401(k) · DOL Form 5500 · 2023

Waldon Adelman Castilla Mcnamara & Prout, Lllp 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
77
Participants Small participant base
63rd
Percentile by assets National rank
$162,091
Avg per participant Above avg balance/head
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Official DOL plan name: Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan · Sponsored by Waldon Adelman Castilla Mcnamara & Prout, Lllp · Georgia · Professional & Technical Services

$12M in assets, 77 participants

Waldon Adelman Castilla Mcnamara & Prout, Lllp's Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan reported $12M in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,698 in Professional & Technical Services (20,321 peers)

Waldon Adelman Castilla Mcnamara & Prout, Lllp multi-year trail

Waldon Adelman Castilla Mcnamara & Prout, Lllp's plans moved +45.7% in assets from 2022 to 2024; this filing shows Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan at $12M / 77 participants.

#12,698
in Professional & Technical Services (20,321 peers)
+28.4%
assets growth YoY

Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan vs every filed plan by assets

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

$12,481,025 Top 37% higher than 63% 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

Waldon Adelman Castilla Hiestand & Prout, LLP Retirement 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. Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan reported participants fell from 78 in the plan year 2022 filing to 77 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 581619643 · Waldon Adelman Castilla Mcnamara & Prout, Lllp PY 2023 · 401(k)

Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan · $12M · 77 · 63rd

  • VS-ST $12M
  • BOY 77
  • SCH 63rd
  • EBSA 401(k)
  • PART near Gcsaa Employee Retirement Plan
  • TYPE ind #12698

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 Georgia →

Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan in the asset neighbourhood

Waldon Adelman Castilla Hiestand & Prout, LLP Retirement PlanWaldon Adelman Castilla Hies…$12MGcsaa Employee Retirement PlanGcsaa Employee Retirement Pl…$12MMaster Spas, LLC 401(k) Plan$12MMississippi Asthma & Allergy Clinic, P.a. 401(k) Profit Sharing Retirement PlanMississippi Asthma & Allergy…$12MSolace Healthcare, Inc. 401(k) PlanSolace Healthcare, Inc. 401(…$12M
End-of-year total assets ($M) among Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Waldon Adelman Castilla Mcnamara & Prout, Lllp multi-year asset trail

Sponsor-wide plan assets over time

All Waldon Adelman Castilla Mcnamara & Prout, Lllp plans reported in each filing year

Latest sponsor-wide plan assets
$14M 45.66835341945462% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.72M $14.2M ▲ +45.7%
Year Plans Participants Total Assets
2022 1 78 $10M
2023 1 77 $12M
2024 1 85 $14M

Waldon Adelman Castilla Mcnamara & Prout, Lllp filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN581619643
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan, Total assets ($B): 0.012481025 · Participants: 77Waldon Adelman Castilla Hiestand & Prout, LLP Retirement PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan side-by-side with 3 peers →

Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Gcsaa Employee Retirement Plan in KS ($12M); by covered participants it is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan assets move in 2023? ▼
Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan grew sharply - up 28.4% during 2023, from $10M to $12M. Reported net income was $3M.
How have Waldon Adelman Castilla Mcnamara & Prout, Lllp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waldon Adelman Castilla Mcnamara & Prout, Lllp's sponsor-wide assets grew 45.7%, from $10M to $14M.
Which 401(k) plans are similar in size to Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gcsaa Employee Retirement Plan in KS ($12M, 79 participants).
Which 401(k) plans cover a similar participant headcount to Waldon Adelman Castilla Hiestand & Prout, LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants, $9M 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 581619643.

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.