How big is Patrick J Rubey & Co., Ltd.'s plan?

Patrick J Rubey & Co., Ltd.'s plan reported $1.3M in assets and 3 participants for 2024.

Original filing (PDF)20251002095123NAL0000226803001

Patrick J Rubey & Co., Ltd.

Name: Patrick J Rubey & Co., Ltd. — Patrick J Rubey & Co., Form 5500 (2024)
Creator: Patrick J Rubey & Co., Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patrick J Rubey & Co., Ltd. 401(k) Profit Sharing Plan

401(k) retirement plan · Patrick J Rubey & Co., Ltd.'s Patrick J Rubey & Co., Ltd. 401(k) Profit Sharing Plan held $1.3M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Patrick J Rubey & Co., Ltd.'s EIN is 36-4002372.

EIN 36-4002372

Plan number 001

Plan year 2024

ACK ID 20251002095123NAL0000226803001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Patrick J Rubey & Co., Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Patrick J Rubey & Co., Ltd.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATRICK J RUBEY & CO., LTD.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score