Defined Benefit (Pension) · DOL Form 5500 · 2023

Rubicon LLC Pension Plan

Data updated 2026-08-25

$211M
Total assets Near avg plan size
238
Participants Below avg headcount
95th
Percentile by assets National rank
$886,935
Avg per participant High balance/head
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Official DOL plan name: Rubicon LLC Retirement Plan · Sponsored by Rubicon LLC · Louisiana · Manufacturing

$211M in assets, 238 participants

Rubicon LLC's Rubicon LLC Retirement Plan reported $211M in total assets and 238 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #17,245 in Manufacturing (18,722 peers)

Coverage in Louisiana

Rubicon LLC Retirement Plan covers 238 participants in Louisiana, about 48% of the average Louisiana filer (state average ~495 per filing). Assets: $211M.

#17,245
in Manufacturing (18,722 peers)
+6.5%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Rubicon LLC Retirement Plan's outsized position by total assets

Rubicon LLC Retirement Plan vs every filed plan by assets

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

$211,090,624 Top 5% higher than 95% 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 Retirement 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. Rubicon LLC Retirement Plan sits mid-pack in the medium band (238 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rubicon LLC Retirement Plan reported net income rose from -$83M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Rubicon LLC Retirement Plan reported participants fell from 285 in the plan year 2022 filing to 238 in the plan year 2023 filing.
  • Rubicon LLC Retirement Plan end-of-year assets rose from $198M in the plan year 2022 filing to $211M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 720927730 · Rubicon LLC PY 2023 · Defined Benefit (Pension)

Rubicon LLC Retirement Plan · $211M · 238 · 95th

  • PHOTO $211M
  • PHOTO 238
  • PHOTO 95th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Pension Plan of American Society for Testing and Materials
  • PHOTO ind #17245

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 Retirement Plan in the asset neighbourhood

Minnesota Bakers Union Pension PlanMinnesota Bakers Union Pensi…$212MPension Plan for Hourly Rated Employees of Air Products and Chemicals, Inc.Pension Plan for Hourly Rate…$212MRubicon LLC Retirement Plan$211MPension Plan of American Society for Testing and MaterialsPension Plan of American Soc…$211MEmployees' Retirement Plan of the National Geographic SocietyEmployees' Retirement Plan o…$210M
End-of-year total assets ($M) among Rubicon LLC Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$198M
Net Assets (End of Year)$211M
Net Income$13M
Employer EIN720927730
Plan Effective Date1965-08-01
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 Defined Benefit (Pension) Plans in Louisiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Rubicon LLC Retirement Plan vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Rubicon LLC Retirement Plan, Total assets ($B): 0.211090624 · Participants: 238Rubicon LLC Retirement PlanLumen Combined Pension Plan, Total assets ($B): 4.759995521 · Participants: 10804Lumen Combined Pension PlanEntergy Corporation Retirement Plan for Non-Bargaining Employees, Total assets ($B): 3.116494038 · Participants: 7501Entergy Corporation Retirement Plan for Non-Bargaining EmployeesWillis-Knighton Medical Center Employees Retirement Plan, Total assets ($B): 1.057613019 · Participants: 5919Willis-Knighton Medical Center Employees Retirement PlanEntergy Corporation Retirement Plan for Bargaining Employees, Total assets ($B): 0.903247068 · Participants: 2424Entergy Corporation Retirement Plan for Bargaining EmployeesEntergy Corporation Retirement Plan III, Total assets ($B): 0.81927327 · Participants: 63Entergy Corporation Retirement Plan III
Rubicon LLC Retirement Plan vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants
Compare Rubicon LLC Retirement Plan side-by-side with 3 peers →

Rubicon LLC Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Louisiana, the nearest Defined Benefit (Pension) by assets is Pension Plan of American Society for Testing and Materials in PA ($211M); by covered participants it is Southern Star Retirement Plan (Non-Union) in KY (238 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (238 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 Retirement Plan assets move in 2023? ▼
Rubicon LLC Retirement Plan grew at a solid clip - up 6.5% during 2023, from $198M to $211M. Reported net income was $13M.
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 Retirement Plan rank by assets among Form 5500 filers? ▼
Rubicon LLC Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Rubicon LLC Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan of American Society for Testing and Materials in PA ($211M, 285 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rubicon LLC Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Southern Star Retirement Plan (Non-Union) in KY (238 participants, $48M 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.