401(k) · DOL Form 5500 · 2023

Rutan & Tucker, LLP 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
77
Participants Small participant base
69th
Percentile by assets National rank
$209,273
Avg per participant Above avg balance/head
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Official DOL plan name: Rutan & Tucker, LLP 401(k) Plan · Sponsored by Rutan & Tucker, LLP · California · Professional & Technical Services

$16M in assets, 77 participants

Rutan & Tucker, LLP's Rutan & Tucker, LLP 401(k) Plan reported $16M in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,826 in Professional & Technical Services (20,321 peers)

Rutan & Tucker, LLP multi-year trail

Rutan & Tucker, LLP's plans moved +17.3% in assets from 2022 to 2024; this filing shows Rutan & Tucker, LLP 401(k) Plan at $16M / 77 participants.

#13,826
in Professional & Technical Services (20,321 peers)
+24.0%
assets growth YoY

Rutan & Tucker, LLP 401(k) Plan's outsized position by total assets

Rutan & Tucker, LLP 401(k) Plan vs every filed plan by assets

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

$16,114,025 Top 31% higher than 69% 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

Rutan & Tucker, LLP 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rutan & Tucker, LLP 401(k) Plan is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rutan & Tucker, LLP 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Rutan & Tucker, LLP 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Rutan & Tucker, LLP 401(k) Plan reported participants rose from 68 in the plan year 2022 filing to 77 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953519027 · Rutan & Tucker, LLP PY 2023 · 401(k)

Rutan & Tucker, LLP 401(k) Plan · $16M · 77 · 69th

  • PHOTO $16M
  • IND 77
  • EOY 69th
  • 5500 401(k)
  • ASSETS near Alaskan Copper 401(k) Plan and Trust
  • PCT ind #13826

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 California →

Rutan & Tucker, LLP 401(k) Plan in the asset neighbourhood

Rutan & Tucker, LLP 401(k) PlanRutan & Tucker, LLP 401(k) P…$16MAlaskan Copper 401(k) Plan and TrustAlaskan Copper 401(k) Plan a…$16MEilliens Candies, Inc. Profit Sharing & Salary Savings Plan & TrustEilliens Candies, Inc. Profi…$16MMay Mobility, Inc. 401(k) PlanMay Mobility, Inc. 401(k) Pl…$16MJackson Academy, Inc. 401(k) PlanJackson Academy, Inc. 401(k)…$16M
End-of-year total assets ($M) among Rutan & Tucker, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rutan & Tucker, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Rutan & Tucker, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$190M 17.310987647506067% vs 2022
2024 filing year
$150M$160M$170M$180M$190M$200M 202220232024 $162M $190M ▲ +17.3%
Year Plans Participants Total Assets
2022 2 253 $162M
2023 2 253 $179M
2024 2 257 $190M

Rutan & Tucker, LLP filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN953519027
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Rutan & Tucker, LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Rutan & Tucker, LLP 401(k) Plan, Total assets ($B): 0.016114025 · Participants: 77Rutan & Tucker, LLP 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Rutan & Tucker, LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Rutan & Tucker, LLP 401(k) Plan side-by-side with 3 peers →

Rutan & Tucker, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Alaskan Copper 401(k) Plan and Trust in WA ($16M); by covered participants it is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Rutan & Tucker, LLP 401(k) Plan assets move in 2023? ▼
Rutan & Tucker, LLP 401(k) Plan grew sharply - up 24.0% during 2023, from $13M to $16M. Reported net income was $3M.
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.
Which 401(k) plans are similar in size to Rutan & Tucker, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alaskan Copper 401(k) Plan and Trust in WA ($16M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Rutan & Tucker, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants, $9M 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 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.