401(k) · DOL Form 5500 · 2023
Jeffers, Danielson, Sonn & Aylward, P.S. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 35
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $439,657
- Avg per participant High balance/head
Official DOL plan name: Jeffers, Danielson, Sonn & Aylward P.S. 401(k) Profit Sharing Plan · Sponsored by Jeffers, Danielson, Sonn & Aylward, P.S. · Washington · Professional & Technical Services
$15M in assets, 35 participants
Jeffers, Danielson, Sonn & Aylward, P.S.'s Jeffers, Danielson, Sonn & Aylward P.S. 401(k) Profit Sharing Plan reported $15M in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #13,624 in Professional & Technical Services (20,321 peers)
Jeffers, Danielson, Sonn & Aylward, P.S. multi-year trail
Jeffers, Danielson, Sonn & Aylward, P.S.'s plans moved +34.0% in assets from 2022 to 2024; this filing shows Jeffers, Danielson, Sonn & Aylward P.S. 401(k) Profit Sharing Plan at $15M / 35 participants.
- #13,624
- in Professional & Technical Services (20,321 peers)
- +21.3%
- assets growth YoY
Jeffers, Danielson, Sonn & Aylward P.S. 401(k) Profit Sharing Plan's outsized position by total assets
Jeffers, Danielson, Sonn & Aylward P.S. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,387,996 Top 32% higher than 68% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Jeffers, Danielson, Sonn & Aylward P.S. 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jeffers, Danielson, Sonn & Aylward P.S. 401(k) Profit Sharing Plan is a small filing (35 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jeffers, Danielson, Sonn & Aylward P.S. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Jeffers, Danielson, Sonn & Aylward P.S. 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Jeffers, Danielson, Sonn & Aylward P.S. 401(k) Profit Sharing Plan reported participants fell from 38 in the plan year 2022 filing to 35 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 910980951 · Jeffers, Danielson, Sonn & Aylward, P.S. PY 2023 · 401(k)
Jeffers, Danielson, Sonn & Aylward P.S. 401(k) Profit Sharing Plan · $15M · 35 · 68th
- SCH $15M
- SCH 35
- SCH 68th
- SCH 401(k)
- SCH near Autumn Harp, Inc. 401(k) Profit Sharing Plan
- SCH ind #13624
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 Washington →
Jeffers, Danielson, Sonn & Aylward P.S. 401(k) Profit Sharing Plan in the asset neighbourhood
Jeffers, Danielson, Sonn & Aylward, P.S. multi-year asset trail
Sponsor-wide plan assets over time
All Jeffers, Danielson, Sonn & Aylward, P.S. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 34.0348127546653% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 38 | $13M |
| 2023 | 1 | 35 | $15M |
| 2024 | 1 | 39 | $17M |
Jeffers, Danielson, Sonn & Aylward, P.S. filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $3M |
| Employer EIN | 910980951 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
- Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
- Costco 401(k) Retirement Plan $33.4B · 192,744
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
- 401(k) Savings Plan $8.1B · 87,590
Jeffers, Danielson, Sonn & Aylward P.S. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Autumn Harp, Inc. 401(k) Profit Sharing Plan in VT ($15M); by covered participants it is Little - Morris, LLP Profit Sharing Plan in ID (35 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (35 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.