401(k) · DOL Form 5500 · 2023

Ad Hoc LLC 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
548
Participants Below avg headcount
83rd
Percentile by assets National rank
$70,385
Avg per participant Below avg balance/head
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Official DOL plan name: Ad Hoc 401(k) Plan · Sponsored by Ad Hoc LLC · Virginia · Professional & Technical Services

$39M in assets, 548 participants

Ad Hoc LLC's Ad Hoc 401(k) Plan reported $39M in total assets and 548 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #16,930 in Professional & Technical Services (20,321 peers)

Where Ad Hoc 401(k) Plan sits by assets

Ad Hoc 401(k) Plan sits in the top quartile of all filed plans by assets, $39M for 548 participants (~$70,385/participant), up 74.3% in 2023.

#16,930
in Professional & Technical Services (20,321 peers)
+74.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Ad Hoc 401(k) Plan's outsized position by total assets

Ad Hoc 401(k) Plan vs every filed plan by assets

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

$38,571,186 Top 17% higher than 83% 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

Ad Hoc 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. Ad Hoc 401(k) Plan sits mid-pack in the medium band (548 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ad Hoc 401(k) Plan reported net income rose from $4M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Ad Hoc 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Ad Hoc 401(k) Plan reported participants rose from 487 in the plan year 2022 filing to 548 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 465145367 · Ad Hoc LLC PY 2023 · 401(k)

Ad Hoc 401(k) Plan · $39M · 548 · 83rd

  • PHOTO $39M
  • PHOTO 548
  • PHOTO 83rd
  • PHOTO 401(k)
  • PHOTO near C.F.G. 401(k) Plan
  • PHOTO ind #16930

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 Virginia →

Ad Hoc 401(k) Plan in the asset neighbourhood

Paysafe Partners 401(k) Profit Sharing PlanPaysafe Partners 401(k) Prof…$39MAd Hoc 401(k) Plan$39MC.F.G. 401(k) Plan$39MScripps Health Inpatient Providers Medical Group, Inc. 401(k) PlanScripps Health Inpatient Pro…$39MFisher & Paykel Holdings, Inc. 401(k) PlanFisher & Paykel Holdings, In…$39M
End-of-year total assets ($M) among Ad Hoc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$39M
Net Income$11M
Employer EIN465145367
Plan Effective Date2016-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Ad Hoc LLC)

Sponsor-wide plan assets over time

All Ad Hoc LLC plans reported in each filing year

Latest sponsor-wide plan assets
$50M 125.4246527524035% vs 2022
2024 filing year
$10M$20M$30M$40M$50M$60M 202220232024 $22.1M $49.9M ▲ +125.4%
Year Plans Participants Total Assets
2022 1 487 $22M
2023 1 548 $39M
2024 1 543 $50M

Nearby 401(k) Plans in Virginia

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

Ad Hoc 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Ad Hoc 401(k) Plan, Total assets ($B): 0.038571186 · Participants: 548Ad Hoc 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Ad Hoc 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Ad Hoc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is C.F.G. 401(k) Plan in NJ ($39M); by covered participants it is Doctors of Physical Therapy 401(k) Plan in IL (548 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (548 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 Ad Hoc 401(k) Plan assets move in 2023?
Ad Hoc 401(k) Plan surged - up 74.3% during 2023, from $22M to $39M. Reported net income was $11M.
How have Ad Hoc LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Ad Hoc LLC's sponsor-wide assets grew 125.4%, from $22M to $50M.
Where does Ad Hoc 401(k) Plan rank by assets among Form 5500 filers?
Ad Hoc 401(k) Plan ranks in the 83rd 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 Ad Hoc 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is C.F.G. 401(k) Plan in NJ ($39M, 710 participants).
Which 401(k) plans cover a similar participant headcount to Ad Hoc 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Doctors of Physical Therapy 401(k) Plan in IL (548 participants, $9M in assets).