401(k) · DOL Form 5500 · 2023

Arabella Advisors 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
434
Participants Below avg headcount
80th
Percentile by assets National rank
$75,141
Avg per participant Below avg balance/head
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Official DOL plan name: Arabella Advisors LLC Retirement Plan · Sponsored by Arabella Advisors · District of Columbia · Professional & Technical Services

$33M in assets, 434 participants

Arabella Advisors's Arabella Advisors LLC Retirement Plan reported $33M in total assets and 434 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,445 in Professional & Technical Services (20,321 peers)

Coverage in District of Columbia

Arabella Advisors LLC Retirement Plan covers 434 participants in District of Columbia, about 30% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $33M.

#16,445
in Professional & Technical Services (20,321 peers)
+56.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Arabella Advisors LLC Retirement Plan's outsized position by total assets

Arabella Advisors LLC Retirement Plan vs every filed plan by assets

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

$32,611,212 Top 20% higher than 80% 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

Arabella Advisors LLC Retirement Plan 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. Arabella Advisors LLC Retirement Plan sits mid-pack in the medium band (434 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Arabella Advisors LLC Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Arabella Advisors LLC Retirement Plan end-of-year assets rose from $21M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Arabella Advisors LLC Retirement Plan reported participants rose from 339 in the plan year 2022 filing to 434 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 204995650 · Arabella Advisors PY 2023 · 401(k)

Arabella Advisors LLC Retirement Plan · $33M · 434 · 80th

  • IND $33M
  • IND 434
  • IND 80th
  • IND 401(k)
  • IND near First State Financial Corporation Employees Savings & Retirement Plan
  • IND ind #16445

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 District of Columbia →

Arabella Advisors LLC Retirement Plan in the asset neighbourhood

Arabella Advisors LLC Retirement PlanArabella Advisors LLC Retire…$33MFirst State Financial Corporation Employees Savings & Retirement PlanFirst State Financial Corpor…$33MNtirety 401(k) Plan$33MHunt Midwest Enterprises, Inc. Defined Contribution PlanHunt Midwest Enterprises, In…$33MHardel Mutual Plywood Corporation 401(k) Profit Sharing PlanHardel Mutual Plywood Corpor…$33M
End-of-year total assets ($M) among Arabella Advisors LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$33M
Net Income$12M
Employer EIN204995650
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Arabella Advisors)

Sponsor-wide plan assets over time

All Arabella Advisors plans reported in each filing year

Latest sponsor-wide plan assets
$40M 91.44860986229415% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $20.9M $40M ▲ +91.5%
Year Plans Participants Total Assets
2022 1 339 $21M
2023 1 434 $33M
2024 1 432 $40M

Nearby 401(k) Plans in District of Columbia

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

Arabella Advisors LLC Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Arabella Advisors LLC Retirement Plan, Total assets ($B): 0.032611212 · Participants: 434Arabella Advisors LLC Retirement PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Arabella Advisors LLC Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Arabella Advisors LLC Retirement Plan side-by-side with 3 peers →

Arabella Advisors LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is First State Financial Corporation Employees Savings & Retirement Plan in MI ($33M); by covered participants it is Prime Ae Group, Inc. 401(k) Plan in OH (434 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (434 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 Arabella Advisors LLC Retirement Plan assets move in 2023? ▼
Arabella Advisors LLC Retirement Plan surged - up 56.1% during 2023, from $21M to $33M. Reported net income was $12M.
How have Arabella Advisors plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arabella Advisors's sponsor-wide assets grew 91.4%, from $21M to $40M.
Where does Arabella Advisors LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Arabella Advisors LLC Retirement Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Arabella Advisors LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is First State Financial Corporation Employees Savings & Retirement Plan in MI ($33M, 180 participants).
Which 401(k) plans cover a similar participant headcount to Arabella Advisors LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prime Ae Group, Inc. 401(k) Plan in OH (434 participants, $38M 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 204995650.

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.