401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$64M
Total assets: 114
Participants: 88th
Percentile by assets: $560,081
Avg per participant

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.

88th percentile by assets (of 127,072 plans)
#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.

$64M
total plan assets (2023 EOY): 114
covered participants: 88th
percentile by assets (of 127,072 plans): $560,081
avg assets per participant

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

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 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 →

State

Rhode Island

Industry

Professional & Technical Services

Participants vs Rhode Island filers

In Rhode Island, the average filing covers about 1,449 participants across 434 plans. Adler Pollock & Sheehan P.C. 401(k) Retirement Plan reports 114 participants - about 8% of that state average ($64M EOY assets).

Rhode Island filing particulars

Total Assets (Beginning of Year)	$55M
Net Assets (End of Year)	$64M
Net Income	$9M
Employer EIN	050343749
Plan Effective Date	1988-04-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Adler Pollock & Sheehan P.C. plans on file

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

CVS Health Future Fund 401(k) Plan $27.6B · 265,760
Textron Savings Plan $5.7B · 26,580
Cfg Retirement Savings Plan $2.9B · 19,047
Unfi 401(k) Plan $2.7B · 25,475
Fm Global 401(k) Savings Plan $1.7B · 4,295

Compare Adler Pollock & Sheehan P.C. 401(k) Reti… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Adler Pollock & Sheehan P.C. 401(k) Retirement Plan by total assets, not by location.

Mid-Atlantic Nephrology Associates, P.a. 401(k) Profit Sharing Plan (MD) $64M · 116
Trinity Partners, LLC 401(k) Profit Sharing Plan (MA) $64M · 725
The Tri-M Group, L.L.C. 401(k) Savings & Investment Plan (PA) $64M · 465
Bowditch & Dewey Profit Sharing Plan (MA) $64M · 122

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).

Next read for Adler Pollock & Sheehan P.C. 401(k) Reti…

Filing takeaways

Ways to act on Adler Pollock & Sheehan P.C. 401(k) Retirement Plan's numbers.

By total assets, Adler Pollock & Sheehan P.C. 401(k) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Rhode Island. Compare plans
Adler Pollock & Sheehan P.C.'s sponsor-wide assets have grown 23.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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.