401(k) · DOL Form 5500 · 2023

Atlee Hall, LLP 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
18
Participants Small participant base
36th
Percentile by assets National rank
$172,115
Avg per participant Above avg balance/head
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Official DOL plan name: Atlee Hall, LLP 401(k) Savings Plan · Sponsored by Atlee Hall, LLP · Pennsylvania · Professional & Technical Services

$3M in assets, 18 participants

Atlee Hall, LLP's Atlee Hall, LLP 401(k) Savings Plan reported $3M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,699 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Atlee Hall, LLP 401(k) Savings Plan holds $3M for 18 participants - about $172,115 per participant, in the lower half of filed plans by assets.

#6,699
in Professional & Technical Services (20,321 peers)
+4.3%
assets growth YoY

Atlee Hall, LLP 401(k) Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Atlee Hall, LLP 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,098,061 36th percentile higher than 36% of 127,068 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 2023

Atlee Hall, LLP 401(k) Savings 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. Atlee Hall, LLP 401(k) Savings Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Atlee Hall, LLP 401(k) Savings Plan reported net income rose from -$722K in the plan year 2022 filing to $129K in the plan year 2023 filing.
  • Atlee Hall, LLP 401(k) Savings Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 232587526 · Atlee Hall, LLP PY 2023 · 401(k)

Atlee Hall, LLP 401(k) Savings Plan · $3M · 18 · 36th

  • BOY $3M
  • BOY 18
  • BOY 36th
  • BOY 401(k)
  • BOY near Suna Solutions, Inc. 401(k) Plan
  • BOY ind #6699

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 Pennsylvania →

Atlee Hall, LLP 401(k) Savings Plan in the asset neighbourhood

Atlee Hall, LLP 401(k) Savings PlanAtlee Hall, LLP 401(k) Savin…$3MSuna Solutions, Inc. 401(k) PlanSuna Solutions, Inc. 401(k) …$3MDj's Landscape Management 401(k) PlanDj's Landscape Management 40…$3MLeblanc, Robertson, Chisholm & Associates, LLC 401(k) PlanLeblanc, Robertson, Chisholm…$3MSummit Point Raceway Associates 401(k) PlanSummit Point Raceway Associa…$3M
End-of-year total assets ($M) among Atlee Hall, LLP 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$129K
Employer EIN232587526
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Atlee Hall, LLP)

Sponsor-wide plan assets over time

All Atlee Hall, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$3M 9.048458354538544% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M 202220232024 $2.97M $2.7M ▼ -9.1%
Year Plans Participants Total Assets
2022 1 18 $3M
2023 1 18 $3M
2024 1 16 $3M

Nearby 401(k) Plans in Pennsylvania

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

Atlee Hall, LLP 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Atlee Hall, LLP 401(k) Savings Plan, Total assets ($B): 0.003098061 · Participants: 18Atlee Hall, LLP 401(k) Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Atlee Hall, LLP 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Atlee Hall, LLP 401(k) Savings Plan side-by-side with 3 peers →

Atlee Hall, LLP 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Suna Solutions, Inc. 401(k) Plan in CA ($3M); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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.

Frequently Asked Questions

How did Atlee Hall, LLP 401(k) Savings Plan assets move in 2023? ▼
Atlee Hall, LLP 401(k) Savings Plan edged up modestly - up 4.3% during 2023, from $3M to $3M. Reported net income was $129K.
How have Atlee Hall, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Atlee Hall, LLP's sponsor-wide assets declined 9.0%, from $3M to $3M.
Which 401(k) plans are similar in size to Atlee Hall, LLP 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Suna Solutions, Inc. 401(k) Plan in CA ($3M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Atlee Hall, LLP 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232587526.

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.