401(k) · DOL Form 5500 · 2024

Rutan & Tucker, LLP 401(k) Plan

Data updated 2026-08-11

$171M
Total assets
178
Participants
94th
Percentile by assets
$958,269
Avg per participant
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Official DOL plan name: Rutan & Tucker, LLP Profit Sharing Plan · Sponsored by Rutan & Tucker, LLP · California · Professional & Technical Services

$171M in assets, 178 participants

Rutan & Tucker, LLP's Rutan & Tucker, LLP Profit Sharing Plan reported $171M in total assets and 178 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 123,622 plans)
  • #19,098 in Professional & Technical Services (20,173 peers)

Coverage in California

Rutan & Tucker, LLP Profit Sharing Plan covers 178 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $171M.

$171M
total plan assets (2024 EOY)
178
covered participants
94th
percentile by assets (of 123,622 plans)
$958,269
avg assets per participant

Where Rutan & Tucker, LLP Profit Sharing Plan sits by total assets

Rutan & Tucker, LLP Profit Sharing Plan vs every filed plan by assets

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

$170,571,898 Top 6% higher than 94% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rutan & Tucker, LLP Profit Sharing Plan reported net income fell from $14M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Rutan & Tucker, LLP Profit Sharing Plan end-of-year assets rose from $163M in the plan year 2023 filing to $171M in the plan year 2024 filing.
  • Rutan & Tucker, LLP Profit Sharing Plan reported participants rose from 176 in the plan year 2023 filing to 178 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Rutan & Tucker, LLP Profit Sharing Plan reports 178 participants - about 28% of that state average ($171M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$163M
Net Assets (End of Year)$171M
Net Income$9M
Employer EIN953519027
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rutan & Tucker, LLP)

$150M$160M$170M$180M$190M$200M 202220232024 $162M $190M ▲ +17.3%
Total plan assets by year, all Rutan & Tucker, LLP plans on file
Year Plans Participants Total Assets
2022 2 253 $162M
2023 2 253 $179M
2024 2 257 $190M

Nearby 401(k) Plans in California

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

Rutan & Tucker, LLP Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Rutan & Tucker, LLP 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 Rutan & Tucker, LLP …Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) PlanCisco Systems,Inc. 4…
Rutan & Tucker, LLP Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Rutan & Tucker, LLP Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Rutan & Tucker, LLP Profit Sharing Plan assets move in 2024?
Rutan & Tucker, LLP Profit Sharing Plan edged up modestly - up 4.7% during 2024, from $163M to $171M. Reported net income was $9M.
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.
Where does Rutan & Tucker, LLP Profit Sharing Plan rank by assets among Form 5500 filers?
Rutan & Tucker, LLP Profit Sharing Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Rutan & Tucker, LLP Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is IBEW Local Union 271 NECA 401(k) Retirement Plan in KS ($171M, 699 participants).

Filing takeaways

Ways to act on Rutan & Tucker, LLP Profit Sharing Plan's numbers.