401(k) · DOL Form 5500 · 2024

Rutan & Tucker, LLP 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
79
Participants Small participant base
69th
Percentile by assets National rank
$241,493
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rutan & Tucker, LLP 401(k) Plan · Sponsored by Rutan & Tucker, LLP · California · Professional & Technical Services

$19M in assets, 79 participants

Rutan & Tucker, LLP's Rutan & Tucker, LLP 401(k) Plan reported $19M in total assets and 79 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,818 in Professional & Technical Services (20,173 peers)

Rutan & Tucker, LLP multi-year trail

Rutan & Tucker, LLP's plans moved +17.3% in assets from 2022 to 2024; this filing shows Rutan & Tucker, LLP 401(k) Plan at $19M / 79 participants.

#13,818
in Professional & Technical Services (20,173 peers)
+18.4%
assets growth YoY

Rutan & Tucker, LLP 401(k) Plan's outsized position by total assets

Rutan & Tucker, LLP 401(k) Plan vs every filed plan by assets

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

$19,077,967 Top 31% higher than 69% 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

Rutan & Tucker, LLP 401(k) 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. Rutan & Tucker, LLP 401(k) Plan is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rutan & Tucker, LLP 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Rutan & Tucker, LLP 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Rutan & Tucker, LLP 401(k) Plan reported participants rose from 77 in the plan year 2023 filing to 79 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 953519027 · Rutan & Tucker, LLP PY 2024 · 401(k)

Rutan & Tucker, LLP 401(k) Plan · $19M · 79 · 69th

  • PART $19M
  • PART 79
  • PART 69th
  • PART 401(k)
  • PART near Leadcar 401(k) Plan
  • PART ind #13818

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 California →

Rutan & Tucker, LLP 401(k) Plan in the asset neighbourhood

Rutan & Tucker, LLP 401(k) PlanRutan & Tucker, LLP 401(k) P…$19MLeadcar 401(k) Plan$19MBardin Hill Investment Partners LP Profit Sharing PlanBardin Hill Investment Partn…$19MMidwest Family Mutual Insurance Company 401(k) PlanMidwest Family Mutual Insura…$19MIntercap Lending 401(k) Retirement PlanIntercap Lending 401(k) Reti…$19M
End-of-year total assets ($M) among Rutan & Tucker, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rutan & Tucker, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Rutan & Tucker, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$190M 17.310987647506067% vs 2022
2024 filing year
$150M$160M$170M$180M$190M$200M 202220232024 $162M $190M ▲ +17.3%
Year Plans Participants Total Assets
2022 2 253 $162M
2023 2 253 $179M
2024 2 257 $190M

Rutan & Tucker, LLP filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN953519027
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Rutan & Tucker, LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Rutan & Tucker, LLP 401(k) Plan, Total assets ($B): 0.019077967 · Participants: 79Rutan & Tucker, LLP 401(k) 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
Rutan & Tucker, LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Rutan & Tucker, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Leadcar 401(k) Plan in WI ($19M); by covered participants it is Cvca 401(k)Plan in VA (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Rutan & Tucker, LLP 401(k) Plan assets move in 2024?
Rutan & Tucker, LLP 401(k) Plan grew sharply - up 18.4% during 2024, from $16M to $19M. Reported net income was $2M.
How have Rutan & Tucker, LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Rutan & Tucker, LLP's sponsor-wide assets grew 17.3%, from $162M to $190M.
Which 401(k) plans are similar in size to Rutan & Tucker, LLP 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Leadcar 401(k) Plan in WI ($19M, 255 participants).
Which 401(k) plans cover a similar participant headcount to Rutan & Tucker, LLP 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Cvca 401(k)Plan in VA (79 participants, $17M in assets).