Other · DOL Form 5500 · 2023

Rubicon Programs, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 193
Participants Below avg headcount: 53rd
Percentile by assets National rank: $40,492
Avg per participant Low balance/head

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Official DOL plan name: Rubicon Programs 403(b) Plan · Sponsored by Rubicon Programs, Inc. · California · Healthcare & Social Assistance

$8M in assets, 193 participants

Rubicon Programs, Inc.'s Rubicon Programs 403(b) Plan reported $8M in total assets and 193 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

#10,398 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Rubicon Programs 403(b) Plan covers 193 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $8M.

#10,398
in Healthcare & Social Assistance (17,684 peers): +31.2%
assets growth YoY

Rubicon Programs 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Rubicon Programs 403(b) Plan vs every filed plan by assets

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

$7,814,996 Top 47% higher than 53% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Rubicon Programs 403(b) 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 Programs 403(b) Plan sits mid-pack in the medium band (193 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Rubicon Programs 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Rubicon Programs 403(b) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Rubicon Programs 403(b) Plan reported participants rose from 165 in the plan year 2022 filing to 193 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942301550 · Rubicon Programs, Inc. PY 2023 · Other

Rubicon Programs 403(b) Plan · $8M · 193 · 53rd

NET $8M
BOOK 193
VS-ST 53rd
BOY Other
SCH near Nupath, Inc. 403(b) Retirement Plan
EBSA ind #10398

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 Healthcare & Social Assistance retirement plans → · Plans in California →

End-of-year total assets ($M) among Rubicon Programs 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$8M
Net Income	$2M
Employer EIN	942301550
Plan Effective Date	2002-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Rubicon Programs, Inc.)

Latest sponsor-wide plan assets: $9M 45.1498845672443% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	165	$6M
2023	1	193	$8M
2024	1	156	$9M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Rubicon Programs 403(b) Plan vs. nearby Other plans in California, assets vs. participants

Stanford Contributory Retirement Plan $11.0B · 21,674
Sutter Health 403(b) Savings Plan $6.5B · 50,273
Stanford Health Care Retirement Savings Plan $5.8B · 22,681
Caltech Base Retirement Plan $4.8B · 10,682
University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764

Compare Rubicon Programs 403(b) Plan side-by-side with 3 peers →

Rubicon Programs 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Nupath, Inc. 403(b) Retirement Plan in MA ($8M); by covered participants it is Louisville Collegiate School Defined Contribution Retirement Plan in KY (193 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Nupath, Inc. 403(b) Retirement Plan (MA) $8M · 416
Jewish Community Centers of Greater Boston, Inc. 403(b) Retirement Plan (MA) $8M · 331
Adelante Development Center, Inc. 403(b) Plan (NM) $8M · 546
Ability Kc 403(b) DC Plan (MO) $8M · 202

Similar participant headcount

Nearest other-state filings by covered participants (193 participants); asset peers above are excluded.

Louisville Collegiate School Defined Contribution Retirement Plan (KY) 193 · 0 off
Skyline Education 403(b) Plan (AZ) 193 · 0 off
Cannon Memorial Hospital Employees Retirement Plan Agreement (SC) 193 · 0 off
Health West, Inc. 403(b) Retirement Plan (ID) 193 · 0 off

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 Programs 403(b) Plan assets move in 2023? ▼

Rubicon Programs 403(b) Plan surged - up 31.2% during 2023, from $6M to $8M. Reported net income was $2M.

How have Rubicon Programs, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Rubicon Programs, Inc.'s sponsor-wide assets grew 45.1%, from $6M to $9M.

Which Other plans are similar in size to Rubicon Programs 403(b) Plan? ▼

Among Other plans in other states, the closest by assets is Nupath, Inc. 403(b) Retirement Plan in MA ($8M, 416 participants).

Which Other plans cover a similar participant headcount to Rubicon Programs 403(b) Plan? ▼

Among Other plans in other states, the closest by covered participants is Louisville Collegiate School Defined Contribution Retirement Plan in KY (193 participants, $23M 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 942301550.