401(k) · DOL Form 5500 · 2023

Abbott-Rhoton Investments, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
27
Participants Small participant base
33rd
Percentile by assets National rank
$92,737
Avg per participant Below avg balance/head
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Official DOL plan name: Abbott-Rhoton Investments, LLC 401(k) Plan · Sponsored by Abbott-Rhoton Investments, LLC · Arizona · Construction

$3M in assets, 27 participants

Abbott-Rhoton Investments, LLC's Abbott-Rhoton Investments, LLC 401(k) Plan reported $3M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,802 in Construction (9,030 peers)

Abbott-Rhoton Investments, LLC multi-year trail

Abbott-Rhoton Investments, LLC's plans moved +48.1% in assets from 2022 to 2024; this filing shows Abbott-Rhoton Investments, LLC 401(k) Plan at $3M / 27 participants.

#2,802
in Construction (9,030 peers)
+30.6%
assets growth YoY

Abbott-Rhoton Investments, LLC 401(k) Plan among the smaller filed plans by assets

Abbott-Rhoton Investments, LLC 401(k) Plan vs every filed plan by assets

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

$2,503,894 33rd percentile higher than 33% 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

Abbott-Rhoton Investments, LLC 401(k) 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. Abbott-Rhoton Investments, LLC 401(k) Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Abbott-Rhoton Investments, LLC 401(k) Plan reported net income rose from -$82K in the plan year 2022 filing to $587K in the plan year 2023 filing.
  • Abbott-Rhoton Investments, LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Abbott-Rhoton Investments, LLC 401(k) Plan reported participants rose from 22 in the plan year 2022 filing to 27 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 300426504 · Abbott-Rhoton Investments, LLC PY 2023 · 401(k)

Abbott-Rhoton Investments, LLC 401(k) Plan · $3M · 27 · 33rd

  • PHOTO $3M
  • IND 27
  • EOY 33rd
  • 5500 401(k)
  • ASSETS near Inland Valley Construction Co 401(k) Profit Sharing Plan & Trust
  • PCT ind #2802

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 Construction retirement plans → · Plans in Arizona →

Abbott-Rhoton Investments, LLC 401(k) Plan in the asset neighbourhood

Abbott-Rhoton Investments, LLC 401(k) PlanAbbott-Rhoton Investments, L…$3MInland Valley Construction Co 401(k) Profit Sharing Plan & TrustInland Valley Construction C…$3MBaum Precision Machining Inc. 401(k) Retirement PlanBaum Precision Machining Inc…$3MStoried Management 401(k) PlanStoried Management 401(k) Pl…$3MThe Coronado Club 401(k) Plan$3M
End-of-year total assets ($M) among Abbott-Rhoton Investments, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Abbott-Rhoton Investments, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Abbott-Rhoton Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 48.07392481601471% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.92M $2.84M ▲ +47.9%
Year Plans Participants Total Assets
2022 1 22 $2M
2023 1 27 $3M
2024 1 23 $3M

Abbott-Rhoton Investments, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$587K
Employer EIN300426504
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Abbott-Rhoton Investments, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Abbott-Rhoton Investments, LLC 401(k) Plan, Total assets ($B): 0.002503894 · Participants: 27Abbott-Rhoton Investments, LLC 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Abbott-Rhoton Investments, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Abbott-Rhoton Investments, LLC 401(k) Plan side-by-side with 3 peers →

Abbott-Rhoton Investments, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Inland Valley Construction Co 401(k) Profit Sharing Plan & Trust in CA ($3M); by covered participants it is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Abbott-Rhoton Investments, LLC 401(k) Plan assets move in 2023? ▼
Abbott-Rhoton Investments, LLC 401(k) Plan surged - up 30.6% during 2023, from $2M to $3M. Reported net income was $587K.
How have Abbott-Rhoton Investments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Abbott-Rhoton Investments, LLC's sponsor-wide assets grew 48.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Abbott-Rhoton Investments, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Inland Valley Construction Co 401(k) Profit Sharing Plan & Trust in CA ($3M, 47 participants).
Which 401(k) plans cover a similar participant headcount to Abbott-Rhoton Investments, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 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 300426504.

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.