401(k) · DOL Form 5500 · 2024

Rutherford Investment Manageme 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
29th
Percentile by assets National rank
$613,792
Avg per participant High balance/head
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Official DOL plan name: Rutherford Investment Manageme 401(k) Profit Sharing Plan & Trust · Sponsored by Rutherford Investment Manageme · Oregon · Finance & Insurance

$2M in assets, 3 participants

Rutherford Investment Manageme's Rutherford Investment Manageme 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 3 participants in its 2024 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.

  • #1,519 in Finance & Insurance (8,549 peers)

Rutherford Investment Manageme multi-year trail

Rutherford Investment Manageme's plans moved +85.3% in assets from 2022 to 2024; this filing shows Rutherford Investment Manageme 401(k) Profit Sharing Plan & Trust at $2M / 3 participants.

#1,519
in Finance & Insurance (8,549 peers)
+29.7%
assets growth YoY

Rutherford Investment Manageme 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Rutherford Investment Manageme 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,841,376 29th percentile higher than 29% 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

Rutherford Investment Manageme 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rutherford Investment Manageme 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rutherford Investment Manageme 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 931276795 · Rutherford Investment Manageme PY 2024 · 401(k)

Rutherford Investment Manageme 401(k) Profit Sharing Plan & Trust · $2M · 3 · 29th

  • ASSETS $2M
  • ASSETS 3
  • ASSETS 29th
  • ASSETS 401(k)
  • ASSETS near Dustin Durden Dds & Katina Pit 401(k) Profit Sharing Plan & Trust
  • ASSETS ind #1519

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 Finance & Insurance retirement plans → · Plans in Oregon →

Rutherford Investment Manageme 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Rutherford Investment Manageme 401(k) Profit Sharing Plan & TrustRutherford Investment Manage…$2MDustin Durden Dds & Katina Pit 401(k) Profit Sharing Plan & TrustDustin Durden Dds & Katina P…$2MTwin Tier Hospitality 401(k) PlanTwin Tier Hospitality 401(k)…$2MTool North, Inc. 401(k) Plan & TrustTool North, Inc. 401(k) Plan…$2MJuan Carlos Canale Md 401(k) Profit Sharing PlanJuan Carlos Canale Md 401(k)…$2M
End-of-year total assets ($M) among Rutherford Investment Manageme 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rutherford Investment Manageme multi-year asset trail

Sponsor-wide plan assets over time

All Rutherford Investment Manageme plans reported in each filing year

Latest sponsor-wide plan assets
$2M 85.31080269184204% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.99M $1.84M ▲ +85.9%
Year Plans Participants Total Assets
2022 1 3 $994K
2023 1 3 $1M
2024 1 3 $2M

Rutherford Investment Manageme filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$422K
Employer EIN931276795
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Rutherford Investment Manageme 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Rutherford Investment Manageme 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001841376 · Participants: 3Rutherford Investment Manageme 401(k) Profit Sharing Plan & Trust401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Rutherford Investment Manageme 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Rutherford Investment Manageme 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Rutherford Investment Manageme 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Dustin Durden Dds & Katina Pit 401(k) Profit Sharing Plan & Trust in NC ($2M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Rutherford Investment Manageme 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Rutherford Investment Manageme 401(k) Profit Sharing Plan & Trust grew sharply - up 29.7% during 2024, from $1M to $2M. Reported net income was $422K.
How have Rutherford Investment Manageme plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rutherford Investment Manageme's sponsor-wide assets grew 85.3%, from $994K to $2M.
Which 401(k) plans are similar in size to Rutherford Investment Manageme 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Dustin Durden Dds & Katina Pit 401(k) Profit Sharing Plan & Trust in NC ($2M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Rutherford Investment Manageme 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 931276795.

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.