401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$26M
Total assets Below avg plan size
77
Participants Small participant base
77th
Percentile by assets National rank
$332,557
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

$26M in assets, 77 participants

Russ, August & Kabat, LLP's Russ, August & Kabat, LLP 401(k) Profit Sharing Plan reported $26M in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,684 in Professional & Technical Services (20,321 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, $26M for 77 participants (~$332,557/participant), up 11.4% in 2023.

#15,684
in Professional & Technical Services (20,321 peers)
+11.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$25,606,861 Top 23% higher than 77% 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

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

Plan-year 2023 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 (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Russ, August & Kabat, LLP 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Russ, August & Kabat, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Russ, August & Kabat, LLP 401(k) Profit Sharing Plan reported participants fell from 81 in the plan year 2022 filing to 77 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 863685373 · Russ, August & Kabat, LLP PY 2023 · 401(k)

Russ, August & Kabat, LLP 401(k) Profit Sharing Plan · $26M · 77 · 77th

  • VS-ST $26M
  • VS-ST 77
  • VS-ST 77th
  • VS-ST 401(k)
  • VS-ST near Flatirons Solutions, Inc. Employee Retirement Plan
  • VS-ST ind #15684

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

Russ, August & Kabat, LLP 401(k) Profit Sharing PlanRuss, August & Kabat, LLP 40…$26MFlatirons Solutions, Inc. Employee Retirement PlanFlatirons Solutions, Inc. Em…$26MAnderson Concrete Corporation Retirement Savings Plan and TrustAnderson Concrete Corporatio…$26MIndependence Realty Operating Partnership 401(k) PlanIndependence Realty Operatin…$26MO.R. Colan Associates 401(k) PlanO.R. Colan Associates 401(k)…$26M
End-of-year total assets ($M) among Russ, August & Kabat, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
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): 0.025606861 · Participants: 77Russ, August & Kabat, LLP 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) 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 Flatirons Solutions, Inc. Employee Retirement Plan in CO ($26M); by covered participants it is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Russ, August & Kabat, LLP 401(k) Profit Sharing Plan assets move in 2023? ▼
Russ, August & Kabat, LLP 401(k) Profit Sharing Plan grew at a solid clip - up 11.4% during 2023, from $23M to $26M. Reported net income was $3M.
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 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Flatirons Solutions, Inc. Employee Retirement Plan in CO ($26M, 79 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 Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants, $9M 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 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.