401(k) · DOL Form 5500 · 2024

Rumberger, Kirk & Caldwell, Professional Association 401(k) Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
190
Participants Below avg headcount
90th
Percentile by assets National rank
$485,920
Avg per participant High balance/head
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Official DOL plan name: Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan · Sponsored by Rumberger, Kirk & Caldwell, Professional Association · Florida · Professional & Technical Services

$92M in assets, 190 participants

Rumberger, Kirk & Caldwell, Professional Association's Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan reported $92M in total assets and 190 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,346 in Professional & Technical Services (20,173 peers)

Coverage in Florida

Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan covers 190 participants in Florida, about 30% of the average Florida filer (state average ~628 per filing). Assets: $92M.

#18,346
in Professional & Technical Services (20,173 peers)
+14.4%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan's outsized position by total assets

Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan vs every filed plan by assets

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

$92,324,765 Top 10% higher than 90% 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

Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan end-of-year assets rose from $81M in the plan year 2023 filing to $92M in the plan year 2024 filing.
  • Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan reported net income rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan reported participants fell from 192 in the plan year 2023 filing to 190 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 592089901 · Rumberger, Kirk & Caldwell, Professional Association PY 2024 · 401(k)

Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan · $92M · 190 · 90th

  • PHOTO $92M
  • PHOTO 190
  • PHOTO 90th
  • PHOTO 401(k)
  • PHOTO near Universities Space Research Association 401(k) Retirement Plan
  • PHOTO ind #18346

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 Florida →

Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan in the asset neighbourhood

Rumberger, Kirk & Caldwell, Professional Association Profit Sharing PlanRumberger, Kirk & Caldwell, …$92MUniversities Space Research Association 401(k) Retirement PlanUniversities Space Research …$92MIncora Savings and Investment PlanIncora Savings and Investmen…$92MThe Bobrick Corporation Profit Sharing Retirement PlanThe Bobrick Corporation Prof…$92ML.B. Foster Company 401(k) and Profit Sharing PlanL.B. Foster Company 401(k) a…$92M
End-of-year total assets ($M) among Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$92M
Net Income$12M
Employer EIN592089901
Plan Effective Date1988-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rumberger, Kirk & Caldwell, Professional Association)

Sponsor-wide plan assets over time

All Rumberger, Kirk & Caldwell, Professional Association plans reported in each filing year

Latest sponsor-wide plan assets
$92M 31.297288920600998% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $70.3M $92.3M ▲ +31.3%
Year Plans Participants Total Assets
2022 1 190 $70M
2023 1 192 $81M
2024 1 190 $92M

Nearby 401(k) Plans in Florida

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

Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan, Total assets ($B): 0.092324765 · Participants: 190Rumberger, Kirk & Caldwell, Professional Association Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan side-by-side with 3 peers →

Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Universities Space Research Association 401(k) Retirement Plan in DC ($92M); by covered participants it is Spm Marketing & Communications 401(k) Profit Sharing Plan in IL (190 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (190 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 Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan assets move in 2024? ▼
Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan grew at a solid clip - up 14.4% during 2024, from $81M to $92M. Reported net income was $12M.
How have Rumberger, Kirk & Caldwell, Professional Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rumberger, Kirk & Caldwell, Professional Association's sponsor-wide assets grew 31.3%, from $70M to $92M.
Where does Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Universities Space Research Association 401(k) Retirement Plan in DC ($92M, 222 participants).
Which 401(k) plans cover a similar participant headcount to Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spm Marketing & Communications 401(k) Profit Sharing Plan in IL (190 participants, N/A 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 592089901.

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.