401(k) · DOL Form 5500 · 2022

Alan Plummer Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
165
Participants Small participant base
79th
Percentile by assets National rank
$134,366
Avg per participant Near avg balance/head
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Official DOL plan name: Alan Plummer Associates, Inc. Profit Sharing Plan · Sponsored by Alan Plummer Associates, Inc. · Texas · Professional & Technical Services

$22M in assets, 165 participants

Alan Plummer Associates, Inc.'s Alan Plummer Associates, Inc. Profit Sharing Plan reported $22M in total assets and 165 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #17,059 in Professional & Technical Services (21,562 peers)

Coverage in Texas

Alan Plummer Associates, Inc. Profit Sharing Plan covers 165 participants in Texas, about 24% of the average Texas filer (state average ~688 per filing). Assets: $22M.

#17,059
in Professional & Technical Services (21,562 peers)
-15.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alan Plummer Associates, Inc. Profit Sharing Plan's outsized position by total assets

Alan Plummer Associates, Inc. Profit Sharing Plan vs every filed plan by assets

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

$22,170,351 Top 21% higher than 79% 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

Alan Plummer Associates, Inc. Profit Sharing 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. Alan Plummer Associates, Inc. Profit Sharing Plan sits mid-pack in the medium band (165 participants).

EBSA filing schedule strip

Filing strip 751595621 · Alan Plummer Associates, Inc. PY 2022 · 401(k)

Alan Plummer Associates, Inc. Profit Sharing Plan · $22M · 165 · 79th

  • BOOK $22M
  • BOOK 165
  • BOOK 79th
  • BOOK 401(k)
  • BOOK near Cambiar Investors LLC Profit Sharing Plan and Trust
  • BOOK ind #17059

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 Texas →

Alan Plummer Associates, Inc. Profit Sharing Plan in the asset neighbourhood

Alan Plummer Associates, Inc. Profit Sharing PlanAlan Plummer Associates, Inc…$22MCambiar Investors LLC Profit Sharing Plan and TrustCambiar Investors LLC Profit…$22MMilton Truss Company Retirement Savings PlanMilton Truss Company Retirem…$22MYes Management, LLC 401(k) PlanYes Management, LLC 401(k) P…$22MMiles Partnership LLC 401(k)PlanMiles Partnership LLC 401(k)…$22M
End-of-year total assets ($M) among Alan Plummer Associates, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$22M
Net Income-$4M
Employer EIN751595621
Plan Effective Date1979-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alan Plummer Associates, Inc.)

Sponsor-wide plan assets over time

All Alan Plummer Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 53.992753655546544% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $22.2M $34.1M ▲ +54.0%
Year Plans Participants Total Assets
2022 1 165 $22M
2023 1 193 $28M
2024 1 217 $34M

Nearby 401(k) Plans in Texas

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

Alan Plummer Associates, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Alan Plummer Associates, Inc. Profit Sharing Plan, Total assets ($B): 0.022170351 · Participants: 165Alan Plummer Associates, Inc. Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Alan Plummer Associates, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Alan Plummer Associates, Inc. Profit Sharing Plan side-by-side with 3 peers →

Alan Plummer Associates, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Cambiar Investors LLC Profit Sharing Plan and Trust in CO ($22M); by covered participants it is Ccg 401(k) Retirement Plan in TN (165 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Alan Plummer Associates, Inc. Profit Sharing Plan assets move in 2022? ▼
Alan Plummer Associates, Inc. Profit Sharing Plan declined sharply - down 15.5% during 2022, from $26M to $22M. Reported net income was -$4M.
How have Alan Plummer Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alan Plummer Associates, Inc.'s sponsor-wide assets grew 54.0%, from $22M to $34M.
Where does Alan Plummer Associates, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Alan Plummer Associates, Inc. Profit Sharing Plan ranks in the 79th 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 Alan Plummer Associates, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cambiar Investors LLC Profit Sharing Plan and Trust in CO ($22M, 49 participants).
Which 401(k) plans cover a similar participant headcount to Alan Plummer Associates, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ccg 401(k) Retirement Plan in TN (165 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 751595621.

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.