401(k) · DOL Form 5500 · 2023

Adele Brady Bolson Cpa Ps 401(k) Plan

Data updated 2026-08-25

$853K
Total assets Small plan by assets: 2
Participants Small participant base: 22nd
Percentile by assets National rank: $426,294
Avg per participant High balance/head

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Official DOL plan name: The 401(k) Profit Sharing Plan and Trust of Adele Brady Bolson Cpa Ps · Sponsored by Adele Brady Bolson Cpa Ps · Washington · Professional & Technical Services

$853K in assets, 2 participants

Adele Brady Bolson Cpa Ps's The 401(k) Profit Sharing Plan and Trust of Adele Brady Bolson Cpa Ps reported $853K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

#3,527 in Professional & Technical Services (20,321 peers)

Adele Brady Bolson Cpa Ps multi-year trail

Adele Brady Bolson Cpa Ps's plans moved +80.6% in assets from 2022 to 2024; this filing shows The 401(k) Profit Sharing Plan and Trust of Adele Brady Bolson Cpa Ps at $853K / 2 participants.

#3,527
in Professional & Technical Services (20,321 peers): +54.0%
assets growth YoY

The 401(k) Profit Sharing Plan and Trust of Adele Brady Bolson Cpa Ps among the smaller filed plans by assets

The 401(k) Profit Sharing Plan and Trust of Adele Brady Bolson Cpa Ps vs every filed plan by assets

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

$852,587 22nd percentile higher than 22% 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

The 401(k) Profit Sharing Plan and Trust of Adele Brady Bolson Cpa Ps among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The 401(k) Profit Sharing Plan and Trust of Adele Brady Bolson Cpa Ps is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

The 401(k) Profit Sharing Plan and Trust of Adele Brady Bolson Cpa Ps reported net income rose from -$347K in the plan year 2022 filing to $299K in the plan year 2023 filing.
The 401(k) Profit Sharing Plan and Trust of Adele Brady Bolson Cpa Ps end-of-year assets rose from $554K in the plan year 2022 filing to $853K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 911619397 · Adele Brady Bolson Cpa Ps PY 2023 · 401(k)

The 401(k) Profit Sharing Plan and Trust of Adele Brady Bolson Cpa Ps · $853K · 2 · 22nd

RANK $853K
RANK 2
RANK 22nd
RANK 401(k)
RANK near Pearl Hospitality 401(k) Profit Sharing Plan
RANK ind #3527

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 →

End-of-year total assets ($M) among The 401(k) Profit Sharing Plan and Trust of Adele Brady Bolson Cpa Ps and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Adele Brady Bolson Cpa Ps multi-year asset trail

Latest sponsor-wide plan assets: $1000K 80.57407781999972% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$554K
2023	1	2	$853K
2024	1	2	$1000K

Adele Brady Bolson Cpa Ps filing trail (2023)

Total Assets (Beginning of Year)	$554K
Net Assets (End of Year)	$853K
Net Income	$299K
Employer EIN	911619397
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Washington

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

The 401(k) Profit Sharing Plan and Trust of Adele Brady Bolson Cpa Ps vs. nearby 401(k) plans in Washington, assets vs. participants

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

Compare The 401(k) Profit Sharing Plan and Trust of Adele Brady Bolson Cpa Ps side-by-side with 3 peers →

The 401(k) Profit Sharing Plan and Trust of Adele Brady Bolson Cpa Ps's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Pearl Hospitality 401(k) Profit Sharing Plan in TX ($853K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($853K here).

Pearl Hospitality 401(k) Profit Sharing Plan (TX) $853K · 122
The Ocd and Anxiety Treatment Center 401(k) (UT) $853K · 129
Mccallum, Hoaglund, & Mccallum, LLP 401(k) Profit Sharing Plan (AL) $853K · 7
3 Brothers Restaurants LLC 401(k) Profit Sharing Plan & Trust (ID) $853K · 206

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

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 The 401(k) Profit Sharing Plan and Trust of Adele Brady Bolson Cpa Ps assets move in 2023? ▼

The 401(k) Profit Sharing Plan and Trust of Adele Brady Bolson Cpa Ps surged - up 54.0% during 2023, from $554K to $853K. Reported net income was $299K.

How have Adele Brady Bolson Cpa Ps plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Adele Brady Bolson Cpa Ps's sponsor-wide assets grew 80.6%, from $554K to $1000K.

Where does The 401(k) Profit Sharing Plan and Trust of Adele Brady Bolson Cpa Ps rank by assets among Form 5500 filers? ▼

The 401(k) Profit Sharing Plan and Trust of Adele Brady Bolson Cpa Ps ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to The 401(k) Profit Sharing Plan and Trust of Adele Brady Bolson Cpa Ps? ▼

Among 401(k) plans in other states, the closest by assets is Pearl Hospitality 401(k) Profit Sharing Plan in TX ($853K, 122 participants).

Which 401(k) plans cover a similar participant headcount to The 401(k) Profit Sharing Plan and Trust of Adele Brady Bolson Cpa Ps? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 911619397.