Defined Benefit (Pension) · DOL Form 5500 · 2024
Rubicon LLC Pension Plan
Data updated 2026-08-11
- $217M
- Total assets
- 222
- Participants
- 95th
- Percentile by assets
- $976,583
- Avg per participant
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.
- 95th percentile by assets (of 123,622 plans)
- #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.
- $217M
- total plan assets (2024 EOY)
- 222
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $976,583
- avg assets per participant
Where Rubicon LLC Retirement Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Participants vs Louisiana filers
In Louisiana, the average filing covers about 495 participants across 1,155 plans. Rubicon LLC Retirement Plan reports 222 participants - about 45% of that state average ($217M EOY assets).
Louisiana filing particulars
| Total Assets (Beginning of Year) | $211M |
|---|---|
| Net Assets (End of Year) | $217M |
| Net Income | $6M |
| Employer EIN | 720927730 |
| Plan Effective Date | 1965-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rubicon LLC)
| 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
- Lumen Combined Pension Plan $4.3B · 10,043
- Entergy Corporation Retirement Plan for Non-Bargaining Employees $1.8B · 6,385
- Entergy Corporation Retirement Plan VI for Non-Bargaining Employees $1.6B · 783
- Willis-Knighton Medical Center Employees Retirement Plan $1.2B · 6,197
- Entergy Corporation Retirement Plan for Bargaining Employees $916M · 2,317
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Rubicon LLC Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Rubicon LLC Retirement Plan assets move in 2024? ▼
How have Rubicon LLC plan assets changed over time? ▼
Where does Rubicon LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Rubicon LLC Retirement Plan? ▼
Next read for Rubicon LLC Retirement Plan
Filing takeaways
Ways to act on Rubicon LLC Retirement Plan's numbers.
- By total assets, Rubicon LLC Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Louisiana. Compare plans
- Rubicon LLC's sponsor-wide assets have grown 16.4% since 2022 across 3 plan years on file. More Manufacturing plans