401(k) · DOL Form 5500 · 2023

Rubenstein Law P.a. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
208
Participants Below avg headcount
60th
Percentile by assets National rank
$51,120
Avg per participant Low balance/head
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Official DOL plan name: Rubenstein Law P.a. 401(k) Plan · Sponsored by Rubenstein Law P.a. · Florida · Professional & Technical Services

$11M in assets, 208 participants

Rubenstein Law P.a.'s Rubenstein Law P.a. 401(k) Plan reported $11M in total assets and 208 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,930 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Rubenstein Law P.a. 401(k) Plan covers 208 participants in Florida, about 33% of the average Florida filer (state average ~628 per filing). Assets: $11M.

#11,930
in Professional & Technical Services (20,321 peers)
+39.5%
assets growth YoY

Rubenstein Law P.a. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Rubenstein Law P.a. 401(k) Plan vs every filed plan by assets

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

$10,632,881 Top 40% higher than 60% 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 Law P.a. 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. Rubenstein Law P.a. 401(k) Plan sits mid-pack in the medium band (208 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rubenstein Law P.a. 401(k) Plan reported net income rose from $98K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Rubenstein Law P.a. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Rubenstein Law P.a. 401(k) Plan reported participants fell from 234 in the plan year 2022 filing to 208 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 650715749 · Rubenstein Law P.a. PY 2023 · 401(k)

Rubenstein Law P.a. 401(k) Plan · $11M · 208 · 60th

  • PCT $11M
  • EIN 208
  • RANK 60th
  • PHOTO 401(k)
  • IND near Grantworks, Inc 401(k) Retirement Plan
  • EOY ind #11930

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 →

Rubenstein Law P.a. 401(k) Plan in the asset neighbourhood

Rubenstein Law P.a. 401(k) PlanRubenstein Law P.a. 401(k) P…$11MGrantworks, Inc 401(k) Retirement PlanGrantworks, Inc 401(k) Retir…$11MEngineering and Inspection Services, LLC 401(k) Profit Sharing PlanEngineering and Inspection S…$11MBinex Msd 401(k) Plan$11MA&e Incorporated 401(k) Profit Sharing Plan & TrustA&e Incorporated 401(k) Prof…$11M
End-of-year total assets ($M) among Rubenstein Law P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN650715749
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rubenstein Law P.a.)

Sponsor-wide plan assets over time

All Rubenstein Law P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 69.01686109126547% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.62M $12.9M ▲ +69.2%
Year Plans Participants Total Assets
2022 1 234 $8M
2023 1 208 $11M
2024 1 248 $13M

Nearby 401(k) Plans in Florida

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

Rubenstein Law P.a. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Rubenstein Law P.a. 401(k) Plan, Total assets ($B): 0.010632881 · Participants: 208Rubenstein Law P.a. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Rubenstein Law P.a. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Rubenstein Law P.a. 401(k) Plan side-by-side with 3 peers →

Rubenstein Law P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Grantworks, Inc 401(k) Retirement Plan in TX ($11M); by covered participants it is Dippin' Dots, LLC 401(k) Profit Sharing Plan in KY (208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (208 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 Law P.a. 401(k) Plan assets move in 2023? ▼
Rubenstein Law P.a. 401(k) Plan surged - up 39.5% during 2023, from $8M to $11M. Reported net income was $3M.
How have Rubenstein Law P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rubenstein Law P.a.'s sponsor-wide assets grew 69.0%, from $8M to $13M.
Which 401(k) plans are similar in size to Rubenstein Law P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grantworks, Inc 401(k) Retirement Plan in TX ($11M, 394 participants).
Which 401(k) plans cover a similar participant headcount to Rubenstein Law P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dippin' Dots, LLC 401(k) Profit Sharing Plan in KY (208 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 650715749.

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.