401(k) · DOL Form 5500 · 2024

Rubenstein Law P.a. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
248
Participants Below avg headcount
61st
Percentile by assets National rank
$51,960
Avg per participant Low balance/head
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Official DOL plan name: Rubenstein Law P.a. 401(k) Plan · Sponsored by Rubenstein Law P.a. · Florida · Professional & Technical Services

$13M in assets, 248 participants

Rubenstein Law P.a.'s Rubenstein Law P.a. 401(k) Plan reported $13M in total assets and 248 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,113 in Professional & Technical Services (20,173 peers)

Coverage in Florida

Rubenstein Law P.a. 401(k) Plan covers 248 participants in Florida, about 39% of the average Florida filer (state average ~628 per filing). Assets: $13M.

#12,113
in Professional & Technical Services (20,173 peers)
+21.2%
assets growth YoY

Rubenstein Law P.a. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Rubenstein Law P.a. 401(k) Plan vs every filed plan by assets

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

$12,886,050 Top 39% higher than 61% 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

Rubenstein Law P.a. 401(k) 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. Rubenstein Law P.a. 401(k) Plan sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rubenstein Law P.a. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Rubenstein Law P.a. 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Rubenstein Law P.a. 401(k) Plan reported participants rose from 208 in the plan year 2023 filing to 248 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 650715749 · Rubenstein Law P.a. PY 2024 · 401(k)

Rubenstein Law P.a. 401(k) Plan · $13M · 248 · 61st

  • PHOTO $13M
  • PHOTO 248
  • PHOTO 61st
  • PHOTO 401(k)
  • PHOTO near Bob Mills Furniture Co. LLC 401(k) Psp
  • PHOTO ind #12113

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 →

Rubenstein Law P.a. 401(k) Plan in the asset neighbourhood

Rubenstein Law P.a. 401(k) PlanRubenstein Law P.a. 401(k) P…$13MBob Mills Furniture Co. LLC 401(k) PspBob Mills Furniture Co. LLC …$13MThe Genoa Banking Center Incentive Savings PlanThe Genoa Banking Center Inc…$13MDellenbach Chevrolet 401(k) PlanDellenbach Chevrolet 401(k) …$13MOutlook Amusements, Inc. 401(k) PlanOutlook Amusements, Inc. 401…$13M
End-of-year total assets ($M) among Rubenstein Law P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN650715749
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rubenstein Law P.a.)

Sponsor-wide plan assets over time

All Rubenstein Law P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 69.01686109126547% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.62M $12.9M ▲ +69.2%
Year Plans Participants Total Assets
2022 1 234 $8M
2023 1 208 $11M
2024 1 248 $13M

Nearby 401(k) Plans in Florida

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

Rubenstein Law P.a. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Rubenstein Law P.a. 401(k) Plan, Total assets ($B): 0.01288605 · Participants: 248Rubenstein Law P.a. 401(k) 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
Rubenstein Law P.a. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Rubenstein Law P.a. 401(k) Plan side-by-side with 3 peers →

Rubenstein Law P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Bob Mills Furniture Co. LLC 401(k) Psp in OK ($13M); by covered participants it is Holistic Care Home Health Agency, Inc. 401 (K) Plan in TX (248 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Rubenstein Law P.a. 401(k) Plan assets move in 2024? ▼
Rubenstein Law P.a. 401(k) Plan grew sharply - up 21.2% during 2024, from $11M to $13M. Reported net income was $2M.
How have Rubenstein Law P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rubenstein Law P.a.'s sponsor-wide assets grew 69.0%, from $8M to $13M.
Which 401(k) plans are similar in size to Rubenstein Law P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bob Mills Furniture Co. LLC 401(k) Psp in OK ($13M, 313 participants).
Which 401(k) plans cover a similar participant headcount to Rubenstein Law P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holistic Care Home Health Agency, Inc. 401 (K) Plan in TX (248 participants, $80K 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 650715749.

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.