401(k) · DOL Form 5500 · 2022
Rodey Dickason Sloan Akin & Robb PA 401(k) Plan
Data updated 2026-08-25
- $108M
- Total assets Near avg plan size
- 132
- Participants Small participant base
- 93rd
- Percentile by assets National rank
- $814,638
- Avg per participant High balance/head
Official DOL plan name: Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust · Sponsored by Rodey Dickason Sloan Akin & Robb PA · New Mexico · Professional & Technical Services
$108M in assets, 132 participants
Rodey Dickason Sloan Akin & Robb PA's Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust reported $108M in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #20,320 in Professional & Technical Services (21,562 peers)
Coverage in New Mexico
Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust covers 132 participants in New Mexico, about 36% of the average New Mexico filer (state average ~365 per filing). Assets: $108M.
- #20,320
- in Professional & Technical Services (21,562 peers)
- -20.8%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $28M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust's outsized position by total assets
Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$107,532,170 Top 7% higher than 93% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust sits mid-pack in the medium band (132 participants).
DOL schedule card
Filing strip 850216511 · Rodey Dickason Sloan Akin & Robb PA PY 2022 · 401(k)
Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust · $108M · 132 · 93rd
- RANK $108M
- RANK 132
- RANK 93rd
- RANK 401(k)
- RANK near Boart Longyear Company 401(k) Savings Plan
- RANK ind #20320
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 New Mexico →
Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust in the asset neighbourhood
New Mexico filing particulars
| Total Assets (Beginning of Year) | $136M |
|---|---|
| Net Assets (End of Year) | $108M |
| Net Income | -$28M |
| Employer EIN | 850216511 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rodey Dickason Sloan Akin & Robb PA)
Sponsor-wide plan assets over time
All Rodey Dickason Sloan Akin & Robb PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $104M 3.649839857225982% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 132 | $108M |
| 2023 | 1 | 133 | $107M |
| 2024 | 1 | 122 | $104M |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $5.0B · 14,007
- Triad 401(k) Retirement Plan $1.5B · 8,535
- Triad 401(k) Savings Plan $750M · 2,476
- Pnm Resources, Inc. Retirement Savings Plan $707M · 1,638
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $445M · 1,553
Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Boart Longyear Company 401(k) Savings Plan in UT ($108M); by covered participants it is Flywire Retirement Plan in MA (132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($108M here).
Similar participant headcount
Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.
- Flywire Retirement Plan (MA) 132 · 0 off
- Acs 401(k) Plan (MN) 132 · 0 off
- United Health System Inc. 401(k) Profit Sharing Plan & Trust (CA) 132 · 0 off
- Learning Solutions Kids Inc 401(k) Plan (CA) 132 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.