401(k) · DOL Form 5500 · 2023
Adair & Evans, an Accountancy Corporation 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 34
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $377,594
- Avg per participant High balance/head
Official DOL plan name: Adair & Evans, an Accountancy Corporation 401(k) Profit Sharing Plan · Sponsored by Adair & Evans, an Accountancy Corporation · California · Professional & Technical Services
$13M in assets, 34 participants
Adair & Evans, an Accountancy Corporation's Adair & Evans, an Accountancy Corporation 401(k) Profit Sharing Plan reported $13M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #12,826 in Professional & Technical Services (20,321 peers)
Adair & Evans, an Accountancy Corporation multi-year trail
Adair & Evans, an Accountancy Corporation's plans moved +44.0% in assets from 2022 to 2024; this filing shows Adair & Evans, an Accountancy Corporation 401(k) Profit Sharing Plan at $13M / 34 participants.
- #12,826
- in Professional & Technical Services (20,321 peers)
- +21.4%
- assets growth YoY
Adair & Evans, an Accountancy Corporation 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Adair & Evans, an Accountancy Corporation 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,838,192 Top 36% higher than 64% 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
Adair & Evans, an Accountancy Corporation 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Adair & Evans, an Accountancy Corporation 401(k) Profit Sharing Plan is a small filing (34 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Adair & Evans, an Accountancy Corporation 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Adair & Evans, an Accountancy Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Adair & Evans, an Accountancy Corporation 401(k) Profit Sharing Plan reported participants rose from 32 in the plan year 2022 filing to 34 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 770042051 · Adair & Evans, an Accountancy Corporation PY 2023 · 401(k)
Adair & Evans, an Accountancy Corporation 401(k) Profit Sharing Plan · $13M · 34 · 64th
- BOOK $13M
- BOOK 34
- BOOK 64th
- BOOK 401(k)
- BOOK near Apg Cash Drawer 401(k) Plan
- BOOK ind #12826
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 California →
Adair & Evans, an Accountancy Corporation 401(k) Profit Sharing Plan in the asset neighbourhood
Adair & Evans, an Accountancy Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Adair & Evans, an Accountancy Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 43.988129182228455% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 32 | $11M |
| 2023 | 1 | 34 | $13M |
| 2024 | 1 | 35 | $15M |
Adair & Evans, an Accountancy Corporation filing trail (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 770042051 |
| Plan Effective Date | 1984-11-09 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Adair & Evans, an Accountancy Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Apg Cash Drawer 401(k) Plan in MN ($13M); by covered participants it is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Apg Cash Drawer 401(k) Plan (MN) $13M · 95
- Connections Employer Solutions LLC 401(k) Plan (AZ) $13M · 500
- Mechanics Bank 401(k) Profit Sharing Plan & Trust (OH) $13M · 151
- Mullen Coughlin 401(k) (PA) $13M · 205
Similar participant headcount
Nearest other-state filings by covered participants (34 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.