401(k) · DOL Form 5500 · 2024

Robert Kaufman Co., Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
173
Participants Small participant base
64th
Percentile by assets National rank
$85,451
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Robert Kaufman Co., Inc. Profit Sharing Safe Harbor 401(k) Plan · Sponsored by Robert Kaufman Co., Inc. · California · Wholesale Trade

$15M in assets, 173 participants

Robert Kaufman Co., Inc.'s Robert Kaufman Co., Inc. Profit Sharing Safe Harbor 401(k) Plan reported $15M in total assets and 173 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #3,464 in Wholesale Trade (6,080 peers)

Coverage in California

Robert Kaufman Co., Inc. Profit Sharing Safe Harbor 401(k) Plan covers 173 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $15M.

#3,464
in Wholesale Trade (6,080 peers)
-19.8%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robert Kaufman Co., Inc. Profit Sharing Safe Harbor 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Robert Kaufman Co., Inc. Profit Sharing Safe Harbor 401(k) Plan vs every filed plan by assets

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

$14,782,949 Top 36% higher than 64% 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

Robert Kaufman Co., Inc. Profit Sharing Safe Harbor 401(k) 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. Robert Kaufman Co., Inc. Profit Sharing Safe Harbor 401(k) Plan sits mid-pack in the medium band (173 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Robert Kaufman Co., Inc. Profit Sharing Safe Harbor 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Robert Kaufman Co., Inc. Profit Sharing Safe Harbor 401(k) Plan end-of-year assets fell from $18M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Robert Kaufman Co., Inc. Profit Sharing Safe Harbor 401(k) Plan reported participants fell from 186 in the plan year 2023 filing to 173 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 952465050 · Robert Kaufman Co., Inc. PY 2024 · 401(k)

Robert Kaufman Co., Inc. Profit Sharing Safe Harbor 401(k) Plan · $15M · 173 · 64th

  • SCH $15M
  • EBSA 173
  • PART 64th
  • TYPE 401(k)
  • NET near Company Wrench, Ltd, 401(k) Profit Sharing Plan
  • BOOK ind #3464

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 Wholesale Trade retirement plans → · Plans in California →

Robert Kaufman Co., Inc. Profit Sharing Safe Harbor 401(k) Plan in the asset neighbourhood

Robert Kaufman Co., Inc. Profit Sharing Safe Harbor 401(k) PlanRobert Kaufman Co., Inc. Pro…$15MCompany Wrench, Ltd, 401(k) Profit Sharing PlanCompany Wrench, Ltd, 401(k) …$15MMgpi Processing, Inc. 401(k) & Profit Sharing - Atchison UnionMgpi Processing, Inc. 401(k)…$15MBlend360 LLC 401(k) Plan$15MMorgan Distributing, Inc. Retirement PlanMorgan Distributing, Inc. Re…$15M
End-of-year total assets ($M) among Robert Kaufman Co., Inc. Profit Sharing Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$15M
Net Income-$4M
Employer EIN952465050
Plan Effective Date2001-09-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert Kaufman Co., Inc.)

Sponsor-wide plan assets over time

All Robert Kaufman Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 8.927254477152971% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $16.2M $14.8M ▼ -8.9%
Year Plans Participants Total Assets
2022 1 186 $16M
2023 1 186 $18M
2024 1 173 $15M

Nearby 401(k) Plans in California

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

Robert Kaufman Co., Inc. Profit Sharing Safe Harbor 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Robert Kaufman Co., Inc. Profit Sharing Safe Harbor 401(k) Plan, Total assets ($B): 0.014782949 · Participants: 173Robert Kaufman Co., Inc. Profit Sharing Safe Harbor 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
Robert Kaufman Co., Inc. Profit Sharing Safe Harbor 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Robert Kaufman Co., Inc. Profit Sharing Safe Harbor 401(k) Plan side-by-side with 3 peers →

Robert Kaufman Co., Inc. Profit Sharing Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Company Wrench, Ltd, 401(k) Profit Sharing Plan in OH ($15M); by covered participants it is Ims Logistics 401(k) Employee Retirement Plan in MS (173 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 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 Robert Kaufman Co., Inc. Profit Sharing Safe Harbor 401(k) Plan assets move in 2024? ▼
Robert Kaufman Co., Inc. Profit Sharing Safe Harbor 401(k) Plan declined sharply - down 19.8% during 2024, from $18M to $15M. Reported net income was -$4M.
How have Robert Kaufman Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert Kaufman Co., Inc.'s sponsor-wide assets declined 8.9%, from $16M to $15M.
Which 401(k) plans are similar in size to Robert Kaufman Co., Inc. Profit Sharing Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Company Wrench, Ltd, 401(k) Profit Sharing Plan in OH ($15M, 232 participants).
Which 401(k) plans cover a similar participant headcount to Robert Kaufman Co., Inc. Profit Sharing Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ims Logistics 401(k) Employee Retirement Plan in MS (173 participants, $837K 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 952465050.

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.