Patrick J Ruane Inc.
Plan context: RUANE CASH BALANCE PLAN
EIN 94-1267687 • South San Francisco, CA • 32 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$3,090,097
2024 Contributions
$133,069
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 5 | $3,090,097 | $133,069 | $26,614iApproximate average salary by contribution assumption: employee only about $665,345 at 4% or $443,563 at 6%; with 50% employer match about $443,563 at 4% or $295,709 at 6%; with 100% employer match about $332,673 at 4% or $221,782 at 6%. |
| RUANE CASH BALANCE PLAN | - | 5 | $1,640,301 | $0 | - |
| Ruane 401(K) Profit Sharing Plan | - | 5 | $1,449,796 | $133,069 | $26,614iApproximate average salary by contribution assumption: employee only about $665,345 at 4% or $443,563 at 6%; with 50% employer match about $443,563 at 4% or $295,709 at 6%; with 100% employer match about $332,673 at 4% or $221,782 at 6%. |
| 2023 | 2 | 4 | $2,764,221 | $115,395 | $28,849iApproximate average salary by contribution assumption: employee only about $721,219 at 4% or $480,813 at 6%; with 50% employer match about $480,813 at 4% or $320,542 at 6%; with 100% employer match about $360,609 at 4% or $240,406 at 6%. |
| RUANE CASH BALANCE PLAN | - | 4 | $1,599,205 | $0 | - |
| Ruane 401(K) Profit Sharing Plan | - | 4 | $1,165,016 | $115,395 | $28,849iApproximate average salary by contribution assumption: employee only about $721,219 at 4% or $480,813 at 6%; with 50% employer match about $480,813 at 4% or $320,542 at 6%; with 100% employer match about $360,609 at 4% or $240,406 at 6%. |
| 2022 | 2 | 5 | $2,463,943 | $94,210 | $18,842iApproximate average salary by contribution assumption: employee only about $471,050 at 4% or $314,033 at 6%; with 50% employer match about $314,033 at 4% or $209,356 at 6%; with 100% employer match about $235,525 at 4% or $157,017 at 6%. |
| RUANE CASH BALANCE PLAN | - | 5 | $1,540,006 | $0 | - |
| Ruane 401(K) Profit Sharing Plan | - | 4 | $923,937 | $94,210 | $23,553iApproximate average salary by contribution assumption: employee only about $588,813 at 4% or $392,542 at 6%; with 50% employer match about $392,542 at 4% or $261,694 at 6%; with 100% employer match about $294,406 at 4% or $196,271 at 6%. |
| 2021 | 2 | 4 | $2,712,589 | $654,156 | $163,539iApproximate average salary by contribution assumption: employee only about $4,088,475 at 4% or $2,725,650 at 6%; with 50% employer match about $2,725,650 at 4% or $1,817,100 at 6%; with 100% employer match about $2,044,238 at 4% or $1,362,825 at 6%. |
| RUANE CASH BALANCE PLAN | - | 4 | $1,719,468 | $520,000 | $130,000iApproximate average salary by contribution assumption: employee only about $3,250,000 at 4% or $2,166,667 at 6%; with 50% employer match about $2,166,667 at 4% or $1,444,444 at 6%; with 100% employer match about $1,625,000 at 4% or $1,083,333 at 6%. |
| Ruane 401(K) Profit Sharing Plan | - | 4 | $993,121 | $134,156 | $33,539iApproximate average salary by contribution assumption: employee only about $838,475 at 4% or $558,983 at 6%; with 50% employer match about $558,983 at 4% or $372,656 at 6%; with 100% employer match about $419,238 at 4% or $279,492 at 6%. |
| 2020 | 2 | 5 | $2,051,365 | $817,243 | $163,449iApproximate average salary by contribution assumption: employee only about $4,086,215 at 4% or $2,724,143 at 6%; with 50% employer match about $2,724,143 at 4% or $1,816,096 at 6%; with 100% employer match about $2,043,108 at 4% or $1,362,072 at 6%. |
| RUANE CASH BALANCE PLAN | - | 5 | $1,232,468 | $689,000 | $137,800iApproximate average salary by contribution assumption: employee only about $3,445,000 at 4% or $2,296,667 at 6%; with 50% employer match about $2,296,667 at 4% or $1,531,111 at 6%; with 100% employer match about $1,722,500 at 4% or $1,148,333 at 6%. |
