401(k) · DOL Form 5500 · 2022

Warner Angle Hallam Jackson & Formanek, P.C. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
39
Participants Small participant base
65th
Percentile by assets National rank
$260,987
Avg per participant Above avg balance/head
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Official DOL plan name: Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan · Sponsored by Warner Angle Hallam Jackson & Formanek, P.C. · Arizona · Professional & Technical Services

$10M in assets, 39 participants

Warner Angle Hallam Jackson & Formanek, P.C.'s Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan reported $10M in total assets and 39 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,806 in Professional & Technical Services (21,562 peers)

Warner Angle Hallam Jackson & Formanek, P.C. multi-year trail

Warner Angle Hallam Jackson & Formanek, P.C.'s plans moved +33.8% in assets from 2022 to 2024; this filing shows Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan at $10M / 39 participants.

#13,806
in Professional & Technical Services (21,562 peers)
-25.3%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,178,508 Top 35% higher than 65% 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

Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan is a small filing (39 participants) on this national headcount ladder.

DOL schedule card

Filing strip 860444065 · Warner Angle Hallam Jackson & Formanek, P.C. PY 2022 · 401(k)

Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan · $10M · 39 · 65th

  • PHOTO $10M
  • PHOTO 39
  • PHOTO 65th
  • PHOTO 401(k)
  • PHOTO near Vss Retirement Trust
  • PHOTO ind #13806

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 Arizona →

Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan in the asset neighbourhood

Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing PlanWarner Angle Hallam Jackson …$10MVss Retirement Trust$10MDem-Con Companies 401(k) Plan$10MGcsaa Employee Retirement PlanGcsaa Employee Retirement Pl…$10MFerragon Corp. Thrift Incentive PlanFerragon Corp. Thrift Incent…$10M
End-of-year total assets ($M) among Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Warner Angle Hallam Jackson & Formanek, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Warner Angle Hallam Jackson & Formanek, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 33.84898847650363% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $10.2M $13.6M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 39 $10M
2023 1 33 $12M
2024 1 33 $14M

Warner Angle Hallam Jackson & Formanek, P.C. filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$10M
Net Income-$3M
Employer EIN860444065
Plan Effective Date1989-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan, Total assets ($B): 0.010178508 · Participants: 39Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing PlanBanner 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
Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Vss Retirement Trust in NY ($10M); by covered participants it is Patton Electronics Company 401(k) Plan in MD (39 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan assets move in 2022? ▼
Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan declined sharply - down 25.3% during 2022, from $14M to $10M. Reported net income was -$3M.
How have Warner Angle Hallam Jackson & Formanek, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Warner Angle Hallam Jackson & Formanek, P.C.'s sponsor-wide assets grew 33.8%, from $10M to $14M.
Which 401(k) plans are similar in size to Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vss Retirement Trust in NY ($10M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Patton Electronics Company 401(k) Plan in MD (39 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 860444065.

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.