401(k) · DOL Form 5500 · 2023

Franklin D. Azar & Associates P.C. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
188
Participants Below avg headcount
47th
Percentile by assets National rank
$30,292
Avg per participant Low balance/head
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Official DOL plan name: Franklin D. Azar & Associates P.C. 401(k) Plan · Sponsored by Franklin D. Azar & Associates P.C. · Colorado · Professional & Technical Services

$6M in assets, 188 participants

Franklin D. Azar & Associates P.C.'s Franklin D. Azar & Associates P.C. 401(k) Plan reported $6M in total assets and 188 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,144 in Professional & Technical Services (20,321 peers)

Franklin D. Azar & Associates P.C. multi-year trail

Franklin D. Azar & Associates P.C.'s plans moved +37.2% in assets from 2022 to 2024; this filing shows Franklin D. Azar & Associates P.C. 401(k) Plan at $6M / 188 participants.

#9,144
in Professional & Technical Services (20,321 peers)
+10.7%
assets growth YoY

Franklin D. Azar & Associates P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Franklin D. Azar & Associates P.C. 401(k) Plan vs every filed plan by assets

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

$5,694,961 47th percentile higher than 47% 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

Franklin D. Azar & Associates P.C. 401(k) 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. Franklin D. Azar & Associates P.C. 401(k) Plan sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Franklin D. Azar & Associates P.C. 401(k) Plan reported net income rose from -$979K in the plan year 2022 filing to $549K in the plan year 2023 filing.
  • Franklin D. Azar & Associates P.C. 401(k) Plan reported participants fell from 225 in the plan year 2022 filing to 188 in the plan year 2023 filing.
  • Franklin D. Azar & Associates P.C. 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 841563615 · Franklin D. Azar & Associates P.C. PY 2023 · 401(k)

Franklin D. Azar & Associates P.C. 401(k) Plan · $6M · 188 · 47th

  • 5500 $6M
  • ASSETS 188
  • PCT 47th
  • EIN 401(k)
  • RANK near American Association of Endodontists 401(k) Plan
  • PHOTO ind #9144

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 Colorado →

Franklin D. Azar & Associates P.C. 401(k) Plan in the asset neighbourhood

American Association of Endodontists 401(k) PlanAmerican Association of Endo…$6MFranklin D. Azar & Associates P.C. 401(k) PlanFranklin D. Azar & Associate…$6MSav Transportation Group, Inc. Employees Savings PlanSav Transportation Group, In…$6MAcumen Learning LLC 401(k) Profit Sharing Plan & TrustAcumen Learning LLC 401(k) P…$6MAscend Wellness Holdings 401(k) PlanAscend Wellness Holdings 401…$6M
End-of-year total assets ($M) among Franklin D. Azar & Associates P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Franklin D. Azar & Associates P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Franklin D. Azar & Associates P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 37.24809614783749% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.15M $7.06M ▲ +37.1%
Year Plans Participants Total Assets
2022 1 225 $5M
2023 1 188 $6M
2024 1 199 $7M

Franklin D. Azar & Associates P.C. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$549K
Employer EIN841563615
Plan Effective Date1999-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Franklin D. Azar & Associates P.C. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Franklin D. Azar & Associates P.C. 401(k) Plan, Total assets ($B): 0.005694961 · Participants: 188Franklin D. Azar & Associates P.C. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Franklin D. Azar & Associates P.C. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Franklin D. Azar & Associates P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is American Association of Endodontists 401(k) Plan in IL ($6M); by covered participants it is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Franklin D. Azar & Associates P.C. 401(k) Plan assets move in 2023?
Franklin D. Azar & Associates P.C. 401(k) Plan grew at a solid clip - up 10.7% during 2023, from $5M to $6M. Reported net income was $549K.
How have Franklin D. Azar & Associates P.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Franklin D. Azar & Associates P.C.'s sponsor-wide assets grew 37.2%, from $5M to $7M.
Which 401(k) plans are similar in size to Franklin D. Azar & Associates P.C. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is American Association of Endodontists 401(k) Plan in IL ($6M, 36 participants).
Which 401(k) plans cover a similar participant headcount to Franklin D. Azar & Associates P.C. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants, $844K in assets).