401(k) · DOL Form 5500 · 2023

Aid to Adoption of Special Kids 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
105
Participants Small participant base
45th
Percentile by assets National rank
$50,224
Avg per participant Low balance/head
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Official DOL plan name: Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust · Sponsored by Aid to Adoption of Special Kids · Arizona · Healthcare & Social Assistance

$5M in assets, 105 participants

Aid to Adoption of Special Kids's Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,764 in Healthcare & Social Assistance (17,684 peers)

Coverage in Arizona

Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust covers 105 participants in Arizona, about 19% of the average Arizona filer (state average ~564 per filing). Assets: $5M.

#8,764
in Healthcare & Social Assistance (17,684 peers)
+18.6%
assets growth YoY

Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$5,273,469 45th percentile higher than 45% 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

Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & 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. Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust reported net income rose from -$638K in the plan year 2022 filing to $829K in the plan year 2023 filing.
  • Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 860611935 · Aid to Adoption of Special Kids PY 2023 · 401(k)

Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust · $5M · 105 · 45th

  • EOY $5M
  • 5500 105
  • ASSETS 45th
  • PCT 401(k)
  • EIN near Rqa, Inc. Profit Sharing Plan
  • RANK ind #8764

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & TrustAid to Adoption of Special K…$5MRqa, Inc. Profit Sharing Plan$5MEnvironmental Products Group, Inc. 401(k) PlanEnvironmental Products Group…$5MCookman Insurance Group Retirement PlanCookman Insurance Group Reti…$5MSpecial Products & Manufacturing Inc. 401(k) PlanSpecial Products & Manufactu…$5M
End-of-year total assets ($M) among Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$829K
Employer EIN860611935
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aid to Adoption of Special Kids)

Sponsor-wide plan assets over time

All Aid to Adoption of Special Kids plans reported in each filing year

Latest sponsor-wide plan assets
$6M 43.74177265426575% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.44M $6.39M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 106 $4M
2023 1 105 $5M
2024 1 130 $6M

Nearby 401(k) Plans in Arizona

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

Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.005273469 · Participants: 105Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & TrustBechtel 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
Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Rqa, Inc. Profit Sharing Plan in IL ($5M); by covered participants it is Bmw Fresno 401(k) Plan in CA (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust grew sharply - up 18.6% during 2023, from $4M to $5M. Reported net income was $829K.
How have Aid to Adoption of Special Kids plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aid to Adoption of Special Kids's sponsor-wide assets grew 43.7%, from $4M to $6M.
Which 401(k) plans are similar in size to Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Rqa, Inc. Profit Sharing Plan in IL ($5M, 34 participants).
Which 401(k) plans cover a similar participant headcount to Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bmw Fresno 401(k) Plan in CA (105 participants, $955K 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 860611935.

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.