401(k) · DOL Form 5500 · 2024

Rule Joy Trammell & Rubio, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
94
Participants Small participant base
65th
Percentile by assets National rank
$165,594
Avg per participant Above avg balance/head
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Official DOL plan name: Rule Joy Trammell & Rubio 401(k) Retirement Plan · Sponsored by Rule Joy Trammell & Rubio, LLC · Georgia · Professional & Technical Services

$16M in assets, 94 participants

Rule Joy Trammell & Rubio, LLC's Rule Joy Trammell & Rubio 401(k) Retirement Plan reported $16M in total assets and 94 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,973 in Professional & Technical Services (20,173 peers)

Rule Joy Trammell & Rubio, LLC multi-year trail

Rule Joy Trammell & Rubio, LLC's plans moved +42.4% in assets from 2022 to 2024; this filing shows Rule Joy Trammell & Rubio 401(k) Retirement Plan at $16M / 94 participants.

#12,973
in Professional & Technical Services (20,173 peers)
+16.0%
assets growth YoY

Rule Joy Trammell & Rubio 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Rule Joy Trammell & Rubio 401(k) Retirement Plan vs every filed plan by assets

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

$15,565,864 Top 35% higher than 65% 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

Rule Joy Trammell & Rubio 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rule Joy Trammell & Rubio 401(k) Retirement Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rule Joy Trammell & Rubio 401(k) Retirement Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Rule Joy Trammell & Rubio 401(k) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Rule Joy Trammell & Rubio 401(k) Retirement Plan reported participants fell from 105 in the plan year 2023 filing to 94 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 202218169 · Rule Joy Trammell & Rubio, LLC PY 2024 · 401(k)

Rule Joy Trammell & Rubio 401(k) Retirement Plan · $16M · 94 · 65th

  • EIN $16M
  • RANK 94
  • PHOTO 65th
  • IND 401(k)
  • EOY near Catalyst Investors, LLC 401(k) Profit Sharing Plan
  • 5500 ind #12973

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 Georgia →

Rule Joy Trammell & Rubio 401(k) Retirement Plan in the asset neighbourhood

Rule Joy Trammell & Rubio 401(k) Retirement PlanRule Joy Trammell & Rubio 40…$16MCatalyst Investors, LLC 401(k) Profit Sharing PlanCatalyst Investors, LLC 401(…$16MLocal 298 Annuity Fund$16MEducation Analytics 401(k) PlanEducation Analytics 401(k) P…$16MAvid Products, Inc. Employee Stock Ownership 401(k) PlanAvid Products, Inc. Employee…$16M
End-of-year total assets ($M) among Rule Joy Trammell & Rubio 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rule Joy Trammell & Rubio, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Rule Joy Trammell & Rubio, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 42.43773990710994% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.9M $15.6M ▲ +42.5%
Year Plans Participants Total Assets
2022 1 94 $11M
2023 1 105 $13M
2024 1 94 $16M

Rule Joy Trammell & Rubio, LLC filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN202218169
Plan Effective Date2010-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Rule Joy Trammell & Rubio 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Rule Joy Trammell & Rubio 401(k) Retirement Plan, Total assets ($B): 0.015565864 · Participants: 94Rule Joy Trammell & Rubio 401(k) Retirement PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Rule Joy Trammell & Rubio 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Rule Joy Trammell & Rubio 401(k) Retirement Plan side-by-side with 3 peers →

Rule Joy Trammell & Rubio 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Catalyst Investors, LLC 401(k) Profit Sharing Plan in NY ($16M); by covered participants it is Premier Forge Group Retirment Plan in IN (94 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Rule Joy Trammell & Rubio 401(k) Retirement Plan assets move in 2024? ▼
Rule Joy Trammell & Rubio 401(k) Retirement Plan grew sharply - up 16.0% during 2024, from $13M to $16M. Reported net income was $2M.
How have Rule Joy Trammell & Rubio, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rule Joy Trammell & Rubio, LLC's sponsor-wide assets grew 42.4%, from $11M to $16M.
Which 401(k) plans are similar in size to Rule Joy Trammell & Rubio 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Catalyst Investors, LLC 401(k) Profit Sharing Plan in NY ($16M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Rule Joy Trammell & Rubio 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premier Forge Group Retirment Plan in IN (94 participants, $3M 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 202218169.

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.