401(k) · DOL Form 5500 · 2023

Alan Plummer Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
193
Participants Below avg headcount
78th
Percentile by assets National rank
$146,932
Avg per participant Above avg balance/head
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Official DOL plan name: Alan Plummer Associates, Inc. Profit Sharing Plan · Sponsored by Alan Plummer Associates, Inc. · Texas · Professional & Technical Services

$28M in assets, 193 participants

Alan Plummer Associates, Inc.'s Alan Plummer Associates, Inc. Profit Sharing Plan reported $28M in total assets and 193 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,021 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Alan Plummer Associates, Inc. Profit Sharing Plan covers 193 participants in Texas, about 28% of the average Texas filer (state average ~688 per filing). Assets: $28M.

#16,021
in Professional & Technical Services (20,321 peers)
+27.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Alan Plummer Associates, Inc. Profit Sharing Plan's outsized position by total assets

Alan Plummer Associates, Inc. Profit Sharing Plan vs every filed plan by assets

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

$28,357,962 Top 22% higher than 78% 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

Alan Plummer Associates, Inc. Profit Sharing 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. Alan Plummer Associates, Inc. Profit Sharing Plan sits mid-pack in the medium band (193 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alan Plummer Associates, Inc. Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Alan Plummer Associates, Inc. Profit Sharing Plan end-of-year assets rose from $22M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Alan Plummer Associates, Inc. Profit Sharing Plan reported participants rose from 165 in the plan year 2022 filing to 193 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 751595621 · Alan Plummer Associates, Inc. PY 2023 · 401(k)

Alan Plummer Associates, Inc. Profit Sharing Plan · $28M · 193 · 78th

  • SCH $28M
  • SCH 193
  • SCH 78th
  • SCH 401(k)
  • SCH near Kampgrounds of America, Inc. Salary Reduction Profit Sharing Plan & Trust
  • SCH ind #16021

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 Texas →

Alan Plummer Associates, Inc. Profit Sharing Plan in the asset neighbourhood

Alan Plummer Associates, Inc. Profit Sharing PlanAlan Plummer Associates, Inc…$28MKampgrounds of America, Inc. Salary Reduction Profit Sharing Plan & TrustKampgrounds of America, Inc.…$28MAir T, Inc. 401(k) Retirement PlanAir T, Inc. 401(k) Retiremen…$28MRycon Construction 401(k) PlanRycon Construction 401(k) Pl…$28MHoss's Steak and Sea House Savings PlanHoss's Steak and Sea House S…$28M
End-of-year total assets ($M) among Alan Plummer Associates, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$28M
Net Income$6M
Employer EIN751595621
Plan Effective Date1979-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alan Plummer Associates, Inc.)

Sponsor-wide plan assets over time

All Alan Plummer Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 53.992753655546544% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $22.2M $34.1M ▲ +54.0%
Year Plans Participants Total Assets
2022 1 165 $22M
2023 1 193 $28M
2024 1 217 $34M

Nearby 401(k) Plans in Texas

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

Alan Plummer Associates, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Alan Plummer Associates, Inc. Profit Sharing Plan, Total assets ($B): 0.028357962 · Participants: 193Alan Plummer Associates, Inc. Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Alan Plummer Associates, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Alan Plummer Associates, Inc. Profit Sharing Plan side-by-side with 3 peers →

Alan Plummer Associates, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Kampgrounds of America, Inc. Salary Reduction Profit Sharing Plan & Trust in MT ($28M); by covered participants it is Kevin, Inc. Profit Sharing Plan in ME (193 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (193 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 Alan Plummer Associates, Inc. Profit Sharing Plan assets move in 2023? ▼
Alan Plummer Associates, Inc. Profit Sharing Plan grew sharply - up 27.9% during 2023, from $22M to $28M. Reported net income was $6M.
How have Alan Plummer Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alan Plummer Associates, Inc.'s sponsor-wide assets grew 54.0%, from $22M to $34M.
Where does Alan Plummer Associates, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Alan Plummer Associates, Inc. Profit Sharing Plan ranks in the 78th 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 Alan Plummer Associates, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kampgrounds of America, Inc. Salary Reduction Profit Sharing Plan & Trust in MT ($28M, 437 participants).
Which 401(k) plans cover a similar participant headcount to Alan Plummer Associates, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kevin, Inc. Profit Sharing Plan in ME (193 participants, $22M 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 751595621.

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.