401(k) · DOL Form 5500 · 2023

Rubicon LLC 401(k) Plan

Data updated 2026-08-25

$155M
Total assets Near avg plan size
423
Participants Below avg headcount
94th
Percentile by assets National rank
$366,682
Avg per participant High balance/head
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Official DOL plan name: Rubicon LLC Savings Plan for Salaried Employees · Sponsored by Rubicon LLC · Louisiana · Manufacturing

$155M in assets, 423 participants

Rubicon LLC's Rubicon LLC Savings Plan for Salaried Employees reported $155M in total assets and 423 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #16,909 in Manufacturing (18,722 peers)

Where Rubicon LLC Savings Plan for Salaried Employees sits by assets

Rubicon LLC Savings Plan for Salaried Employees sits in the top 10% of all filed plans by assets, $155M for 423 participants (~$366,682/participant), up 11.2% in 2023.

#16,909
in Manufacturing (18,722 peers)
+11.2%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Rubicon LLC Savings Plan for Salaried Employees's outsized position by total assets

Rubicon LLC Savings Plan for Salaried Employees vs every filed plan by assets

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

$155,106,443 Top 6% higher than 94% 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

Rubicon LLC Savings Plan for Salaried Employees 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. Rubicon LLC Savings Plan for Salaried Employees sits mid-pack in the medium band (423 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rubicon LLC Savings Plan for Salaried Employees reported net income rose from -$39M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Rubicon LLC Savings Plan for Salaried Employees end-of-year assets rose from $139M in the plan year 2022 filing to $155M in the plan year 2023 filing.
  • Rubicon LLC Savings Plan for Salaried Employees reported participants fell from 472 in the plan year 2022 filing to 423 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 720927730 · Rubicon LLC PY 2023 · 401(k)

Rubicon LLC Savings Plan for Salaried Employees · $155M · 423 · 94th

  • BOY $155M
  • SCH 423
  • EBSA 94th
  • PART 401(k)
  • TYPE near Azenta US, Inc. 401(k) Plan
  • NET ind #16909

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 Manufacturing retirement plans → · Plans in Louisiana →

Rubicon LLC Savings Plan for Salaried Employees in the asset neighbourhood

Surescripts, LLC 401(k) Plan$155MBozzuto & Associates, Inc. 401(k) PlanBozzuto & Associates, Inc. 4…$155MProskauer Rose LLP Savings Plan for AssociatesProskauer Rose LLP Savings P…$155MAzenta US, Inc. 401(k) Plan$155MRubicon LLC Savings Plan for Salaried EmployeesRubicon LLC Savings Plan for…$155M
End-of-year total assets ($M) among Rubicon LLC Savings Plan for Salaried Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$139M
Net Assets (End of Year)$155M
Net Income$16M
Employer EIN720927730
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rubicon LLC)

Sponsor-wide plan assets over time

All Rubicon LLC plans reported in each filing year

Latest sponsor-wide plan assets
$393M 16.359262164276355% vs 2022
2024 filing year
$320M$340M$360M$380M$400M 202220232024 $338M $393M ▲ +16.4%
Year Plans Participants Total Assets
2022 2 757 $338M
2023 2 661 $366M
2024 2 647 $393M

Nearby 401(k) Plans in Louisiana

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

Rubicon LLC Savings Plan for Salaried Employees vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Rubicon LLC Savings Plan for Salaried Employees, Total assets ($B): 0.155106443 · Participants: 423Rubicon LLC Savings Plan for Salaried EmployeesLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Rubicon LLC Savings Plan for Salaried Employees vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Rubicon LLC Savings Plan for Salaried Employees side-by-side with 3 peers →

Rubicon LLC Savings Plan for Salaried Employees's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Azenta US, Inc. 401(k) Plan in MA ($155M); by covered participants it is Ameri-National Corporation 401(k) Plan in MO (423 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($155M here).

Similar participant headcount

Nearest other-state filings by covered participants (423 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 Rubicon LLC Savings Plan for Salaried Employees assets move in 2023? ▼
Rubicon LLC Savings Plan for Salaried Employees grew at a solid clip - up 11.2% during 2023, from $139M to $155M. Reported net income was $16M.
How have Rubicon LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rubicon LLC's sponsor-wide assets grew 16.4%, from $338M to $393M.
Where does Rubicon LLC Savings Plan for Salaried Employees rank by assets among Form 5500 filers? ▼
Rubicon LLC Savings Plan for Salaried Employees ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Rubicon LLC Savings Plan for Salaried Employees? ▼
Among 401(k) plans in other states, the closest by assets is Azenta US, Inc. 401(k) Plan in MA ($155M, 1,330 participants).
Which 401(k) plans cover a similar participant headcount to Rubicon LLC Savings Plan for Salaried Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameri-National Corporation 401(k) Plan in MO (423 participants, $54M 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 720927730.

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.