401(k)
2023 plan-year 401(k) DOL Form 5500

Alexander Thompson Arnold PLLC 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Alexander Thompson Arnold PLLC · Tennessee · Professional & Technical Services

What the 2023 filing shows

Alexander Thompson Arnold PLLC 401(k) Plan holds $20M for 233 participants — about $84,145 per participant, up 22.4% over the 2023 plan year.

$20M
total plan assets (2023 EOY)
233
covered participants
$84,145
avg assets per participant
+22.4%
assets growth YoY
Total Assets (2023)
$20M
Participants
233
State
Industry
Professional & Technical Services

What the Filing Says About Alexander Thompson Arnold PLLC 401(k) Plan

Alexander Thompson Arnold PLLC 401(k) Plan is a 401(k) retirement plan sponsored by Alexander Thompson Arnold PLLC, headquartered in Tennessee. As of the 2023 Form 5500 filing, the plan reports $20M in total end-of-year assets and covers 233 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 621110839, and the plan has been effective since 1994-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $16M at the beginning of 2023 to $20M at year-end — a gain of 22.4%. Net assets (after liabilities) closed the year at $20M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$16M
Total Assets (End of Year)$20M
Net Assets (End of Year)$20M
Net Income$4M
Plan Type401(k)
Employer EIN621110839
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alexander Thompson Arnold PLLC)

Year Plans Participants Total Assets
2022 1 226 $16M
2023 1 233 $20M
2024 1 270 $23M

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Frequently Asked Questions

How much money is in the Alexander Thompson Arnold PLLC 401(k) Plan?
As of the 2023 Form 5500 filing, Alexander Thompson Arnold PLLC 401(k) Plan holds $20M in total assets with 233 participants. It is sponsored by Alexander Thompson Arnold PLLC.
What type of plan is Alexander Thompson Arnold PLLC 401(k) Plan?
Alexander Thompson Arnold PLLC 401(k) Plan is a 401(k) plan. It has been effective since 1994-01-01. The plan is filed with the U.S. Department of Labor under EIN 621110839.
Who sponsors the Alexander Thompson Arnold PLLC 401(k) Plan?
Alexander Thompson Arnold PLLC 401(k) Plan is sponsored by Alexander Thompson Arnold PLLC, located in Tennessee. The sponsor's EIN is 621110839 and the plan operates in the Professional & Technical Services industry.
How did Alexander Thompson Arnold PLLC 401(k) Plan perform in 2023?
Alexander Thompson Arnold PLLC 401(k) Plan grew by 22.4% during 2023, moving from $16M to $20M in total assets. Net income was $4M.
Where can I find official filings for Alexander Thompson Arnold PLLC 401(k) Plan?
Official Form 5500 filings for Alexander Thompson Arnold PLLC 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 621110839 or plan name at efast.dol.gov.
How does Alexander Thompson Arnold PLLC 401(k) Plan compare to other plans?
You can compare Alexander Thompson Arnold PLLC 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 621110839.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.