401(k) · DOL Form 5500 · 2023
R David Adams Associates 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 23
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $85,457
- Avg per participant Below avg balance/head
Official DOL plan name: R David Adams Associates 401(k) Profit Sharing Plan & Trust · Sponsored by R David Adams Associates · Washington · Professional & Technical Services
$2M in assets, 23 participants
R David Adams Associates's R David Adams Associates 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.
- #5,313 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
R David Adams Associates 401(k) Profit Sharing Plan & Trust holds $2M for 23 participants - about $85,457 per participant, in the lower half of filed plans by assets.
- #5,313
- in Professional & Technical Services (20,321 peers)
- -3.3%
- assets change YoY
The plan reported a net loss of $67K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
R David Adams Associates 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
R David Adams Associates 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,965,517 30th percentile higher than 30% 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
R David Adams Associates 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R David Adams Associates 401(k) Profit Sharing Plan & Trust is a small filing (23 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- R David Adams Associates 401(k) Profit Sharing Plan & Trust reported net income rose from -$397K in the plan year 2022 filing to -$67K in the plan year 2023 filing.
- R David Adams Associates 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 911186630 · R David Adams Associates PY 2023 · 401(k)
R David Adams Associates 401(k) Profit Sharing Plan & Trust · $2M · 23 · 30th
- PART $2M
- TYPE 23
- NET 30th
- BOOK 401(k)
- VS-ST near Tushar P. Doshi, D.D.S., Inc. Profit Sharing Plan
- BOY ind #5313
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 →
R David Adams Associates 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$67K |
| Employer EIN | 911186630 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (R David Adams Associates)
Sponsor-wide plan assets over time
All R David Adams Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 7.967577936422559% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 23 | $2M |
| 2023 | 1 | 23 | $2M |
| 2024 | 1 | 23 | $2M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
R David Adams Associates 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Tushar P. Doshi, D.D.S., Inc. Profit Sharing Plan in CA ($2M); by covered participants it is Tri J Packaging, Inc. Retirement Plan in GA (23 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (23 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.