401(k) · DOL Form 5500 · 2024

Rubicon Global Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
356
Participants Below avg headcount
61st
Percentile by assets National rank
$35,116
Avg per participant Low balance/head
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Official DOL plan name: Rubicon Global Holdings, LLC 401(k) Plan · Sponsored by Rubicon Global Holdings, LLC · Georgia · Administrative & Support Services

$13M in assets, 356 participants

Rubicon Global Holdings, LLC's Rubicon Global Holdings, LLC 401(k) Plan reported $13M in total assets and 356 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,414 in Administrative & Support Services (4,368 peers)

Coverage in Georgia

Rubicon Global Holdings, LLC 401(k) Plan covers 356 participants in Georgia, about 32% of the average Georgia filer (state average ~1,096 per filing). Assets: $13M.

#3,414
in Administrative & Support Services (4,368 peers)
+29.6%
assets growth YoY

Rubicon Global Holdings, LLC 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Rubicon Global Holdings, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$12,501,177 Top 39% higher than 61% of 123,620 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 2024

Rubicon Global Holdings, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rubicon Global Holdings, LLC 401(k) Plan sits mid-pack in the medium band (356 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rubicon Global Holdings, LLC 401(k) Plan reported participants fell from 411 in the plan year 2023 filing to 356 in the plan year 2024 filing.
  • Rubicon Global Holdings, LLC 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Rubicon Global Holdings, LLC 401(k) Plan end-of-year assets fell from $14M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 452257211 · Rubicon Global Holdings, LLC PY 2024 · 401(k)

Rubicon Global Holdings, LLC 401(k) Plan · $13M · 356 · 61st

  • ASSETS $13M
  • PCT 356
  • EIN 61st
  • RANK 401(k)
  • PHOTO near Hickory Point Bank & Trust 401(k) Plan
  • IND ind #3414

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 Administrative & Support Services retirement plans → · Plans in Georgia →

Rubicon Global Holdings, LLC 401(k) Plan in the asset neighbourhood

Rubicon Global Holdings, LLC 401(k) PlanRubicon Global Holdings, LLC…$13MHickory Point Bank & Trust 401(k) PlanHickory Point Bank & Trust 4…$13MA & S Services Group, LLC 401(k) PlanA & S Services Group, LLC 40…$13MU.S. Engine Valve Company 401(k) PlanU.S. Engine Valve Company 40…$13MThe Bva Group LLC 401(k) Profit Sharing PlanThe Bva Group LLC 401(k) Pro…$13M
End-of-year total assets ($M) among Rubicon Global Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN452257211
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rubicon Global Holdings, LLC)

Sponsor-wide plan assets over time

All Rubicon Global Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$27M 135.18753745557967% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $11.4M $26.8M ▲ +135.1%
Year Plans Participants Total Assets
2022 1 411 $11M
2023 4 1,310 $34M
2024 2 681 $27M

Nearby 401(k) Plans in Georgia

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

Rubicon Global Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Rubicon Global Holdings, LLC 401(k) Plan, Total assets ($B): 0.012501177 · Participants: 356Rubicon Global Holdings, LLC 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Rubicon Global Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

Rubicon Global Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Hickory Point Bank & Trust 401(k) Plan in IL ($13M); by covered participants it is Lake Shore Systems, Inc. 401(k) Plan in WI (356 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (356 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rubicon Global Holdings, LLC 401(k) Plan assets move in 2024?
Rubicon Global Holdings, LLC 401(k) Plan grew sharply - up 29.6% during 2024, from $10M to $13M. Reported net income was $3M.
How have Rubicon Global Holdings, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Rubicon Global Holdings, LLC's sponsor-wide assets grew 135.2%, from $11M to $27M.
Which 401(k) plans are similar in size to Rubicon Global Holdings, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Hickory Point Bank & Trust 401(k) Plan in IL ($13M, 153 participants).
Which 401(k) plans cover a similar participant headcount to Rubicon Global Holdings, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Lake Shore Systems, Inc. 401(k) Plan in WI (356 participants, N/A in assets).