401(k) · DOL Form 5500 · 2024

Rbt Cpas, LLP 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
117
Participants Small participant base
52nd
Percentile by assets National rank
$71,918
Avg per participant Below avg balance/head
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Official DOL plan name: Rbt Cpas, LLP 401(k) Profit Sharing Plan · Sponsored by Rbt Cpas, LLP · New York · Professional & Technical Services

$8M in assets, 117 participants

Rbt Cpas, LLP's Rbt Cpas, LLP 401(k) Profit Sharing Plan reported $8M in total assets and 117 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,141 in Professional & Technical Services (20,173 peers)

Coverage in New York

Rbt Cpas, LLP 401(k) Profit Sharing Plan covers 117 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $8M.

#10,141
in Professional & Technical Services (20,173 peers)
+16.6%
assets growth YoY

Rbt Cpas, LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Rbt Cpas, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,414,370 Top 48% higher than 52% 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

Rbt Cpas, LLP 401(k) Profit Sharing 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. Rbt Cpas, LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rbt Cpas, LLP 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Rbt Cpas, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Rbt Cpas, LLP 401(k) Profit Sharing Plan reported participants rose from 114 in the plan year 2023 filing to 117 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 141604297 · Rbt Cpas, LLP PY 2024 · 401(k)

Rbt Cpas, LLP 401(k) Profit Sharing Plan · $8M · 117 · 52nd

  • EIN $8M
  • RANK 117
  • PHOTO 52nd
  • IND 401(k)
  • EOY near Biocodex, Inc. 401(k) Plan
  • 5500 ind #10141

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 New York →

Rbt Cpas, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Rbt Cpas, LLP 401(k) Profit Sharing PlanRbt Cpas, LLP 401(k) Profit …$8MBiocodex, Inc. 401(k) Plan$8MTiff's Treats Gp, LLC 401(k) PlanTiff's Treats Gp, LLC 401(k)…$8MSurgical Specialty Center of Baton Rouge, LLC 401(k) PlanSurgical Specialty Center of…$8MSokol and Company 401(k) Salary Reduction Plan and TrustSokol and Company 401(k) Sal…$8M
End-of-year total assets ($M) among Rbt Cpas, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN141604297
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rbt Cpas, LLP)

Sponsor-wide plan assets over time

All Rbt Cpas, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$8M 61.37546299430569% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $5.21M $8.41M ▲ +61.4%
Year Plans Participants Total Assets
2022 1 104 $5M
2023 1 114 $7M
2024 1 117 $8M

Nearby 401(k) Plans in New York

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

Rbt Cpas, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Rbt Cpas, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.00841437 · Participants: 117Rbt Cpas, LLP 401(k) Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Rbt Cpas, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Rbt Cpas, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Rbt Cpas, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Biocodex, Inc. 401(k) Plan in NJ ($8M); by covered participants it is Quality Beverage 401(k) Plan in MA (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Rbt Cpas, LLP 401(k) Profit Sharing Plan assets move in 2024? ▼
Rbt Cpas, LLP 401(k) Profit Sharing Plan grew sharply - up 16.6% during 2024, from $7M to $8M. Reported net income was $1M.
How have Rbt Cpas, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rbt Cpas, LLP's sponsor-wide assets grew 61.4%, from $5M to $8M.
Which 401(k) plans are similar in size to Rbt Cpas, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Biocodex, Inc. 401(k) Plan in NJ ($8M, 68 participants).
Which 401(k) plans cover a similar participant headcount to Rbt Cpas, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Quality Beverage 401(k) Plan in MA (117 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 141604297.

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.