401(k) · DOL Form 5500 · 2023

A. Harold & Associates, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 106
Participants Small participant base: 54th
Percentile by assets National rank: $75,589
Avg per participant Below avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: A.Harold & Associates, LLC. · Sponsored by A. Harold & Associates, LLC · Florida · Professional & Technical Services

$8M in assets, 106 participants

A. Harold & Associates, LLC's A.Harold & Associates, LLC. reported $8M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

#10,624 in Professional & Technical Services (20,321 peers)

Coverage in Florida

A.Harold & Associates, LLC. covers 106 participants in Florida, about 17% of the average Florida filer (state average ~628 per filing). Assets: $8M.

#10,624
in Professional & Technical Services (20,321 peers): +11.2%
assets growth YoY

A.Harold & Associates, LLC.'s mid-pack asset rank among Professional & Technical Services and all filers

A.Harold & Associates, LLC. vs every filed plan by assets

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

$8,012,383 Top 46% higher than 54% 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

A.Harold & Associates, LLC. 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. A.Harold & Associates, LLC. sits mid-pack in the medium band (106 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

A.Harold & Associates, LLC. reported net income rose from -$2M in the plan year 2022 filing to $807K in the plan year 2023 filing.
A.Harold & Associates, LLC. reported participants fell from 162 in the plan year 2022 filing to 106 in the plan year 2023 filing.
A.Harold & Associates, LLC. end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 161659371 · A. Harold & Associates, LLC PY 2023 · 401(k)

A.Harold & Associates, LLC. · $8M · 106 · 54th

VS-ST $8M
VS-ST 106
VS-ST 54th
VS-ST 401(k)
VS-ST near The Comfort Group, Inc. 401(k) Plan
VS-ST ind #10624

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 Florida →

End-of-year total assets ($M) among A.Harold & Associates, LLC. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$8M
Net Income	$807K
Employer EIN	161659371
Plan Effective Date	2008-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (A. Harold & Associates, LLC)

Latest sponsor-wide plan assets: $9M 21.10784915000492% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	162	$7M
2023	1	106	$8M
2024	1	100	$9M

Nearby 401(k) Plans in Florida

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

A.Harold & Associates, LLC. vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare A.Harold & Associates, LLC. side-by-side with 3 peers →

A.Harold & Associates, LLC.'s out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Comfort Group, Inc. 401(k) Plan in TN ($8M); by covered participants it is Interfolio 401(k) P/S Plan in DC (106 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

The Comfort Group, Inc. 401(k) Plan (TN) $8M · 166
Palmetto Brick Employees' 401(k) Profit Sharing Plan (SC) $8M · 94
Dispute Dynamics, Inc. 401(k) Plan (CA) $8M · 6
The Heartland Catfish/Tackett Farms 401(k) Plan (MS) $8M · 483

Similar participant headcount

Nearest other-state filings by covered participants (106 participants); asset peers above are excluded.

Interfolio 401(k) P/S Plan (DC) 106 · 0 off
Austin Retina Associates 401(k) Profit Sharing Plan (TX) 106 · 0 off
Amerisci Group 401(k) Retirement Plan (VA) 106 · 0 off
Viacyte, Inc. 401(k) Plan (CA) 106 · 0 off

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.Harold & Associates, LLC. assets move in 2023? ▼

A.Harold & Associates, LLC. grew at a solid clip - up 11.2% during 2023, from $7M to $8M. Reported net income was $807K.

How have A. Harold & Associates, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), A. Harold & Associates, LLC's sponsor-wide assets grew 21.1%, from $7M to $9M.

Which 401(k) plans are similar in size to A.Harold & Associates, LLC.? ▼

Among 401(k) plans in other states, the closest by assets is The Comfort Group, Inc. 401(k) Plan in TN ($8M, 166 participants).

Which 401(k) plans cover a similar participant headcount to A.Harold & Associates, LLC.? ▼

Among 401(k) plans in other states, the closest by covered participants is Interfolio 401(k) P/S Plan in DC (106 participants, N/A 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 161659371.