Defined Benefit (Pension) · DOL Form 5500 · 2024

Jack Rubin & Sons, Inc. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
61
Participants Small participant base
39th
Percentile by assets National rank
$70,169
Avg per participant Below avg balance/head
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Official DOL plan name: Jack Rubin & Sons, Inc. Defined Benefit Pension Plan · Sponsored by Jack Rubin & Sons, Inc. · California · Manufacturing

$4M in assets, 61 participants

Jack Rubin & Sons, Inc.'s Jack Rubin & Sons, Inc. Defined Benefit Pension Plan reported $4M in total assets and 61 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #3,986 in Manufacturing (17,777 peers)

Jack Rubin & Sons, Inc. multi-year trail

Jack Rubin & Sons, Inc.'s plans moved +544.0% in assets from 2022 to 2024; this filing shows Jack Rubin & Sons, Inc. Defined Benefit Pension Plan at $4M / 61 participants.

#3,986
in Manufacturing (17,777 peers)
+2.3%
assets growth YoY

Jack Rubin & Sons, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Manufacturing and all filers

Jack Rubin & Sons, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$4,280,333 39th percentile higher than 39% 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

Jack Rubin & Sons, Inc. Defined Benefit Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jack Rubin & Sons, Inc. Defined Benefit Pension Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Jack Rubin & Sons, Inc. Defined Benefit Pension Plan reported net income rose from -$413K in the plan year 2022 filing to $97K in the plan year 2024 filing.
  • Jack Rubin & Sons, Inc. Defined Benefit Pension Plan reported participants rose from 45 in the plan year 2022 filing to 61 in the plan year 2024 filing.
  • Jack Rubin & Sons, Inc. Defined Benefit Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2024 filing.

See the national 2022→2024 release diff →

Form 5500 schedule snapshot

Filing strip 951771502 · Jack Rubin & Sons, Inc. PY 2024 · Defined Benefit (Pension)

Jack Rubin & Sons, Inc. Defined Benefit Pension Plan · $4M · 61 · 39th

  • EBSA $4M
  • PART 61
  • TYPE 39th
  • NET Defined Benefit (Pension)
  • BOOK near Cemetery Employer Association Union Pension Plan
  • VS-ST ind #3986

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 California →

Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Jack Rubin & Sons, Inc. Defined Benefit Pension PlanJack Rubin & Sons, Inc. Defi…$4MCemetery Employer Association Union Pension PlanCemetery Employer Associatio…$4MNorman Maurice Rowe M.D., M.H.a., L.L.C. Defined Benefit PlanNorman Maurice Rowe M.D., M.…$4MLouisville Ladder, Inc. Retirement Plan for Hourly EmployeesLouisville Ladder, Inc. Reti…$4MNnn Properties LLC Pension PlanNnn Properties LLC Pension P…$4M
End-of-year total assets ($M) among Jack Rubin & Sons, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Jack Rubin & Sons, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jack Rubin & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 544.0296805551267% vs 2022
2024 filing year
$0M$10M$20M$30M 20222024 $3.37M $21.7M ▲ +543.6%
Year Plans Participants Total Assets
2022 1 45 $3M
2024 5 313 $22M

Jack Rubin & Sons, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$97K
Employer EIN951771502
Plan Effective Date1970-07-15
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Jack Rubin & Sons, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Jack Rubin & Sons, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.004280333 · Participants: 61Jack Rubin & Sons, Inc. Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Jack Rubin & Sons, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Jack Rubin & Sons, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Jack Rubin & Sons, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Cemetery Employer Association Union Pension Plan in NY ($4M); by covered participants it is National Audubon Society Cash Balance Pension Plan in NY (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Jack Rubin & Sons, Inc. Defined Benefit Pension Plan assets move in 2024? ▼
Jack Rubin & Sons, Inc. Defined Benefit Pension Plan edged up modestly - up 2.3% during 2024, from $4M to $4M. Reported net income was $97K.
How have Jack Rubin & Sons, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Jack Rubin & Sons, Inc.'s sponsor-wide assets grew 544.0%, from $3M to $22M.
Which Defined Benefit (Pension) plans are similar in size to Jack Rubin & Sons, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cemetery Employer Association Union Pension Plan in NY ($4M, 47 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jack Rubin & Sons, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is National Audubon Society Cash Balance Pension Plan in NY (61 participants, $9M 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 951771502.

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.