401(k) · DOL Form 5500 · 2022

Waldon Adelman Castilla Hiestand & Prout, LLP 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
78
Participants Small participant base
64th
Percentile by assets National rank
$124,636
Avg per participant Near avg balance/head
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Official DOL plan name: Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan · Sponsored by Waldon Adelman Castilla Hiestand & Prout, LLP · Georgia · Professional & Technical Services

$10M in assets, 78 participants

Waldon Adelman Castilla Hiestand & Prout, LLP's Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan reported $10M in total assets and 78 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,606 in Professional & Technical Services (21,562 peers)

Waldon Adelman Castilla Hiestand & Prout, LLP multi-year trail

Waldon Adelman Castilla Hiestand & Prout, LLP's plans moved +45.7% in assets from 2022 to 2024; this filing shows Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan at $10M / 78 participants.

#13,606
in Professional & Technical Services (21,562 peers)
-11.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan vs every filed plan by assets

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

$9,721,638 Top 36% higher than 64% 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

Waldon Adelman Castilla Hiestand & Prout, LLP Retirement 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. Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan is a small filing (78 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 581619643 · Waldon Adelman Castilla Hiestand & Prout, LLP PY 2022 · 401(k)

Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan · $10M · 78 · 64th

  • NET $10M
  • NET 78
  • NET 64th
  • NET 401(k)
  • NET near Lionheart Industrial Group LLC 401(k) Plan
  • NET ind #13606

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 Georgia →

Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan in the asset neighbourhood

Waldon Adelman Castilla Hiestand & Prout, LLP Retirement PlanWaldon Adelman Castilla Hies…$10MLionheart Industrial Group LLC 401(k) PlanLionheart Industrial Group L…$10MAntsy, Inc. 401(k) Profit Sharing PlanAntsy, Inc. 401(k) Profit Sh…$10MEshipping LLC 401(k) Plan$10MThunder Bay Community Health Service 401(k) PlanThunder Bay Community Health…$10M
End-of-year total assets ($M) among Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Waldon Adelman Castilla Hiestand & Prout, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Waldon Adelman Castilla Hiestand & Prout, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$14M 45.66835341945462% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.72M $14.2M ▲ +45.7%
Year Plans Participants Total Assets
2022 1 78 $10M
2023 1 77 $12M
2024 1 85 $14M

Waldon Adelman Castilla Hiestand & Prout, LLP filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN581619643
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan, Total assets ($B): 0.009721638 · Participants: 78Waldon Adelman Castilla Hiestand & Prout, LLP Retirement PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Lionheart Industrial Group LLC 401(k) Plan in PA ($10M); by covered participants it is Truitt Oilfield Maintenance Corp. 401(k) Plan in CA (78 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 (78 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 Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan assets move in 2022?
Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan pulled back noticeably - down 11.4% during 2022, from $11M to $10M. Reported net income was -$1M.
How have Waldon Adelman Castilla Hiestand & Prout, LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Waldon Adelman Castilla Hiestand & Prout, LLP's sponsor-wide assets grew 45.7%, from $10M to $14M.
Which 401(k) plans are similar in size to Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Lionheart Industrial Group LLC 401(k) Plan in PA ($10M, 180 participants).
Which 401(k) plans cover a similar participant headcount to Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Truitt Oilfield Maintenance Corp. 401(k) Plan in CA (78 participants, $2M in assets).