401(k) · DOL Form 5500 · 2023

Rubio's Restaurant, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
3,003
Participants Above avg headcount
52nd
Percentile by assets National rank
$2,492
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Rubio's Restaurant, Inc. 401(k) Plan · Sponsored by Rubio's Restaurant, Inc. · California · Food Services & Accommodation

$7M in assets, 3,003 participants

Rubio's Restaurant, Inc.'s Rubio's Restaurant, Inc. 401(k) Plan reported $7M in total assets and 3,003 participants in its 2023 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.

  • #3,168 in Food Services & Accommodation (3,828 peers)

Coverage in California

Rubio's Restaurant, Inc. 401(k) Plan covers 3,003 participants in California, 4.8x the typical California plan (state average ~630 per filing). Assets: $7M.

#3,168
in Food Services & Accommodation (3,828 peers)
-12.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rubio's Restaurant, Inc. 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Rubio's Restaurant, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,484,905 Top 48% higher than 52% of 127,068 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 2023

Rubio's Restaurant, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rubio's Restaurant, Inc. 401(k) Plan lands in the large band (3,003 participants).

Published 5500 schedule card

Filing strip 330100303 · Rubio's Restaurant, Inc. PY 2023 · 401(k)

Rubio's Restaurant, Inc. 401(k) Plan · $7M · 3,003 · 52nd

  • EIN $7M
  • EIN 3,003
  • EIN 52nd
  • EIN 401(k)
  • EIN near Vesta Corporation 401(k) Profit Sharing Plan
  • EIN ind #3168

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 Food Services & Accommodation retirement plans → · Plans in California →

Rubio's Restaurant, Inc. 401(k) Plan in the asset neighbourhood

Jdp Electric, Inc. 401(k) PlanJdp Electric, Inc. 401(k) Pl…$7MRaventek Solution Partners, LLC 401(k) PlanRaventek Solution Partners, …$7MRubio's Restaurant, Inc. 401(k) PlanRubio's Restaurant, Inc. 401…$7MVesta Corporation 401(k) Profit Sharing PlanVesta Corporation 401(k) Pro…$7MBusiness Furniture Corporation 401(k) Savings PlanBusiness Furniture Corporati…$7M
End-of-year total assets ($M) among Rubio's Restaurant, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN330100303
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Rubio's Restaurant, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Rubio's Restaurant, Inc. 401(k) Plan, Total assets ($B): 0.007484905 · Participants: 3003Rubio's Restaurant, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Rubio's Restaurant, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Rubio's Restaurant, Inc. 401(k) Plan side-by-side with 3 peers →

Rubio's Restaurant, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Vesta Corporation 401(k) Profit Sharing Plan in CT ($7M); by covered participants it is Cdi Management Corp. 401(k) Profit Sharing Plan in MN (3,003 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,003 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rubio's Restaurant, Inc. 401(k) Plan assets move in 2023? ▼
Rubio's Restaurant, Inc. 401(k) Plan pulled back noticeably - down 12.1% during 2023, from $9M to $7M. Reported net income was -$1M.
Which 401(k) plans are similar in size to Rubio's Restaurant, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vesta Corporation 401(k) Profit Sharing Plan in CT ($7M, 241 participants).
Which 401(k) plans cover a similar participant headcount to Rubio's Restaurant, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cdi Management Corp. 401(k) Profit Sharing Plan in MN (3,003 participants, $288M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330100303.

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.