401(k) · DOL Form 5500 · 2022
Rodey Dickason Sloan Akin & Robb PA 401(k) Plan
Data updated 2026-08-11
- $108M
- Total assets
- 132
- Participants
- 93rd
- Percentile by assets
- $814,638
- Avg per participant
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $108M
- total plan assets (2022 EOY)
- 132
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $814,638
- avg assets per participant
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.
Participants vs New Mexico filers
In New Mexico, the average filing covers about 365 participants across 466 plans. Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust reports 132 participants - about 36% of that state average ($108M EOY assets).
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)
| 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.
Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust vs. nearby 401(k) plans in New Mexico, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust assets move in 2022? ▼
How have Rodey Dickason Sloan Akin & Robb PA plan assets changed over time? ▼
Where does Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust? ▼
Next read for Rodey Dickason Sloan Akin & Robb PA Empl…
Filing takeaways
Ways to act on Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust's numbers.
- By total assets, Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New Mexico. Compare plans
- Rodey Dickason Sloan Akin & Robb PA's sponsor-wide assets have declined 3.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans