401(k) · DOL Form 5500 · 2023

Downs Rachlin Martin PLLC 401(k) Plan

Data updated 2026-08-25

$110M
Total assets Near avg plan size
119
Participants Small participant base
92nd
Percentile by assets National rank
$922,751
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Downs Rachlin Martin Retirement Plan · Sponsored by Downs Rachlin Martin PLLC · Vermont · Professional & Technical Services

$110M in assets, 119 participants

Downs Rachlin Martin PLLC's Downs Rachlin Martin Retirement Plan reported $110M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,907 in Professional & Technical Services (20,321 peers)

Coverage in Vermont

Downs Rachlin Martin Retirement Plan covers 119 participants in Vermont, about 49% of the average Vermont filer (state average ~245 per filing). Assets: $110M.

#18,907
in Professional & Technical Services (20,321 peers)
+16.3%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Downs Rachlin Martin Retirement Plan's outsized position by total assets

Downs Rachlin Martin Retirement Plan vs every filed plan by assets

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

$109,807,360 Top 8% higher than 92% 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

Downs Rachlin Martin 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. Downs Rachlin Martin Retirement Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Downs Rachlin Martin Retirement Plan reported net income rose from -$18M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Downs Rachlin Martin Retirement Plan end-of-year assets rose from $94M in the plan year 2022 filing to $110M in the plan year 2023 filing.
  • Downs Rachlin Martin Retirement Plan reported participants fell from 123 in the plan year 2022 filing to 119 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 030253168 · Downs Rachlin Martin PLLC PY 2023 · 401(k)

Downs Rachlin Martin Retirement Plan · $110M · 119 · 92nd

  • 5500 $110M
  • ASSETS 119
  • PCT 92nd
  • EIN 401(k)
  • RANK near Lima Memorial Health System 401(k) Plan
  • PHOTO ind #18907

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 Vermont →

Downs Rachlin Martin Retirement Plan in the asset neighbourhood

Heffernan Insurance Brokers 401(k) PlanHeffernan Insurance Brokers …$110MManson Construction Co. Non-Craft Retirement PlanManson Construction Co. Non-…$110MDowns Rachlin Martin Retirement PlanDowns Rachlin Martin Retirem…$110MLima Memorial Health System 401(k) PlanLima Memorial Health System …$110MFlex Technology Group 401(k) Profit Sharing Plan and TrustFlex Technology Group 401(k)…$110M
End-of-year total assets ($M) among Downs Rachlin Martin Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Vermont filing particulars

Total Assets (Beginning of Year)$94M
Net Assets (End of Year)$110M
Net Income$15M
Employer EIN030253168
Plan Effective Date1975-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Downs Rachlin Martin PLLC)

Sponsor-wide plan assets over time

All Downs Rachlin Martin PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$120M 26.714970559056088% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $94.4M $120M ▲ +26.7%
Year Plans Participants Total Assets
2022 1 123 $94M
2023 1 119 $110M
2024 1 116 $120M

Nearby 401(k) Plans in Vermont

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

Downs Rachlin Martin Retirement Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 00.511.522.5 Total assets ($B) Participants Downs Rachlin Martin Retirement Plan, Total assets ($B): 0.10980736 · Participants: 119Downs Rachlin Martin Retirement PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.965024862 · Participants: 11162The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.297587487 · Participants: 1219National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.220116247 · Participants: 519Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.153493813 · Participants: 551Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.135534492 · Participants: 442Incentive Retirement Plan for Employees of PC Construction Company
Downs Rachlin Martin Retirement Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Downs Rachlin Martin Retirement Plan side-by-side with 3 peers →

Downs Rachlin Martin Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Lima Memorial Health System 401(k) Plan in OH ($110M); by covered participants it is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Downs Rachlin Martin Retirement Plan assets move in 2023? ▼
Downs Rachlin Martin Retirement Plan grew sharply - up 16.3% during 2023, from $94M to $110M. Reported net income was $15M.
How have Downs Rachlin Martin PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Downs Rachlin Martin PLLC's sponsor-wide assets grew 26.7%, from $94M to $120M.
Where does Downs Rachlin Martin Retirement Plan rank by assets among Form 5500 filers? ▼
Downs Rachlin Martin Retirement Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Downs Rachlin Martin Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lima Memorial Health System 401(k) Plan in OH ($110M, 1,523 participants).
Which 401(k) plans cover a similar participant headcount to Downs Rachlin Martin Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shared Service Systems Defined Contribution Retirement Plan in NE (119 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 030253168.

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.