401(k) · DOL Form 5500 · 2023

Rich Ruhl Insurance, Inc. 401(k) Plan

Data updated 2026-08-11

$422K
Total assets
3
Participants
17th
Percentile by assets
$140,758
Avg per participant
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Official DOL plan name: Rich Ruhl 401(k) Profit Sharing Plan · Sponsored by Rich Ruhl Insurance, Inc. · Oregon · Finance & Insurance

$422K in assets, 3 participants

Rich Ruhl Insurance, Inc.'s Rich Ruhl 401(k) Profit Sharing Plan reported $422K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • 17th percentile by assets (of 127,072 plans)
  • #878 in Finance & Insurance (8,869 peers)

Rich Ruhl Insurance, Inc. multi-year trail

Rich Ruhl Insurance, Inc.'s plans moved +17.9% in assets from 2022 to 2023; this filing shows Rich Ruhl 401(k) Profit Sharing Plan at $422K / 3 participants.

$422K
total plan assets (2023 EOY)
3
covered participants
17th
percentile by assets (of 127,072 plans)
$140,758
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rich Ruhl 401(k) Profit Sharing Plan reported net income rose from -$15K in the plan year 2022 filing to $64K in the plan year 2023 filing.
  • Rich Ruhl 401(k) Profit Sharing Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Rich Ruhl 401(k) Profit Sharing Plan end-of-year assets rose from $358K in the plan year 2022 filing to $422K in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Rich Ruhl Insurance, Inc. across 2 plan years on file

Across the 2 plan years Rich Ruhl Insurance, Inc. has on file (2022-2023), sponsor-wide plan assets have moved from $358K to $422K, a gain of 17.9%, while reported participants moved from 4 to 3 (-25.0%).

Rich Ruhl Insurance, Inc. multi-year asset trail

$0.34M$0.36M$0.38M$0.4M$0.42M$0.44M 20222023 $0.36M $0.42M ▲ +16.7%
Total plan assets by year, all Rich Ruhl Insurance, Inc. plans on file
Year Plans Participants Total Assets
2022 1 4 $358K
2023 1 3 $422K

Rich Ruhl Insurance, Inc. filing trail (2023)

Total Assets (Beginning of Year)$358K
Net Assets (End of Year)$422K
Net Income$64K
Employer EIN931259634
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Rich Ruhl 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

Rich Ruhl 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Rich Ruhl 401(k) Pro…401(k) Savings and P…Daimler Truck North …Precision Castparts …Xpo Logistics Retire…Pacificorp K Plus Em…
Rich Ruhl 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Rich Ruhl 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Rich Ruhl 401(k) Profit Sharing Plan assets move in 2023?
Rich Ruhl 401(k) Profit Sharing Plan grew sharply - up 17.9% during 2023, from $358K to $422K. Reported net income was $64K.
How have Rich Ruhl Insurance, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), Rich Ruhl Insurance, Inc.'s sponsor-wide assets grew 17.9%, from $358K to $422K.
Where does Rich Ruhl 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Rich Ruhl 401(k) Profit Sharing Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Rich Ruhl 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Jaffe, Yaffe, & Feingold, P.C. Profit Sharing Plan in MA ($422K, 9 participants).

Next read for Rich Ruhl 401(k) Profit Sharing Plan

Multi-year trail

Ways to act on Rich Ruhl 401(k) Profit Sharing Plan's numbers.