401(k) · DOL Form 5500 · 2023
Warner Angle Hallam Jackson & Formanek, P.C. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 33
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $368,139
- Avg per participant High balance/head
Official DOL plan name: Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan · Sponsored by Warner Angle Hallam Jackson & Formanek, P.C. · Arizona · Professional & Technical Services
$12M in assets, 33 participants
Warner Angle Hallam Jackson & Formanek, P.C.'s Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan reported $12M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #12,574 in Professional & Technical Services (20,321 peers)
Warner Angle Hallam Jackson & Formanek, P.C. multi-year trail
Warner Angle Hallam Jackson & Formanek, P.C.'s plans moved +33.8% in assets from 2022 to 2024; this filing shows Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan at $12M / 33 participants.
- #12,574
- in Professional & Technical Services (20,321 peers)
- +19.4%
- assets growth YoY
Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,148,595 Top 37% higher than 63% 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
Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan is a small filing (33 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan reported participants fell from 39 in the plan year 2022 filing to 33 in the plan year 2023 filing.
DOL schedule card
Filing strip 860444065 · Warner Angle Hallam Jackson & Formanek, P.C. PY 2023 · 401(k)
Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan · $12M · 33 · 63rd
- 5500 $12M
- 5500 33
- 5500 63rd
- 5500 401(k)
- 5500 near Dysart Taylor Mcmonigle Brumitt & Wilcox, Profit Sharing 401(k) Plan
- 5500 ind #12574
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 Arizona →
Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan in the asset neighbourhood
Warner Angle Hallam Jackson & Formanek, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Warner Angle Hallam Jackson & Formanek, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 33.84898847650363% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 39 | $10M |
| 2023 | 1 | 33 | $12M |
| 2024 | 1 | 33 | $14M |
Warner Angle Hallam Jackson & Formanek, P.C. filing trail (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 860444065 |
| Plan Effective Date | 1989-11-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Dysart Taylor Mcmonigle Brumitt & Wilcox, Profit Sharing 401(k) Plan in MO ($12M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (33 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.
- Taylor Automotive Group 401(k) Plan (TN) 33 · 0 off
- Rmsource, Inc. 401(k) Plan (NC) 33 · 0 off
- Cascades Technologies 401(k) Plan and Trust (VA) 33 · 0 off
- Baldwin Metals Company, Inc. 401(k) Plan (TX) 33 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.