401(k) · DOL Form 5500 · 2023

Rubies II, LLC 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
398
Participants Below avg headcount
84th
Percentile by assets National rank
$109,972
Avg per participant Below avg balance/head
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Official DOL plan name: Rubies II, LLC 401(k) Retirement Plan · Sponsored by Rubies II, LLC · New York · Manufacturing

$44M in assets, 398 participants

Rubies II, LLC's Rubies II, LLC 401(k) Retirement Plan reported $44M in total assets and 398 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #14,455 in Manufacturing (18,722 peers)

Coverage in New York

Rubies II, LLC 401(k) Retirement Plan covers 398 participants in New York, about 50% of the average New York filer (state average ~798 per filing). Assets: $44M.

#14,455
in Manufacturing (18,722 peers)
-1.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $632K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rubies II, LLC 401(k) Retirement Plan's outsized position by total assets

Rubies II, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$43,768,965 Top 16% higher than 84% 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

Rubies II, LLC 401(k) 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. Rubies II, LLC 401(k) Retirement Plan sits mid-pack in the medium band (398 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rubies II, LLC 401(k) Retirement Plan reported net income rose from -$15M in the plan year 2022 filing to -$632K in the plan year 2023 filing.
  • Rubies II, LLC 401(k) Retirement Plan end-of-year assets fell from $44M in the plan year 2022 filing to $44M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 853120999 · Rubies II, LLC PY 2023 · 401(k)

Rubies II, LLC 401(k) Retirement Plan · $44M · 398 · 84th

  • NET $44M
  • NET 398
  • NET 84th
  • NET 401(k)
  • NET near University of Iowa Foundation 401(k) Plan
  • NET ind #14455

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 New York →

Rubies II, LLC 401(k) Retirement Plan in the asset neighbourhood

Twin Rivers Technologies Plan$44MRubies II, LLC 401(k) Retirement PlanRubies II, LLC 401(k) Retire…$44MUniversity of Iowa Foundation 401(k) PlanUniversity of Iowa Foundatio…$44MApco Holdings 401(k) Plan$44MPage Associates, Inc. Employees Savings PlanPage Associates, Inc. Employ…$44M
End-of-year total assets ($M) among Rubies II, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$44M
Net Income-$632K
Employer EIN853120999
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rubies II, LLC)

Sponsor-wide plan assets over time

All Rubies II, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$38M 14.844665865309036% vs 2022
2024 filing year
$36M$38M$40M$42M$44M$46M 202220232024 $44.4M $37.8M ▼ -14.8%
Year Plans Participants Total Assets
2022 1 395 $44M
2023 1 398 $44M
2024 1 380 $38M

Nearby 401(k) Plans in New York

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

Rubies II, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Rubies II, LLC 401(k) Retirement Plan, Total assets ($B): 0.043768965 · Participants: 398Rubies II, LLC 401(k) Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Rubies II, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Rubies II, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Rubies II, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is University of Iowa Foundation 401(k) Plan in IA ($44M); by covered participants it is Verbal Beginnings LLC 401(k) Plan in MD (398 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

Similar participant headcount

Nearest other-state filings by covered participants (398 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 Rubies II, LLC 401(k) Retirement Plan assets move in 2023? ▼
Rubies II, LLC 401(k) Retirement Plan edged down modestly - down 1.4% during 2023, from $44M to $44M. Reported net income was -$632K.
How have Rubies II, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rubies II, LLC's sponsor-wide assets declined 14.8%, from $44M to $38M.
Where does Rubies II, LLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Rubies II, LLC 401(k) Retirement Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Rubies II, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is University of Iowa Foundation 401(k) Plan in IA ($44M, 277 participants).
Which 401(k) plans cover a similar participant headcount to Rubies II, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Verbal Beginnings LLC 401(k) Plan in MD (398 participants, $3M 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 853120999.

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.