Defined Benefit (Pension) · DOL Form 5500 · 2024

Rubicon LLC Pension Plan

Data updated 2026-08-25

$217M
Total assets Near avg plan size
222
Participants Below avg headcount
95th
Percentile by assets National rank
$976,583
Avg per participant High balance/head
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Official DOL plan name: Rubicon LLC Retirement Plan · Sponsored by Rubicon LLC · Louisiana · Manufacturing

$217M in assets, 222 participants

Rubicon LLC's Rubicon LLC Retirement Plan reported $217M in total assets and 222 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #16,295 in Manufacturing (17,777 peers)

Coverage in Louisiana

Rubicon LLC Retirement Plan covers 222 participants in Louisiana, about 45% of the average Louisiana filer (state average ~495 per filing). Assets: $217M.

#16,295
in Manufacturing (17,777 peers)
+2.7%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Rubicon LLC Retirement Plan's outsized position by total assets

Rubicon LLC Retirement Plan vs every filed plan by assets

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

$216,801,354 Top 5% higher than 95% 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

Rubicon LLC Retirement 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. Rubicon LLC Retirement Plan sits mid-pack in the medium band (222 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rubicon LLC Retirement Plan reported net income fell from $13M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Rubicon LLC Retirement Plan reported participants fell from 238 in the plan year 2023 filing to 222 in the plan year 2024 filing.
  • Rubicon LLC Retirement Plan end-of-year assets rose from $211M in the plan year 2023 filing to $217M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 720927730 · Rubicon LLC PY 2024 · Defined Benefit (Pension)

Rubicon LLC Retirement Plan · $217M · 222 · 95th

  • ASSETS $217M
  • PCT 222
  • EIN 95th
  • RANK Defined Benefit (Pension)
  • PHOTO near Gwinnett Hospital System, Inc. Retirement Plan
  • IND ind #16295

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 Manufacturing retirement plans → · Plans in Louisiana →

Rubicon LLC Retirement Plan in the asset neighbourhood

San Mateo Hotel Employees & Restaurant Employees Pension FundSan Mateo Hotel Employees & …$217MRubicon LLC Retirement Plan$217MGwinnett Hospital System, Inc. Retirement PlanGwinnett Hospital System, In…$217MHolland & Knight Cash Balance Plan - 2019Holland & Knight Cash Balanc…$217MSheppard, Mullin, Richter & Hampton LLP Cash Balance Pension PlanSheppard, Mullin, Richter & …$216M
End-of-year total assets ($M) among Rubicon LLC Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Louisiana filing particulars

Total Assets (Beginning of Year)$211M
Net Assets (End of Year)$217M
Net Income$6M
Employer EIN720927730
Plan Effective Date1965-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rubicon LLC)

Sponsor-wide plan assets over time

All Rubicon LLC plans reported in each filing year

Latest sponsor-wide plan assets
$393M 16.359262164276355% vs 2022
2024 filing year
$320M$340M$360M$380M$400M 202220232024 $338M $393M ▲ +16.4%
Year Plans Participants Total Assets
2022 2 757 $338M
2023 2 661 $366M
2024 2 647 $393M

Nearby Defined Benefit (Pension) Plans in Louisiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Rubicon LLC Retirement Plan vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 012345 Total assets ($B) Participants Rubicon LLC Retirement Plan, Total assets ($B): 0.216801354 · Participants: 222Rubicon LLC Retirement PlanLumen Combined Pension Plan, Total assets ($B): 4.334697503 · Participants: 10043Lumen Combined Pension PlanEntergy Corporation Retirement Plan for Non-Bargaining Employees, Total assets ($B): 1.77009689 · Participants: 6385Entergy Corporation Retirement Plan for Non-Bargaining EmployeesEntergy Corporation Retirement Plan VI for Non-Bargaining Employees, Total assets ($B): 1.587059648 · Participants: 783Entergy Corporation Retirement Plan VI for Non-Bargaining EmployeesWillis-Knighton Medical Center Employees Retirement Plan, Total assets ($B): 1.194963253 · Participants: 6197Willis-Knighton Medical Center Employees Retirement PlanEntergy Corporation Retirement Plan for Bargaining Employees, Total assets ($B): 0.916099216 · Participants: 2317Entergy Corporation Retirement Plan for Bargaining Employees
Rubicon LLC Retirement Plan vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants
Compare Rubicon LLC Retirement Plan side-by-side with 3 peers →

Rubicon LLC Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Louisiana, the nearest Defined Benefit (Pension) by assets is Gwinnett Hospital System, Inc. Retirement Plan in GA ($217M); by covered participants it is Wbc Holdings, L.P. Cash Balance Retirement Plan in IL (222 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (222 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 Rubicon LLC Retirement Plan assets move in 2024? ▼
Rubicon LLC Retirement Plan edged up modestly - up 2.7% during 2024, from $211M to $217M. Reported net income was $6M.
How have Rubicon LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rubicon LLC's sponsor-wide assets grew 16.4%, from $338M to $393M.
Where does Rubicon LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Rubicon LLC Retirement Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Rubicon LLC Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Gwinnett Hospital System, Inc. Retirement Plan in GA ($217M, 692 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rubicon LLC Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wbc Holdings, L.P. Cash Balance Retirement Plan in IL (222 participants, $103M 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 720927730.

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.