401(k) · DOL Form 5500 · 2023
Rodey Dickason Sloan Akin & Robb PA 401(k) Plan
Data updated 2026-08-25
- $107M
- Total assets Near avg plan size
- 133
- Participants Small participant base
- 92nd
- Percentile by assets National rank
- $806,461
- Avg per participant High balance/head
Official DOL plan name: Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust · Sponsored by Rodey Dickason Sloan Akin & Robb PA · New Mexico · Professional & Technical Services
$107M in assets, 133 participants
Rodey Dickason Sloan Akin & Robb PA's Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust reported $107M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,869 in Professional & Technical Services (20,321 peers)
Coverage in New Mexico
Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust covers 133 participants in New Mexico, about 36% of the average New Mexico filer (state average ~365 per filing). Assets: $107M.
- #18,869
- in Professional & Technical Services (20,321 peers)
- -0.3%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $273K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust's outsized position by total assets
Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$107,259,343 Top 8% higher than 92% 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
Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust sits mid-pack in the medium band (133 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust reported net income rose from -$28M in the plan year 2022 filing to -$273K in the plan year 2023 filing.
- Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust end-of-year assets fell from $108M in the plan year 2022 filing to $107M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 850216511 · Rodey Dickason Sloan Akin & Robb PA PY 2023 · 401(k)
Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust · $107M · 133 · 92nd
- PCT $107M
- PCT 133
- PCT 92nd
- PCT 401(k)
- PCT near Calibre Systems, Inc. Profit Sharing Plan
- PCT ind #18869
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 New Mexico →
Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust in the asset neighbourhood
New Mexico filing particulars
| Total Assets (Beginning of Year) | $108M |
|---|---|
| Net Assets (End of Year) | $107M |
| Net Income | -$273K |
| Employer EIN | 850216511 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rodey Dickason Sloan Akin & Robb PA)
Sponsor-wide plan assets over time
All Rodey Dickason Sloan Akin & Robb PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $104M 3.649839857225982% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 132 | $108M |
| 2023 | 1 | 133 | $107M |
| 2024 | 1 | 122 | $104M |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $6.1B · 14,721
- Triad 401(k) Retirement Plan $2.0B · 10,005
- Triad 401(k) Savings Plan $840M · 2,249
- Pnm Resources, Inc. Retirement Savings Plan $765M · 1,531
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $573M · 1,962
Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Calibre Systems, Inc. Profit Sharing Plan in VA ($107M); by covered participants it is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($107M here).
- Calibre Systems, Inc. Profit Sharing Plan (VA) $107M · 695
- Bemis Employees' Savings Plan (WI) $107M · 410
- Heritage-Crystal Clean, LLC Retirement Savgs Plan (IL) $107M · 1,959
- Braun Corporation Profit Sharing and 401(k) Plan (IN) $107M · 1,567
Similar participant headcount
Nearest other-state filings by covered participants (133 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.