401(k) · DOL Form 5500 · 2023
Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation 401(k) Plan
Data updated 2026-08-25
- $227M
- Total assets Near avg plan size
- 359
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $631,169
- Avg per participant High balance/head
Official DOL plan name: Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans · Sponsored by Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation · California · Professional & Technical Services
$227M in assets, 359 participants
Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation's Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans reported $227M in total assets and 359 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #19,575 in Professional & Technical Services (20,321 peers)
Where Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans sits by assets
Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans sits in the top 5% of all filed plans by assets, $227M for 359 participants (~$631,169/participant), up 20.9% in 2023.
- #19,575
- in Professional & Technical Services (20,321 peers)
- +20.9%
- assets growth YoY
- 2.3×
- vs typical plan assets (national mean)
Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans's outsized position by total assets
Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$226,589,770 Top 5% higher than 95% 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
Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans 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. Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans sits mid-pack in the medium band (359 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans reported net income rose from -$33M in the plan year 2022 filing to $39M in the plan year 2023 filing.
- Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans end-of-year assets rose from $187M in the plan year 2022 filing to $227M in the plan year 2023 filing.
- Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans reported participants rose from 341 in the plan year 2022 filing to 359 in the plan year 2023 filing.
DOL schedule card
Filing strip 953378600 · Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation PY 2023 · 401(k)
Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans · $227M · 359 · 95th
- ASSETS $227M
- ASSETS 359
- ASSETS 95th
- ASSETS 401(k)
- ASSETS near Corient Services LLC 401(k) Plan
- ASSETS ind #19575
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 California →
Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $187M |
|---|---|
| Net Assets (End of Year) | $227M |
| Net Income | $39M |
| Employer EIN | 953378600 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation)
Sponsor-wide plan assets over time
All Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $260M 38.876987095530204% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 341 | $187M |
| 2023 | 1 | 359 | $227M |
| 2024 | 1 | 363 | $260M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Corient Services LLC 401(k) Plan in FL ($227M); by covered participants it is Harmac Medical Products, Inc. Retirement Savings Plan in NY (359 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($227M here).
- Corient Services LLC 401(k) Plan (FL) $227M · 922
- The Cannon Corporation 401(k) Plan (NY) $227M · 1,151
- Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program () $227M · 1,649
- Gibbons P.C. Thrift Savings Plan & Trust (NJ) $226M · 289
Similar participant headcount
Nearest other-state filings by covered participants (359 participants); asset peers above are excluded.
- Harmac Medical Products, Inc. Retirement Savings Plan (NY) 359 · 0 off
- Amerisafe, Inc. 401(k) Plan (LA) 359 · 0 off
- Burrow Global 401(k) Savings Plan (TX) 359 · 0 off
- Milwaukee Bucks Retirement Savings Plan (WI) 359 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.