401(k) · DOL Form 5500 · 2022

Aid to Adoption of Special Kids 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
106
Participants Small participant base
48th
Percentile by assets National rank
$41,932
Avg per participant Low balance/head
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Official DOL plan name: Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust · Sponsored by Aid to Adoption of Special Kids · Arizona · Healthcare & Social Assistance

$4M in assets, 106 participants

Aid to Adoption of Special Kids's Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 106 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #10,727 in Healthcare & Social Assistance (20,060 peers)

Coverage in Arizona

Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust covers 106 participants in Arizona, about 19% of the average Arizona filer (state average ~564 per filing). Assets: $4M.

#10,727
in Healthcare & Social Assistance (20,060 peers)
-12.6%
assets change YoY

The plan reported a net loss of $638K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,444,781 48th percentile higher than 48% 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

Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & 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. Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (106 participants).

DOL schedule card

Filing strip 860611935 · Aid to Adoption of Special Kids PY 2022 · 401(k)

Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust · $4M · 106 · 48th

  • PHOTO $4M
  • IND 106
  • EOY 48th
  • 5500 401(k)
  • ASSETS near Oakmont Country Club 401(k) Plan
  • PCT ind #10727

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Chsu 401(k) Plan$4MCornerstone Managment Partners, LLC 401(k) PlanCornerstone Managment Partne…$4MAid to Adoption of Special Kids 401(k) Profit Sharing Plan & TrustAid to Adoption of Special K…$4MOakmont Country Club 401(k) PlanOakmont Country Club 401(k) …$4MStandish Family Dental Center 401(k) PlanStandish Family Dental Cente…$4M
End-of-year total assets ($M) among Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$638K
Employer EIN860611935
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aid to Adoption of Special Kids)

Sponsor-wide plan assets over time

All Aid to Adoption of Special Kids plans reported in each filing year

Latest sponsor-wide plan assets
$6M 43.74177265426575% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.44M $6.39M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 106 $4M
2023 1 105 $5M
2024 1 130 $6M

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.004444781 · Participants: 106Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & TrustBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Arizona, assets vs. participants

Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Oakmont Country Club 401(k) Plan in PA ($4M); by covered participants it is Integrated Laboratory Systems, LLC 401(k) Plan in NC (106 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust assets move in 2022?
Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 12.6% during 2022, from $5M to $4M. Reported net income was -$638K.
How have Aid to Adoption of Special Kids plan assets changed over time?
Across 3 plan years on file (2022-2024), Aid to Adoption of Special Kids's sponsor-wide assets grew 43.7%, from $4M to $6M.
Which 401(k) plans are similar in size to Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Oakmont Country Club 401(k) Plan in PA ($4M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Integrated Laboratory Systems, LLC 401(k) Plan in NC (106 participants, N/A in assets).