401(k) · DOL Form 5500 · 2022

Russ, August & Kabat, LLP 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
81
Participants Small participant base
79th
Percentile by assets National rank
$283,701
Avg per participant High balance/head
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Official DOL plan name: Russ, August & Kabat, LLP 401(k) Profit Sharing Plan · Sponsored by Russ, August & Kabat, LLP · California · Professional & Technical Services

$23M in assets, 81 participants

Russ, August & Kabat, LLP's Russ, August & Kabat, LLP 401(k) Profit Sharing Plan reported $23M in total assets and 81 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #17,159 in Professional & Technical Services (21,562 peers)

Where Russ, August & Kabat, LLP 401(k) Profit Sharing Plan sits by assets

Russ, August & Kabat, LLP 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $23M for 81 participants (~$283,701/participant), down 7.8% in 2022.

#17,159
in Professional & Technical Services (21,562 peers)
-7.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Russ, August & Kabat, LLP 401(k) Profit Sharing Plan's outsized position by total assets

Russ, August & Kabat, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$22,979,774 Top 21% higher than 79% of 139,123 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 2022

Russ, August & Kabat, LLP 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Russ, August & Kabat, LLP 401(k) Profit Sharing Plan is a small filing (81 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 863685373 · Russ, August & Kabat, LLP PY 2022 · 401(k)

Russ, August & Kabat, LLP 401(k) Profit Sharing Plan · $23M · 81 · 79th

  • NET $23M
  • NET 81
  • NET 79th
  • NET 401(k)
  • NET near Charter Brokerage, LLC 401(k) Profit Sharing Plan
  • NET ind #17159

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 →

Russ, August & Kabat, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Saratoga-Schenectady Gastroenterology Assocs. P.C. Retirement PlanSaratoga-Schenectady Gastroe…$23MNbc Profit Sharing / 401(k) PlanNbc Profit Sharing / 401(k) …$23MRuss, August & Kabat, LLP 401(k) Profit Sharing PlanRuss, August & Kabat, LLP 40…$23MCharter Brokerage, LLC 401(k) Profit Sharing PlanCharter Brokerage, LLC 401(k…$23MMorphosys US Inc. 401(k) Plan$23M
End-of-year total assets ($M) among Russ, August & Kabat, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$23M
Net Income-$2M
Employer EIN863685373
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Russ, August & Kabat, LLP)

Sponsor-wide plan assets over time

All Russ, August & Kabat, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$29M 26.157180658086542% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23M $29M ▲ +26.2%
Year Plans Participants Total Assets
2022 1 81 $23M
2023 1 77 $26M
2024 1 82 $29M

Nearby 401(k) Plans in California

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

Russ, August & Kabat, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Russ, August & Kabat, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.022979774 · Participants: 81Russ, August & Kabat, LLP 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Russ, August & Kabat, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Russ, August & Kabat, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Russ, August & Kabat, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Charter Brokerage, LLC 401(k) Profit Sharing Plan in CT ($23M); by covered participants it is Ocean Express, LLC 401(k) Plan in MA (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Russ, August & Kabat, LLP 401(k) Profit Sharing Plan assets move in 2022? ▼
Russ, August & Kabat, LLP 401(k) Profit Sharing Plan pulled back noticeably - down 7.8% during 2022, from $25M to $23M. Reported net income was -$2M.
How have Russ, August & Kabat, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Russ, August & Kabat, LLP's sponsor-wide assets grew 26.2%, from $23M to $29M.
Where does Russ, August & Kabat, LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Russ, August & Kabat, LLP 401(k) Profit Sharing Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Russ, August & Kabat, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Charter Brokerage, LLC 401(k) Profit Sharing Plan in CT ($23M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Russ, August & Kabat, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ocean Express, LLC 401(k) Plan in MA (81 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 863685373.

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.