401(k) · DOL Form 5500 · 2024

Rutan & Tucker, LLP 401(k) Plan

Data updated 2026-08-25

$171M
Total assets Near avg plan size
178
Participants Small participant base
94th
Percentile by assets National rank
$958,269
Avg per participant High balance/head
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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.

  • #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.

#19,098
in Professional & Technical Services (20,173 peers)
+4.7%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Rutan & Tucker, LLP Profit Sharing Plan's outsized position 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 $2,050,000,000 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 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. Rutan & Tucker, LLP Profit Sharing Plan sits mid-pack in the medium band (178 participants).

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 →

Published 5500 schedule card

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

Rutan & Tucker, LLP Profit Sharing Plan · $171M · 178 · 94th

  • EIN $171M
  • EIN 178
  • EIN 94th
  • EIN 401(k)
  • EIN near IBEW Local Union 271 NECA 401(k) Retirement Plan
  • EIN ind #19098

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 Profit Sharing Plan in the asset neighbourhood

Rutan & Tucker, LLP Profit Sharing PlanRutan & Tucker, LLP Profit S…$171MIBEW Local Union 271 NECA 401(k) Retirement PlanIBEW Local Union 271 NECA 40…$171MRetirement Savings Plan of the Ford Meter Box Company, Inc.Retirement Savings Plan of t…$170MRotary International 401(k) PlanRotary International 401(k) …$170MPopular, Inc. USA 401(k) Savings & Investment PlanPopular, Inc. USA 401(k) Sav…$170M
End-of-year total assets ($M) among Rutan & Tucker, LLP Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

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

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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Rutan & Tucker, LLP Profit Sharing Plan, Total assets ($B): 0.170571898 · Participants: 178Rutan & Tucker, LLP 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
Rutan & Tucker, LLP Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Rutan & Tucker, LLP Profit Sharing Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is IBEW Local Union 271 NECA 401(k) Retirement Plan in KS ($171M); by covered participants it is Miller Motorcars, Inc. 401(k) Plan in CT (178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (178 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 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).
Which 401(k) plans cover a similar participant headcount to Rutan & Tucker, LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Miller Motorcars, Inc. 401(k) Plan in CT (178 participants, $24M 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 953519027.

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.