| Ruane 401(K) Profit Sharing Plan | - | 5 | $818,897 | $128,243 | $25,649iApproximate average salary by contribution assumption: employee only about $641,215 at 4% or $427,477 at 6%; with 50% employer match about $427,477 at 4% or $284,984 at 6%; with 100% employer match about $320,608 at 4% or $213,738 at 6%. |
| 2019 | 2 | 5 | $1,104,693 | $645,163 | $129,033iApproximate average salary by contribution assumption: employee only about $3,225,815 at 4% or $2,150,543 at 6%; with 50% employer match about $2,150,543 at 4% or $1,433,696 at 6%; with 100% employer match about $1,612,908 at 4% or $1,075,272 at 6%. |
| Ruane 401(K) Profit Sharing Plan | - | 5 | $582,665 | $123,135 | $24,627iApproximate average salary by contribution assumption: employee only about $615,675 at 4% or $410,450 at 6%; with 50% employer match about $410,450 at 4% or $273,633 at 6%; with 100% employer match about $307,838 at 4% or $205,225 at 6%. |
| RUANE CASH BALANCE PLAN | - | 2 | $522,028 | $522,028 | $261,014iApproximate average salary by contribution assumption: employee only about $6,525,350 at 4% or $4,350,233 at 6%; with 50% employer match about $4,350,233 at 4% or $2,900,156 at 6%; with 100% employer match about $3,262,675 at 4% or $2,175,117 at 6%. |
| 2018 | 1 | 6 | $495,567 | $25,965 | $4,328iApproximate average salary by contribution assumption: employee only about $108,188 at 4% or $72,125 at 6%; with 50% employer match about $72,125 at 4% or $48,083 at 6%; with 100% employer match about $54,094 at 4% or $36,063 at 6%. |
| Ruane 401(K) Profit Sharing Plan | - | 6 | $495,567 | $25,965 | $4,328iApproximate average salary by contribution assumption: employee only about $108,188 at 4% or $72,125 at 6%; with 50% employer match about $72,125 at 4% or $48,083 at 6%; with 100% employer match about $54,094 at 4% or $36,063 at 6%. |
| 2017 | 1 | 6 | $493,905 | $80,346 | $13,391iApproximate average salary by contribution assumption: employee only about $334,775 at 4% or $223,183 at 6%; with 50% employer match about $223,183 at 4% or $148,789 at 6%; with 100% employer match about $167,388 at 4% or $111,592 at 6%. |
| Ruane 401(K) Profit Sharing Plan | - | 6 | $493,905 | $80,346 | $13,391iApproximate average salary by contribution assumption: employee only about $334,775 at 4% or $223,183 at 6%; with 50% employer match about $223,183 at 4% or $148,789 at 6%; with 100% employer match about $167,388 at 4% or $111,592 at 6%. |
| 2016 | 1 | 6 | $447,328 | $101,466 | $16,911iApproximate average salary by contribution assumption: employee only about $422,775 at 4% or $281,850 at 6%; with 50% employer match about $281,850 at 4% or $187,900 at 6%; with 100% employer match about $211,388 at 4% or $140,925 at 6%. |
| Ruane 401(K) Profit Sharing Plan | - | 6 | $447,328 | $101,466 | $16,911iApproximate average salary by contribution assumption: employee only about $422,775 at 4% or $281,850 at 6%; with 50% employer match about $281,850 at 4% or $187,900 at 6%; with 100% employer match about $211,388 at 4% or $140,925 at 6%. |
| 2015 | 1 | 5 | $1,223,087 | $60,477 | $12,095iApproximate average salary by contribution assumption: employee only about $302,385 at 4% or $201,590 at 6%; with 50% employer match about $201,590 at 4% or $134,393 at 6%; with 100% employer match about $151,193 at 4% or $100,795 at 6%. |
| Ruane 401(K) Profit Sharing Plan | - | 5 | $1,223,087 | $60,477 | $12,095iApproximate average salary by contribution assumption: employee only about $302,385 at 4% or $201,590 at 6%; with 50% employer match about $201,590 at 4% or $134,393 at 6%; with 100% employer match about $151,193 at 4% or $100,795 at 6%. |
| 2014 | 1 | 4 | $1,132,729 | $51,782 | $12,946iApproximate average salary by contribution assumption: employee only about $323,638 at 4% or $215,758 at 6%; with 50% employer match about $215,758 at 4% or $143,839 at 6%; with 100% employer match about $161,819 at 4% or $107,879 at 6%. |
