401(k) · DOL Form 5500 · 2023

Jim S. Adler & Associates 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
272
Participants Below avg headcount
71st
Percentile by assets National rank
$68,361
Avg per participant Below avg balance/head
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Official DOL plan name: Jim S. Adler & Assoc. 401(k) Retirement Plan · Sponsored by Jim S. Adler & Associates · Texas · Professional & Technical Services

$19M in assets, 272 participants

Jim S. Adler & Associates's Jim S. Adler & Assoc. 401(k) Retirement Plan reported $19M in total assets and 272 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,401 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Jim S. Adler & Assoc. 401(k) Retirement Plan covers 272 participants in Texas, about 40% of the average Texas filer (state average ~688 per filing). Assets: $19M.

#14,401
in Professional & Technical Services (20,321 peers)
+16.5%
assets growth YoY

Jim S. Adler & Assoc. 401(k) Retirement Plan's outsized position by total assets

Jim S. Adler & Assoc. 401(k) Retirement Plan vs every filed plan by assets

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

$18,594,160 Top 29% higher than 71% 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

Jim S. Adler & Assoc. 401(k) 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. Jim S. Adler & Assoc. 401(k) Retirement Plan sits mid-pack in the medium band (272 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jim S. Adler & Assoc. 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Jim S. Adler & Assoc. 401(k) Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Jim S. Adler & Assoc. 401(k) Retirement Plan reported participants rose from 250 in the plan year 2022 filing to 272 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 742122055 · Jim S. Adler & Associates PY 2023 · 401(k)

Jim S. Adler & Assoc. 401(k) Retirement Plan · $19M · 272 · 71st

  • PART $19M
  • TYPE 272
  • NET 71st
  • BOOK 401(k)
  • VS-ST near American Commercial Bank & Trust, National Association Employees' ESOP & 401(k) Plan
  • BOY ind #14401

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 Texas →

Jim S. Adler & Assoc. 401(k) Retirement Plan in the asset neighbourhood

Insulation Distributors, Inc. 401(k) PlanInsulation Distributors, Inc…$19MFinish Thompson, Inc. Profit Sharing and Savings & Match PlanFinish Thompson, Inc. Profit…$19MJim S. Adler & Assoc. 401(k) Retirement PlanJim S. Adler & Assoc. 401(k)…$19MAmerican Commercial Bank & Trust, National Association Employees' ESOP & 401(k) PlanAmerican Commercial Bank & T…$19MNephrology Associates 401(k) Profit Sharing PlanNephrology Associates 401(k)…$19M
End-of-year total assets ($M) among Jim S. Adler & Assoc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN742122055
Plan Effective Date1994-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jim S. Adler & Associates)

Sponsor-wide plan assets over time

All Jim S. Adler & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$23M 41.59390140635338% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16M $22.6M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 250 $16M
2023 1 272 $19M
2024 1 290 $23M

Nearby 401(k) Plans in Texas

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

Jim S. Adler & Assoc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Jim S. Adler & Assoc. 401(k) Retirement Plan, Total assets ($B): 0.01859416 · Participants: 272Jim S. Adler & Assoc. 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Jim S. Adler & Assoc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Jim S. Adler & Assoc. 401(k) Retirement Plan side-by-side with 3 peers →

Jim S. Adler & Assoc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is American Commercial Bank & Trust, National Association Employees' ESOP & 401(k) Plan in IL ($19M); by covered participants it is Feesers, Inc. Profit Sharing Plan in PA (272 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (272 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 Jim S. Adler & Assoc. 401(k) Retirement Plan assets move in 2023? ▼
Jim S. Adler & Assoc. 401(k) Retirement Plan grew sharply - up 16.5% during 2023, from $16M to $19M. Reported net income was $3M.
How have Jim S. Adler & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jim S. Adler & Associates's sponsor-wide assets grew 41.6%, from $16M to $23M.
Which 401(k) plans are similar in size to Jim S. Adler & Assoc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Commercial Bank & Trust, National Association Employees' ESOP & 401(k) Plan in IL ($19M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Jim S. Adler & Assoc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Feesers, Inc. Profit Sharing Plan in PA (272 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 742122055.

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.