660 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 812554323 · Rugby Holdings LLC PY 2023 · 401(k)

Rugby 401(k) Plan · $28M · 660 · 78th

  • 5500 $28M
  • ASSETS 660
  • PCT 78th
  • EIN 401(k)
  • RANK near Mattoon Precision Mfg., Inc. Ps 401(k) Plan
  • PHOTO ind #7311

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 New Hampshire →

Rugby 401(k) Plan in the asset neighbourhood

Coatue Management, LLC 401(k) PlanCoatue Management, LLC 401(k…$28MRugby 401(k) Plan$28MMattoon Precision Mfg., Inc. Ps 401(k) PlanMattoon Precision Mfg., Inc.…$28MEndpoint Clinical, Inc. 401(k) PlanEndpoint Clinical, Inc. 401(…$28MMichigan Glass and Glazing Industry Defined Contribution PlanMichigan Glass and Glazing I…$28M
End-of-year total assets ($M) among Rugby 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Hampshire filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$28M
Net Income$6M
Employer EIN812554323
Plan Effective Date2016-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rugby Holdings LLC)

Sponsor-wide plan assets over time

All Rugby Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 47.94136040033873% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.3M $33M ▲ +47.9%
Year Plans Participants Total Assets
2022 1 612 $22M
2023 1 660 $28M
2024 1 646 $33M

Nearby 401(k) Plans in New Hampshire

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

Rugby 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. 050001000015000 0200400600800 Total assets ($M) Participants Rugby 401(k) Plan, Total assets ($M): 28.153377 · Participants: 660Rugby 401(k) PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Rugby 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Rugby 401(k) Plan side-by-side with 3 peers →

Rugby 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Mattoon Precision Mfg., Inc. Ps 401(k) Plan in IL ($28M); by covered participants it is Bryan Hospital Kearney D. B. a. Kearney Regional Medical Center Retirement Plan in NE (660 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (660 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 Rugby 401(k) Plan assets move in 2023? ▼
Rugby 401(k) Plan grew sharply - up 26.2% during 2023, from $22M to $28M. Reported net income was $6M.
How have Rugby Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rugby Holdings LLC's sponsor-wide assets grew 47.9%, from $22M to $33M.
Where does Rugby 401(k) Plan rank by assets among Form 5500 filers? ▼
Rugby 401(k) Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Rugby 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mattoon Precision Mfg., Inc. Ps 401(k) Plan in IL ($28M, 149 participants).
Which 401(k) plans cover a similar participant headcount to Rugby 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bryan Hospital Kearney D. B. a. Kearney Regional Medical Center Retirement Plan in NE (660 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 812554323.

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.