Profit Sharing · DOL Form 5500 · 2022

A.D. Potts & Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$220K
Total assets Small plan by assets
3
Participants Small participant base
11th
Percentile by assets National rank
$73,415
Avg per participant Below avg balance/head
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Official DOL plan name: A.D. Potts & Associates, Inc. Profit Sharing Plan · Sponsored by A.D. Potts & Associates, Inc. · Virginia · Professional & Technical Services

$220K in assets, 3 participants

A.D. Potts & Associates, Inc.'s A.D. Potts & Associates, Inc. Profit Sharing Plan reported $220K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,999 in Professional & Technical Services (21,562 peers)

A.D. Potts & Associates, Inc. multi-year trail

A.D. Potts & Associates, Inc.'s plans moved +10.6% in assets from 2022 to 2023; this filing shows A.D. Potts & Associates, Inc. Profit Sharing Plan at $220K / 3 participants.

#1,999
in Professional & Technical Services (21,562 peers)
-10.2%
assets change YoY

The plan reported a net loss of $25K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

A.D. Potts & Associates, Inc. Profit Sharing Plan among the smaller filed plans by assets

A.D. Potts & Associates, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$220,246 11th percentile higher than 11% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

A.D. Potts & Associates, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A.D. Potts & Associates, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 161617882 · A.D. Potts & Associates, Inc. PY 2022 · Profit Sharing

A.D. Potts & Associates, Inc. Profit Sharing Plan · $220K · 3 · 11th

  • EIN $220K
  • EIN 3
  • EIN 11th
  • EIN Profit Sharing
  • EIN near Arizona Shipping and Printing Corp. Retirement Plan
  • EIN ind #1999

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 Virginia →

A.D. Potts & Associates, Inc. Profit Sharing Plan in the asset neighbourhood

A.D. Potts & Associates, Inc. Profit Sharing PlanA.D. Potts & Associates, Inc…$220KArizona Shipping and Printing Corp. Retirement PlanArizona Shipping and Printin…$220KAffiliated Lakes Oral & Maxillofacial Surgery Ltd Profit Sharing PlanAffiliated Lakes Oral & Maxi…$220KHere and Now Healthcare Incorporated Retirement PlanHere and Now Healthcare Inco…$220KNext Level Kidz Inc. Retirement PlanNext Level Kidz Inc. Retirem…$220K
End-of-year total assets ($M) among A.D. Potts & Associates, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

A.D. Potts & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All A.D. Potts & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$244K 10.626299683081646% vs 2022
2023 filing year
$0.21M$0.22M$0.23M$0.24M$0.25M 20222023 $0.22M $0.24M ▲ +9.1%
Year Plans Participants Total Assets
2022 1 3 $220K
2023 1 3 $244K

A.D. Potts & Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$245K
Net Assets (End of Year)$220K
Net Income-$25K
Employer EIN161617882
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Virginia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

A.D. Potts & Associates, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants A.D. Potts & Associates, Inc. Profit Sharing Plan, Total assets ($M): 0.220246 · Participants: 3A.D. Potts & Associates, Inc. Profit Sharing PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($M): 888.985056 · Participants: 4858Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($M): 263.451567 · Participants: 2096Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($M): 224.68049 · Participants: 1097American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($M): 177.636453 · Participants: 343Analytic Services Inc. Defined Contribution Retirement PlanSmart National Supplemental Savings Plan, Total assets ($M): 118.426043 · Participants: 8759Smart National Supplemental Savings Plan
A.D. Potts & Associates, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare A.D. Potts & Associates, Inc. Profit Sharing Plan side-by-side with 3 peers →

A.D. Potts & Associates, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Arizona Shipping and Printing Corp. Retirement Plan in AZ ($220K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did A.D. Potts & Associates, Inc. Profit Sharing Plan assets move in 2022? ▼
A.D. Potts & Associates, Inc. Profit Sharing Plan pulled back noticeably - down 10.2% during 2022, from $245K to $220K. Reported net income was -$25K.
How have A.D. Potts & Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), A.D. Potts & Associates, Inc.'s sponsor-wide assets grew 10.6%, from $220K to $244K.
Where does A.D. Potts & Associates, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
A.D. Potts & Associates, Inc. Profit Sharing Plan ranks in the 11th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to A.D. Potts & Associates, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Arizona Shipping and Printing Corp. Retirement Plan in AZ ($220K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to A.D. Potts & Associates, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 161617882.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.