Profit Sharing · DOL Form 5500 · 2024

Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
6
Participants Small participant base
56th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan · Sponsored by Kenneth Rodrigues & Partners, Inc. · California · Professional & Technical Services

$10M in assets, 6 participants

Kenneth Rodrigues & Partners, Inc.'s Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan reported $10M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,872 in Professional & Technical Services (20,173 peers)

Kenneth Rodrigues & Partners, Inc. multi-year trail

Kenneth Rodrigues & Partners, Inc.'s plans moved +10.6% in assets from 2022 to 2024; this filing shows Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan at $10M / 6 participants.

#10,872
in Professional & Technical Services (20,173 peers)
+8.9%
assets growth YoY

Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan vs every filed plan by assets

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

$9,960,353 Top 44% higher than 56% 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

Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan reported net income rose from $138K in the plan year 2023 filing to $816K in the plan year 2024 filing.
  • Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 770118200 · Kenneth Rodrigues & Partners, Inc. PY 2024 · Profit Sharing

Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan · $10M · 6 · 56th

  • PCT $10M
  • EIN 6
  • RANK 56th
  • PHOTO Profit Sharing
  • IND near Harris, Caddell & Shanks, PC Profit Sharing Plan
  • EOY ind #10872

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 →

Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan in the asset neighbourhood

Flexospan Steel Buildings, Inc Profit Sharing PlanFlexospan Steel Buildings, I…$10MHarris, Caddell & Shanks, PC Profit Sharing PlanHarris, Caddell & Shanks, PC…$10MGrand Rapids Christian Schools 403(b) Tax Sheltered Annuity PlanGrand Rapids Christian Schoo…$10MKenneth Rodrigues & Partners, Inc. Profit Sharing PlanKenneth Rodrigues & Partners…$10MGeorge W. Auch Company Defined Contribution Pension PlanGeorge W. Auch Company Defin…$10M
End-of-year total assets ($M) among Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Kenneth Rodrigues & Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kenneth Rodrigues & Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 10.591847493473535% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M 202220232024 $9.01M $9.96M ▲ +10.5%
Year Plans Participants Total Assets
2022 1 10 $9M
2023 1 6 $9M
2024 1 6 $10M

Kenneth Rodrigues & Partners, Inc. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$816K
Employer EIN770118200
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan, Total assets ($B): 0.009960353 · Participants: 6Kenneth Rodrigues & Partners, Inc. Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan side-by-side with 3 peers →

Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Harris, Caddell & Shanks, PC Profit Sharing Plan in AL ($10M); by covered participants it is Genesis Five Inc. Profit Sharing Plan in NC (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan assets move in 2024? ▼
Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan grew at a solid clip - up 8.9% during 2024, from $9M to $10M. Reported net income was $816K.
How have Kenneth Rodrigues & Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kenneth Rodrigues & Partners, Inc.'s sponsor-wide assets grew 10.6%, from $9M to $10M.
Which Profit Sharing plans are similar in size to Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Harris, Caddell & Shanks, PC Profit Sharing Plan in AL ($10M, 17 participants).
Which Profit Sharing plans cover a similar participant headcount to Kenneth Rodrigues & Partners, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Genesis Five Inc. Profit Sharing Plan in NC (6 participants, $238K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 770118200.

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.