Profit Sharing · DOL Form 5500 · 2023

Ruggle, LLC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
29th
Percentile by assets National rank
$444,186
Avg per participant High balance/head
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Official DOL plan name: Ruggle, LLC 401(k) · Sponsored by Ruggle, LLC · Iowa · Wholesale Trade

$2M in assets, 4 participants

Ruggle, LLC's Ruggle, LLC 401(k) reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,162 in Wholesale Trade (6,309 peers)

Ruggle, LLC multi-year trail

Ruggle, LLC's plans moved +42.4% in assets from 2022 to 2024; this filing shows Ruggle, LLC 401(k) at $2M / 4 participants.

#1,162
in Wholesale Trade (6,309 peers)
+23.9%
assets growth YoY

Ruggle, LLC 401(k) among the smaller filed plans by assets

Ruggle, LLC 401(k) vs every filed plan by assets

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

$1,776,743 29th percentile higher than 29% 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

Ruggle, LLC 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ruggle, LLC 401(k) is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ruggle, LLC 401(k) reported net income rose from $198K in the plan year 2022 filing to $343K in the plan year 2023 filing.
  • Ruggle, LLC 401(k) end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 461478129 · Ruggle, LLC PY 2023 · Profit Sharing

Ruggle, LLC 401(k) · $2M · 4 · 29th

  • 5500 $2M
  • 5500 4
  • 5500 29th
  • 5500 Profit Sharing
  • 5500 near Charles V. Hoback Profit Sharing Plan
  • 5500 ind #1162

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 Wholesale Trade retirement plans → · Plans in Iowa →

Ruggle, LLC 401(k) in the asset neighbourhood

Ruggle, LLC 401(k)$2MCharles V. Hoback Profit Sharing PlanCharles V. Hoback Profit Sha…$2MKqh Enterprises, Inc. Retirement PlanKqh Enterprises, Inc. Retire…$2MAntonio Aponte Gracia Retirement PlanAntonio Aponte Gracia Retire…$2MHmc Enterprises Inc. Retirement PlanHmc Enterprises Inc. Retirem…$2M
End-of-year total assets ($M) among Ruggle, LLC 401(k) and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ruggle, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Ruggle, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 42.35539582597971% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.43M $2.04M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $2M
2024 1 4 $2M

Ruggle, LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$343K
Employer EIN461478129
Plan Effective Date2012-11-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Iowa

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

Ruggle, LLC 401(k) vs. nearby Profit Sharing plans in Iowa, assets vs. participants Scatter plot of 6 data points. -1000100200300 0102030 Total assets ($M) Participants Ruggle, LLC 401(k), Total assets ($M): 1.776743 · Participants: 4Ruggle, LLC 401(k)Medtec LLC 401(k) Retirement Plan, Total assets ($M): 25.74045 · Participants: 144Medtec LLC 401(k) Retirement PlanLiberty Pattern Company Profit Sharing Plan, Total assets ($M): 23.373416 · Participants: 13Liberty Pattern Company Profit Sharing PlanNewton Clinic, P.C. Profit Sharing Plan, Total assets ($M): 18.056441 · Participants: 42Newton Clinic, P.C. Profit Sharing PlanPalmer Lutheran Health Center, Inc. 403(b) Plan, Total assets ($M): 17.888494 · Participants: 214Palmer Lutheran Health Center, Inc. 403(b) PlanTs Banking Group Savings Plan, Total assets ($M): 17.363911 · Participants: 247Ts Banking Group Savings Plan
Ruggle, LLC 401(k) vs. nearby Profit Sharing plans in Iowa, assets vs. participants
Compare Ruggle, LLC 401(k) side-by-side with 3 peers →

Ruggle, LLC 401(k)'s out-of-state Profit Sharing peers by assets and headcount

Outside Iowa, the nearest Profit Sharing by assets is Charles V. Hoback Profit Sharing Plan in VA ($2M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Ruggle, LLC 401(k) assets move in 2023? ▼
Ruggle, LLC 401(k) grew sharply - up 23.9% during 2023, from $1M to $2M. Reported net income was $343K.
How have Ruggle, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ruggle, LLC's sponsor-wide assets grew 42.4%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Ruggle, LLC 401(k)? ▼
Among Profit Sharing plans in other states, the closest by assets is Charles V. Hoback Profit Sharing Plan in VA ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Ruggle, LLC 401(k)? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A 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 461478129.

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.