401(k) · DOL Form 5500 · 2023

Rutan & Tucker, LLP 401(k) Plan

Data updated 2026-08-11

$163M
Total assets
176
Participants
94th
Percentile by assets
$925,476
Avg per participant
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Official DOL plan name: Rutan & Tucker, LLP Profit Sharing Plan · Sponsored by Rutan & Tucker, LLP · California · Professional & Technical Services

$163M in assets, 176 participants

Rutan & Tucker, LLP's Rutan & Tucker, LLP Profit Sharing Plan reported $163M in total assets and 176 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.

  • 94th percentile by assets (of 127,072 plans)
  • #19,324 in Professional & Technical Services (20,321 peers)

Coverage in California

Rutan & Tucker, LLP Profit Sharing Plan covers 176 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $163M.

$163M
total plan assets (2023 EOY)
176
covered participants
94th
percentile by assets (of 127,072 plans)
$925,476
avg assets per participant

Where Rutan & Tucker, LLP Profit Sharing Plan sits by total assets

Rutan & Tucker, LLP Profit Sharing Plan vs every filed plan by assets

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

$162,883,805 Top 6% higher than 94% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rutan & Tucker, LLP Profit Sharing Plan reported net income rose from -$34M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Rutan & Tucker, LLP Profit Sharing Plan end-of-year assets rose from $149M in the plan year 2022 filing to $163M in the plan year 2023 filing.
  • Rutan & Tucker, LLP Profit Sharing Plan reported participants fell from 185 in the plan year 2022 filing to 176 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Professional & Technical Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Rutan & Tucker, LLP Profit Sharing Plan reports 176 participants - about 28% of that state average ($163M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$149M
Net Assets (End of Year)$163M
Net Income$14M
Employer EIN953519027
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rutan & Tucker, LLP)

$150M$160M$170M$180M$190M$200M 202220232024 $162M $190M ▲ +17.3%
Total plan assets by year, all Rutan & Tucker, LLP plans on file
Year Plans Participants Total Assets
2022 2 253 $162M
2023 2 253 $179M
2024 2 257 $190M

Nearby 401(k) Plans in California

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

Rutan & Tucker, LLP Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Rutan & Tucker, LLP …, Total assets ($B): 0.162883805 · Participants: 176Rutan & Tucker, LLP …Wells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Rutan & Tucker, LLP Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Rutan & Tucker, LLP Profit Sharing Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Rutan & Tucker, LLP Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Rutan & Tucker, LLP Profit Sharing Plan assets move in 2023? ▼
Rutan & Tucker, LLP Profit Sharing Plan grew at a solid clip - up 9.6% during 2023, from $149M to $163M. Reported net income was $14M.
How have Rutan & Tucker, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rutan & Tucker, LLP's sponsor-wide assets grew 17.3%, from $162M to $190M.
Where does Rutan & Tucker, LLP Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Rutan & Tucker, LLP Profit Sharing Plan 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 Rutan & Tucker, LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Frontgrade 401(k) Plan in CO ($163M, 1,019 participants).

Next read for Rutan & Tucker, LLP Profit Sharing Plan

Filing takeaways

Ways to act on Rutan & Tucker, LLP Profit Sharing Plan's numbers.

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 953519027.

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.