401(k) · DOL Form 5500 · 2024

RUGGERI-JENSEN-AZAR 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
102
Participants Small participant base
82nd
Percentile by assets National rank
$405,239
Avg per participant High balance/head
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Official DOL plan name: Ruggeri-Jensen-Azar 401(k) Retirement Plan · Sponsored by RUGGERI-JENSEN-AZAR · California · Retail Trade

$41M in assets, 102 participants

RUGGERI-JENSEN-AZAR's Ruggeri-Jensen-Azar 401(k) Retirement Plan reported $41M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,210 in Retail Trade (8,048 peers)

Coverage in California

Ruggeri-Jensen-Azar 401(k) Retirement Plan covers 102 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $41M.

#7,210
in Retail Trade (8,048 peers)
+14.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Ruggeri-Jensen-Azar 401(k) Retirement Plan's outsized position by total assets

Ruggeri-Jensen-Azar 401(k) Retirement Plan vs every filed plan by assets

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

$41,334,410 Top 18% higher than 82% 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

Ruggeri-Jensen-Azar 401(k) 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. Ruggeri-Jensen-Azar 401(k) Retirement Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ruggeri-Jensen-Azar 401(k) Retirement Plan end-of-year assets rose from $36M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Ruggeri-Jensen-Azar 401(k) Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Ruggeri-Jensen-Azar 401(k) Retirement Plan reported participants rose from 95 in the plan year 2023 filing to 102 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 770404780 · RUGGERI-JENSEN-AZAR PY 2024 · 401(k)

Ruggeri-Jensen-Azar 401(k) Retirement Plan · $41M · 102 · 82nd

  • ASSETS $41M
  • ASSETS 102
  • ASSETS 82nd
  • ASSETS 401(k)
  • ASSETS near Agri-Valley Communications, Inc. Employee Profit Sharing and 401(k) Plan
  • ASSETS ind #7210

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 Retail Trade retirement plans → · Plans in California →

Ruggeri-Jensen-Azar 401(k) Retirement Plan in the asset neighbourhood

America II Corp. Retirement Savings PlanAmerica II Corp. Retirement …$41MAlliance Health Retirement PlanAlliance Health Retirement P…$41MRuggeri-Jensen-Azar 401(k) Retirement PlanRuggeri-Jensen-Azar 401(k) R…$41MAgri-Valley Communications, Inc. Employee Profit Sharing and 401(k) PlanAgri-Valley Communications, …$41MN.S. International, Ltd. 401(k) PlanN.S. International, Ltd. 401…$41M
End-of-year total assets ($M) among Ruggeri-Jensen-Azar 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$41M
Net Income$5M
Employer EIN770404780
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (RUGGERI-JENSEN-AZAR)

Sponsor-wide plan assets over time

All RUGGERI-JENSEN-AZAR plans reported in each filing year

Latest sponsor-wide plan assets
$41M 37.145746418789265% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.1M $41.3M ▲ +37.1%
Year Plans Participants Total Assets
2022 1 84 $30M
2023 1 95 $36M
2024 1 102 $41M

Nearby 401(k) Plans in California

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

Ruggeri-Jensen-Azar 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ruggeri-Jensen-Azar 401(k) Retirement Plan, Total assets ($B): 0.04133441 · Participants: 102Ruggeri-Jensen-Azar 401(k) Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Ruggeri-Jensen-Azar 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ruggeri-Jensen-Azar 401(k) Retirement Plan side-by-side with 3 peers →

Ruggeri-Jensen-Azar 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Agri-Valley Communications, Inc. Employee Profit Sharing and 401(k) Plan in MI ($41M); by covered participants it is Paige Electric Co., L.P. 401(k) Profit Sharing Plan in NJ (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Ruggeri-Jensen-Azar 401(k) Retirement Plan assets move in 2024? ▼
Ruggeri-Jensen-Azar 401(k) Retirement Plan grew at a solid clip - up 14.7% during 2024, from $36M to $41M. Reported net income was $5M.
How have RUGGERI-JENSEN-AZAR plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), RUGGERI-JENSEN-AZAR's sponsor-wide assets grew 37.1%, from $30M to $41M.
Where does Ruggeri-Jensen-Azar 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Ruggeri-Jensen-Azar 401(k) Retirement Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ruggeri-Jensen-Azar 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Agri-Valley Communications, Inc. Employee Profit Sharing and 401(k) Plan in MI ($41M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Ruggeri-Jensen-Azar 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Paige Electric Co., L.P. 401(k) Profit Sharing Plan in NJ (102 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 770404780.

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.