How big is Rulli Cash Balance Plan's plan?

Rulli Cash Balance Plan's plan reported $716K in assets and 1 participants for 2022.

Original filing (PDF)20231011224842NAL0019866771001

Rulli Cash Balance Plan

Name: Rulli Cash Balance Plan — Form 5500 (2022)
Creator: Rulli Cash Balance Plan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defined-benefit pension plan · Rulli Cash Balance Plan held $716K in plan assets for 1 participants in 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$716K

Net assets (EOY)

$716K

Plan identifiers

Rulli Cash Balance Plan's EIN is 13-3868171.

EIN 13-3868171

Plan number 002

Plan year 2022

ACK ID 20231011224842NAL0019866771001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Rulli Cash Balance Plan from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Rulli Cash Balance Plan's plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RULLI CASH BALANCE PLAN.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

RULLI CASH BALANCE PLAN

EIN

all filings

Address

140 PARK AVENUE · BRONXVILLE, NY · 10708

Phone

(646) 623-7688

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-11

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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