401(k) · DOL Form 5500 · 2024

Russ, August & Kabat, LLP 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
82
Participants Small participant base
77th
Percentile by assets National rank
$353,544
Avg per participant High balance/head
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Official DOL plan name: Russ, August & Kabat, LLP 401(k) Profit Sharing Plan · Sponsored by Russ, August & Kabat, LLP · California · Professional & Technical Services

$29M in assets, 82 participants

Russ, August & Kabat, LLP's Russ, August & Kabat, LLP 401(k) Profit Sharing Plan reported $29M in total assets and 82 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,478 in Professional & Technical Services (20,173 peers)

Where Russ, August & Kabat, LLP 401(k) Profit Sharing Plan sits by assets

Russ, August & Kabat, LLP 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $29M for 82 participants (~$353,544/participant), up 13.2% in 2024.

#15,478
in Professional & Technical Services (20,173 peers)
+13.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Russ, August & Kabat, LLP 401(k) Profit Sharing Plan's outsized position by total assets

Russ, August & Kabat, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$28,990,635 Top 23% higher than 77% 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

Russ, August & Kabat, LLP 401(k) Profit Sharing 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. Russ, August & Kabat, LLP 401(k) Profit Sharing Plan is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Russ, August & Kabat, LLP 401(k) Profit Sharing Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Russ, August & Kabat, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $26M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Russ, August & Kabat, LLP 401(k) Profit Sharing Plan reported participants rose from 77 in the plan year 2023 filing to 82 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 863685373 · Russ, August & Kabat, LLP PY 2024 · 401(k)

Russ, August & Kabat, LLP 401(k) Profit Sharing Plan · $29M · 82 · 77th

  • SCH $29M
  • EBSA 82
  • PART 77th
  • TYPE 401(k)
  • NET near Turenne & Associates, LLC and Affiliates 401(k) Plan
  • BOOK ind #15478

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 →

Russ, August & Kabat, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Russ, August & Kabat, LLP 401(k) Profit Sharing PlanRuss, August & Kabat, LLP 40…$29MTurenne & Associates, LLC and Affiliates 401(k) PlanTurenne & Associates, LLC an…$29MHukariascendent, Inc. 401(k) Profit Sharing PlanHukariascendent, Inc. 401(k)…$29MDowntown Music LLC 401(k) Profit Sharing Plan and TrustDowntown Music LLC 401(k) Pr…$29MEnergy Trust of Oregon, Inc. Retirement Savings PlanEnergy Trust of Oregon, Inc.…$29M
End-of-year total assets ($M) among Russ, August & Kabat, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$29M
Net Income$3M
Employer EIN863685373
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Russ, August & Kabat, LLP)

Sponsor-wide plan assets over time

All Russ, August & Kabat, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$29M 26.157180658086542% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23M $29M ▲ +26.2%
Year Plans Participants Total Assets
2022 1 81 $23M
2023 1 77 $26M
2024 1 82 $29M

Nearby 401(k) Plans in California

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

Russ, August & Kabat, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Russ, August & Kabat, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.028990635 · Participants: 82Russ, August & Kabat, LLP 401(k) Profit Sharing 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
Russ, August & Kabat, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Russ, August & Kabat, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Russ, August & Kabat, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Turenne & Associates, LLC and Affiliates 401(k) Plan in AL ($29M); by covered participants it is Infopaginas 1081.01(D) Plan in PR (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 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 Russ, August & Kabat, LLP 401(k) Profit Sharing Plan assets move in 2024? ▼
Russ, August & Kabat, LLP 401(k) Profit Sharing Plan grew at a solid clip - up 13.2% during 2024, from $26M to $29M. Reported net income was $3M.
How have Russ, August & Kabat, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Russ, August & Kabat, LLP's sponsor-wide assets grew 26.2%, from $23M to $29M.
Where does Russ, August & Kabat, LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Russ, August & Kabat, LLP 401(k) Profit Sharing Plan ranks in the 77th 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 Russ, August & Kabat, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Turenne & Associates, LLC and Affiliates 401(k) Plan in AL ($29M, 622 participants).
Which 401(k) plans cover a similar participant headcount to Russ, August & Kabat, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Infopaginas 1081.01(D) Plan in PR (82 participants, $801K 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 863685373.

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.