Profit Sharing · DOL Form 5500 · 2023

A.D. Potts & Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$244K
Total assets Small plan by assets
3
Participants Small participant base
12th
Percentile by assets National rank
$81,217
Avg per participant Below avg balance/head
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Official DOL plan name: A.D. Potts & Associates, Inc. Profit Sharing Plan · Sponsored by A.D. Potts & Associates, Inc. · Virginia · Professional & Technical Services

$244K in assets, 3 participants

A.D. Potts & Associates, Inc.'s A.D. Potts & Associates, Inc. Profit Sharing Plan reported $244K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,901 in Professional & Technical Services (20,321 peers)

A.D. Potts & Associates, Inc. multi-year trail

A.D. Potts & Associates, Inc.'s plans moved +10.6% in assets from 2022 to 2023; this filing shows A.D. Potts & Associates, Inc. Profit Sharing Plan at $244K / 3 participants.

#1,901
in Professional & Technical Services (20,321 peers)
+10.6%
assets growth YoY

A.D. Potts & Associates, Inc. Profit Sharing Plan among the smaller filed plans by assets

A.D. Potts & Associates, Inc. Profit Sharing Plan vs every filed plan by assets

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

$243,650 12th percentile higher than 12% 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

A.D. Potts & Associates, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A.D. Potts & Associates, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • A.D. Potts & Associates, Inc. Profit Sharing Plan reported net income rose from -$25K in the plan year 2022 filing to $23K in the plan year 2023 filing.
  • A.D. Potts & Associates, Inc. Profit Sharing Plan end-of-year assets rose from $220K in the plan year 2022 filing to $244K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 161617882 · A.D. Potts & Associates, Inc. PY 2023 · Profit Sharing

A.D. Potts & Associates, Inc. Profit Sharing Plan · $244K · 3 · 12th

  • EBSA $244K
  • EBSA 3
  • EBSA 12th
  • EBSA Profit Sharing
  • EBSA near Statera Fitness Inc. Retirement Plan
  • EBSA ind #1901

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 Virginia →

A.D. Potts & Associates, Inc. Profit Sharing Plan in the asset neighbourhood

A.D. Potts & Associates, Inc. Profit Sharing PlanA.D. Potts & Associates, Inc…$244KStatera Fitness Inc. Retirement PlanStatera Fitness Inc. Retirem…$244KColor Engine, Inc. Profit Sharing PlanColor Engine, Inc. Profit Sh…$244KScruffy Company Retirement PlanScruffy Company Retirement P…$244KMetcalfe Security, Inc. Profit Sharing PlanMetcalfe Security, Inc. Prof…$244K
End-of-year total assets ($M) among A.D. Potts & Associates, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

A.D. Potts & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All A.D. Potts & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$244K 10.626299683081646% vs 2022
2023 filing year
$0.21M$0.22M$0.23M$0.24M$0.25M 20222023 $0.22M $0.24M ▲ +9.1%
Year Plans Participants Total Assets
2022 1 3 $220K
2023 1 3 $244K

A.D. Potts & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$220K
Net Assets (End of Year)$244K
Net Income$23K
Employer EIN161617882
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Virginia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

A.D. Potts & Associates, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants A.D. Potts & Associates, Inc. Profit Sharing Plan, Total assets ($B): 0.00024365 · Participants: 3A.D. Potts & Associates, Inc. Profit Sharing PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.065508171 · Participants: 5192Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.299252968 · Participants: 2085Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.277296224 · Participants: 1521American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.205110846 · Participants: 584Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.193232355 · Participants: 541Associated Universities Inc. Retirement Plan
A.D. Potts & Associates, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare A.D. Potts & Associates, Inc. Profit Sharing Plan side-by-side with 3 peers →

A.D. Potts & Associates, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Statera Fitness Inc. Retirement Plan in CA ($244K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($244K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 A.D. Potts & Associates, Inc. Profit Sharing Plan assets move in 2023? ▼
A.D. Potts & Associates, Inc. Profit Sharing Plan grew at a solid clip - up 10.6% during 2023, from $220K to $244K. Reported net income was $23K.
How have A.D. Potts & Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), A.D. Potts & Associates, Inc.'s sponsor-wide assets grew 10.6%, from $220K to $244K.
Where does A.D. Potts & Associates, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
A.D. Potts & Associates, Inc. Profit Sharing Plan ranks in the 12th 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 Profit Sharing plans are similar in size to A.D. Potts & Associates, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Statera Fitness Inc. Retirement Plan in CA ($244K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to A.D. Potts & Associates, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 161617882.

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.