401(k) · DOL Form 5500 · 2024

Rubenfaer & Associates, P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
35th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Rubenfaer & Associates, P.C. 401(k) Plan · Sponsored by Rubenfaer & Associates, P.C. · Michigan · Professional & Technical Services

$3M in assets, 3 participants

Rubenfaer & Associates, P.C.'s Rubenfaer & Associates, P.C. 401(k) Plan reported $3M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,437 in Professional & Technical Services (20,173 peers)

Rubenfaer & Associates, P.C. multi-year trail

Rubenfaer & Associates, P.C.'s plans moved +24.9% in assets from 2022 to 2024; this filing shows Rubenfaer & Associates, P.C. 401(k) Plan at $3M / 3 participants.

#6,437
in Professional & Technical Services (20,173 peers)
+8.1%
assets growth YoY

Rubenfaer & Associates, P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Rubenfaer & Associates, P.C. 401(k) Plan vs every filed plan by assets

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

$3,253,314 35th percentile higher than 35% 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

Rubenfaer & Associates, P.C. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rubenfaer & Associates, P.C. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rubenfaer & Associates, P.C. 401(k) Plan reported net income fell from $404K in the plan year 2023 filing to $245K in the plan year 2024 filing.
  • Rubenfaer & Associates, P.C. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 382410253 · Rubenfaer & Associates, P.C. PY 2024 · 401(k)

Rubenfaer & Associates, P.C. 401(k) Plan · $3M · 3 · 35th

  • EBSA $3M
  • EBSA 3
  • EBSA 35th
  • EBSA 401(k)
  • EBSA near Sullivan Bancshares, Inc. Employee Savings and Retirement Plan
  • EBSA ind #6437

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 Michigan →

Rubenfaer & Associates, P.C. 401(k) Plan in the asset neighbourhood

Rubenfaer & Associates, P.C. 401(k) PlanRubenfaer & Associates, P.C.…$3MSullivan Bancshares, Inc. Employee Savings and Retirement PlanSullivan Bancshares, Inc. Em…$3MHendrick Health 401(k) Retirement PlanHendrick Health 401(k) Retir…$3MLighthouse Central Florida, Inc. Retirement Savings PlanLighthouse Central Florida, …$3M403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc403(b) Thrift Plan for Emplo…$3M
End-of-year total assets ($M) among Rubenfaer & Associates, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rubenfaer & Associates, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Rubenfaer & Associates, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 24.887964848947362% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M$3.2M$3.4M 202220232024 $2.6M $3.25M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 3 $3M
2024 1 3 $3M

Rubenfaer & Associates, P.C. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$245K
Employer EIN382410253
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Rubenfaer & Associates, P.C. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Rubenfaer & Associates, P.C. 401(k) Plan, Total assets ($B): 0.003253314 · Participants: 3Rubenfaer & Associates, P.C. 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Rubenfaer & Associates, P.C. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

Rubenfaer & Associates, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Sullivan Bancshares, Inc. Employee Savings and Retirement Plan in IL ($3M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

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 Rubenfaer & Associates, P.C. 401(k) Plan assets move in 2024?
Rubenfaer & Associates, P.C. 401(k) Plan grew at a solid clip - up 8.1% during 2024, from $3M to $3M. Reported net income was $245K.
How have Rubenfaer & Associates, P.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Rubenfaer & Associates, P.C.'s sponsor-wide assets grew 24.9%, from $3M to $3M.
Which 401(k) plans are similar in size to Rubenfaer & Associates, P.C. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Sullivan Bancshares, Inc. Employee Savings and Retirement Plan in IL ($3M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Rubenfaer & Associates, P.C. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A in assets).