| Ruane 401(K) Profit Sharing Plan | - | 4 | $1,132,729 | $51,782 | $12,946iApproximate average salary by contribution assumption: employee only about $323,638 at 4% or $215,758 at 6%; with 50% employer match about $215,758 at 4% or $143,839 at 6%; with 100% employer match about $161,819 at 4% or $107,879 at 6%. |
| 2013 | 1 | 6 | $1,735,667 | $57,005 | $9,501iApproximate average salary by contribution assumption: employee only about $237,521 at 4% or $158,347 at 6%; with 50% employer match about $158,347 at 4% or $105,565 at 6%; with 100% employer match about $118,760 at 4% or $79,174 at 6%. |
| Ruane 401(K) Profit Sharing Plan | - | 6 | $1,735,667 | $57,005 | $9,501iApproximate average salary by contribution assumption: employee only about $237,521 at 4% or $158,347 at 6%; with 50% employer match about $158,347 at 4% or $105,565 at 6%; with 100% employer match about $118,760 at 4% or $79,174 at 6%. |
| 2012 | 1 | 7 | $1,913,669 | $461,543 | $65,935iApproximate average salary by contribution assumption: employee only about $1,648,368 at 4% or $1,098,912 at 6%; with 50% employer match about $1,098,912 at 4% or $732,608 at 6%; with 100% employer match about $824,184 at 4% or $549,456 at 6%. |
| Ruane 401(K) Profit Sharing Plan | - | 7 | $1,913,669 | $461,543 | $65,935iApproximate average salary by contribution assumption: employee only about $1,648,368 at 4% or $1,098,912 at 6%; with 50% employer match about $1,098,912 at 4% or $732,608 at 6%; with 100% employer match about $824,184 at 4% or $549,456 at 6%. |
| 2011 | 1 | 7 | $1,335,835 | $0 | - |
| Ruane 401(K) Profit Sharing Plan | - | 7 | $1,335,835 | - | - |
| 2010 | 1 | 6 | $1,670,366 | $0 | - |
| Ruane 401(K) Profit Sharing Plan | - | 6 | $1,670,366 | - | - |
| 2009 | 1 | 6 | $2,415,819 | $0 | - |
| Ruane 401(K) Profit Sharing Plan | - | 6 | $2,415,819 | - | - |
| 2008 | 1 | 6 | $0 | $0 | - |
| Ruane 401(K) Profit Sharing Plan | - | 6 | - | - | - |
| 2007 | 1 | 8 | $0 | $0 | - |
| Ruane 401(K) Profit Sharing Plan | - | 8 | - | - | - |
| 2006 | 1 | 7 | $4,815,978 | $0 | - |
| Ruane 401(K) Profit Sharing Plan | - | 7 | $4,815,978 | - | - |
| 2005 | 1 | 7 | $4,540,465 | $79,547 | $11,364iApproximate average salary by contribution assumption: employee only about $284,096 at 4% or $189,398 at 6%; with 50% employer match about $189,398 at 4% or $126,265 at 6%; with 100% employer match about $142,048 at 4% or $94,699 at 6%. |
| Ruane 401(K) Profit Sharing Plan | - | 7 | $4,540,465 | $79,547 | $11,364iApproximate average salary by contribution assumption: employee only about $284,096 at 4% or $189,398 at 6%; with 50% employer match about $189,398 at 4% or $126,265 at 6%; with 100% employer match about $142,048 at 4% or $94,699 at 6%. |
| 2004 | 1 | 8 | $4,244,359 | $0 | - |
| Ruane 401(K) Profit Sharing Plan | - | 8 | $4,244,359 | - | - |
| 2003 | 1 | 8 | $0 | $0 | - |
| Ruane 401(K) Profit Sharing Plan | - | 8 | - | - | - |
| 2002 | 1 | 7 | $0 | $0 | - |
| Ruane 401(K) Profit Sharing Plan | - | 7 | - | - | - |
| 2001 | 1 | 7 | $0 | $0 | - |
| Ruane 401(K) Profit Sharing Plan | - | 7 | - | - | - |
| 2000 | 1 | 5 | $0 | $0 | - |
| Ruane 401(K) Profit Sharing Plan | - | 5 | - | - | - |
| 1999 | 1 | 4 | $2,877,196 | $40,705 | $10,176iApproximate average salary by contribution assumption: employee only about $254,406 at 4% or $169,604 at 6%; with 50% employer match about $169,604 at 4% or $113,069 at 6%; with 100% employer match about $127,203 at 4% or $84,802 at 6%. |
| Ruane 401(K) Profit Sharing Plan | - | 4 | $2,877,196 | $40,705 | $10,176iApproximate average salary by contribution assumption: employee only about $254,406 at 4% or $169,604 at 6%; with 50% employer match about $169,604 at 4% or $113,069 at 6%; with 100% employer match about $127,203 at 4% or $84,802 at 6%. |