401(k) · DOL Form 5500 · 2023

Adler Pollock & Sheehan P.C. 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
114
Participants Small participant base
88th
Percentile by assets National rank
$560,081
Avg per participant High balance/head
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Official DOL plan name: Adler Pollock & Sheehan P.C. 401(k) Retirement Plan · Sponsored by Adler Pollock & Sheehan P.C. · Rhode Island · Professional & Technical Services

$64M in assets, 114 participants

Adler Pollock & Sheehan P.C.'s Adler Pollock & Sheehan P.C. 401(k) Retirement Plan reported $64M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,110 in Professional & Technical Services (20,321 peers)

Coverage in Rhode Island

Adler Pollock & Sheehan P.C. 401(k) Retirement Plan covers 114 participants in Rhode Island, about 8% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $64M.

#18,110
in Professional & Technical Services (20,321 peers)
+16.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Adler Pollock & Sheehan P.C. 401(k) Retirement Plan's outsized position by total assets

Adler Pollock & Sheehan P.C. 401(k) Retirement Plan vs every filed plan by assets

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

$63,849,274 Top 12% higher than 88% 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

Adler Pollock & Sheehan P.C. 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. Adler Pollock & Sheehan P.C. 401(k) Retirement Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Adler Pollock & Sheehan P.C. 401(k) Retirement Plan reported net income rose from -$17M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Adler Pollock & Sheehan P.C. 401(k) Retirement Plan end-of-year assets rose from $55M in the plan year 2022 filing to $64M in the plan year 2023 filing.
  • Adler Pollock & Sheehan P.C. 401(k) Retirement Plan reported participants rose from 111 in the plan year 2022 filing to 114 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 050343749 · Adler Pollock & Sheehan P.C. PY 2023 · 401(k)

Adler Pollock & Sheehan P.C. 401(k) Retirement Plan · $64M · 114 · 88th

  • SCH $64M
  • EBSA 114
  • PART 88th
  • TYPE 401(k)
  • NET near Mid-Atlantic Nephrology Associates, P.a. 401(k) Profit Sharing Plan
  • BOOK ind #18110

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 Rhode Island →

Adler Pollock & Sheehan P.C. 401(k) Retirement Plan in the asset neighbourhood

The Tri-M Group, L.L.C. 401(k) Savings & Investment PlanThe Tri-M Group, L.L.C. 401(…$64MAdler Pollock & Sheehan P.C. 401(k) Retirement PlanAdler Pollock & Sheehan P.C.…$64MMid-Atlantic Nephrology Associates, P.a. 401(k) Profit Sharing PlanMid-Atlantic Nephrology Asso…$64MTrinity Partners, LLC 401(k) Profit Sharing PlanTrinity Partners, LLC 401(k)…$64MBowditch & Dewey Profit Sharing PlanBowditch & Dewey Profit Shar…$64M
End-of-year total assets ($M) among Adler Pollock & Sheehan P.C. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$64M
Net Income$9M
Employer EIN050343749
Plan Effective Date1988-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adler Pollock & Sheehan P.C.)

Sponsor-wide plan assets over time

All Adler Pollock & Sheehan P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$67M 23.049333530005256% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $54.7M $67.3M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 111 $55M
2023 1 114 $64M
2024 1 121 $67M

Nearby 401(k) Plans in Rhode Island

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

Adler Pollock & Sheehan P.C. 401(k) Retirement Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Adler Pollock & Sheehan P.C. 401(k) Retirement Plan, Total assets ($B): 0.063849274 · Participants: 114Adler Pollock & Sheehan P.C. 401(k) Retirement PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 27.588812025 · Participants: 265760CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 5.714708993 · Participants: 26580Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.930113664 · Participants: 19047Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.65846631 · Participants: 25475Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.684102096 · Participants: 4295Fm Global 401(k) Savings Plan
Adler Pollock & Sheehan P.C. 401(k) Retirement Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Adler Pollock & Sheehan P.C. 401(k) Retirement Plan side-by-side with 3 peers →

Adler Pollock & Sheehan P.C. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Mid-Atlantic Nephrology Associates, P.a. 401(k) Profit Sharing Plan in MD ($64M); by covered participants it is Austin Medical Center 403b Plan in MN (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Adler Pollock & Sheehan P.C. 401(k) Retirement Plan assets move in 2023? ▼
Adler Pollock & Sheehan P.C. 401(k) Retirement Plan grew sharply - up 16.8% during 2023, from $55M to $64M. Reported net income was $9M.
How have Adler Pollock & Sheehan P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adler Pollock & Sheehan P.C.'s sponsor-wide assets grew 23.0%, from $55M to $67M.
Where does Adler Pollock & Sheehan P.C. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Adler Pollock & Sheehan P.C. 401(k) Retirement Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Adler Pollock & Sheehan P.C. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mid-Atlantic Nephrology Associates, P.a. 401(k) Profit Sharing Plan in MD ($64M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Adler Pollock & Sheehan P.C. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Austin Medical Center 403b Plan in MN (114 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 050343749.

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.