401(k) · DOL Form 5500 · 2022

Adler Pollock & Sheehan P.C. 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
111
Participants Small participant base
89th
Percentile by assets National rank
$492,581
Avg per participant High balance/head
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Official DOL plan name: Adler Pollock & Sheehan P.C. 401(k) Retirement Plan · Sponsored by Adler Pollock & Sheehan P.C. · Rhode Island · Professional & Technical Services

$55M in assets, 111 participants

Adler Pollock & Sheehan P.C.'s Adler Pollock & Sheehan P.C. 401(k) Retirement Plan reported $55M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #19,355 in Professional & Technical Services (21,562 peers)

Coverage in Rhode Island

Adler Pollock & Sheehan P.C. 401(k) Retirement Plan covers 111 participants in Rhode Island, about 8% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $55M.

#19,355
in Professional & Technical Services (21,562 peers)
-24.0%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Adler Pollock & Sheehan P.C. 401(k) Retirement Plan's outsized position by total assets

Adler Pollock & Sheehan P.C. 401(k) Retirement Plan vs every filed plan by assets

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

$54,676,505 Top 11% higher than 89% 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

Adler Pollock & Sheehan P.C. 401(k) Retirement Plan 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. Adler Pollock & Sheehan P.C. 401(k) Retirement Plan sits mid-pack in the medium band (111 participants).

DOL schedule card

Filing strip 050343749 · Adler Pollock & Sheehan P.C. PY 2022 · 401(k)

Adler Pollock & Sheehan P.C. 401(k) Retirement Plan · $55M · 111 · 89th

  • VS-ST $55M
  • BOY 111
  • SCH 89th
  • EBSA 401(k)
  • PART near Orthopedicsny, LLP 401(k) Profit Sharing Plan
  • TYPE ind #19355

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 Rhode Island →

Adler Pollock & Sheehan P.C. 401(k) Retirement Plan in the asset neighbourhood

Adler Pollock & Sheehan P.C. 401(k) Retirement PlanAdler Pollock & Sheehan P.C.…$55MOrthopedicsny, LLP 401(k) Profit Sharing PlanOrthopedicsny, LLP 401(k) Pr…$55MWp Beverages, LLC 401(k) Profit Sharing Plan and TrustWp Beverages, LLC 401(k) Pro…$55MGolden Entertainment, Inc. 401(k) Savings PlanGolden Entertainment, Inc. 4…$55MRyan Incorporated Central Profit Sharing and 401(k) PlanRyan Incorporated Central Pr…$55M
End-of-year total assets ($M) among Adler Pollock & Sheehan P.C. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Rhode Island filing particulars

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$55M
Net Income-$17M
Employer EIN050343749
Plan Effective Date1988-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adler Pollock & Sheehan P.C.)

Sponsor-wide plan assets over time

All Adler Pollock & Sheehan P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$67M 23.049333530005256% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $54.7M $67.3M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 111 $55M
2023 1 114 $64M
2024 1 121 $67M

Nearby 401(k) Plans in Rhode Island

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

Adler Pollock & Sheehan P.C. 401(k) Retirement Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Adler Pollock & Sheehan P.C. 401(k) Retirement Plan, Total assets ($B): 0.054676505 · Participants: 111Adler Pollock & Sheehan P.C. 401(k) Retirement PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 24.237200876 · Participants: 273274CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 4.980267873 · Participants: 25353Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.504448168 · Participants: 17454Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.458736828 · Participants: 24670Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.429728934 · Participants: 3865Fm Global 401(k) Savings Plan
Adler Pollock & Sheehan P.C. 401(k) Retirement Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Adler Pollock & Sheehan P.C. 401(k) Retirement Plan side-by-side with 3 peers →

Adler Pollock & Sheehan P.C. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Orthopedicsny, LLP 401(k) Profit Sharing Plan in NY ($55M); by covered participants it is Green Box Loans Inc, 401(k) Plan in CA (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Adler Pollock & Sheehan P.C. 401(k) Retirement Plan assets move in 2022? ▼
Adler Pollock & Sheehan P.C. 401(k) Retirement Plan declined sharply - down 24.0% during 2022, from $72M to $55M. Reported net income was -$17M.
How have Adler Pollock & Sheehan P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adler Pollock & Sheehan P.C.'s sponsor-wide assets grew 23.0%, from $55M to $67M.
Where does Adler Pollock & Sheehan P.C. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Adler Pollock & Sheehan P.C. 401(k) Retirement Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Adler Pollock & Sheehan P.C. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orthopedicsny, LLP 401(k) Profit Sharing Plan in NY ($55M, 546 participants).
Which 401(k) plans cover a similar participant headcount to Adler Pollock & Sheehan P.C. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Green Box Loans Inc, 401(k) Plan in CA (111 participants, $192K 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 050343749.

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.