401(k) · DOL Form 5500 · 2023

Adams and Reese LLP 401(k) Plan

Data updated 2026-08-25

$232M
Total assets Near avg plan size
382
Participants Below avg headcount
95th
Percentile by assets National rank
$606,027
Avg per participant High balance/head
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Official DOL plan name: Adams and Reese LLP 401(k) Profit Sharing Plan and Trust · Sponsored by Adams and Reese LLP · Louisiana · Professional & Technical Services

$232M in assets, 382 participants

Adams and Reese LLP's Adams and Reese LLP 401(k) Profit Sharing Plan and Trust reported $232M in total assets and 382 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,597 in Professional & Technical Services (20,321 peers)

Where Adams and Reese LLP 401(k) Profit Sharing Plan and Trust sits by assets

Adams and Reese LLP 401(k) Profit Sharing Plan and Trust sits in the top 5% of all filed plans by assets, $232M for 382 participants (~$606,027/participant), up 8.8% in 2023.

#19,597
in Professional & Technical Services (20,321 peers)
+8.8%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Adams and Reese LLP 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Adams and Reese LLP 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$231,502,408 Top 5% higher than 95% 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

Adams and Reese LLP 401(k) Profit Sharing Plan and Trust 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. Adams and Reese LLP 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (382 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Adams and Reese LLP 401(k) Profit Sharing Plan and Trust reported net income rose from -$20M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Adams and Reese LLP 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $213M in the plan year 2022 filing to $232M in the plan year 2023 filing.
  • Adams and Reese LLP 401(k) Profit Sharing Plan and Trust reported participants rose from 369 in the plan year 2022 filing to 382 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 720424362 · Adams and Reese LLP PY 2023 · 401(k)

Adams and Reese LLP 401(k) Profit Sharing Plan and Trust · $232M · 382 · 95th

  • EIN $232M
  • RANK 382
  • PHOTO 95th
  • IND 401(k)
  • EOY near Clearwater Paper Represented 401(k) Plan
  • 5500 ind #19597

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 Louisiana →

Adams and Reese LLP 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Oil States International, Inc. Retirement PlanOil States International, In…$232MCitco Technology Management, Inc. 401(k) Retirement PlanCitco Technology Management,…$232MAdams and Reese LLP 401(k) Profit Sharing Plan and TrustAdams and Reese LLP 401(k) P…$232MClearwater Paper Represented 401(k) PlanClearwater Paper Represented…$232MMatch Group Retirement Savings PlanMatch Group Retirement Savin…$231M
End-of-year total assets ($M) among Adams and Reese LLP 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$213M
Net Assets (End of Year)$232M
Net Income$18M
Employer EIN720424362
Plan Effective Date1982-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adams and Reese LLP)

Sponsor-wide plan assets over time

All Adams and Reese LLP plans reported in each filing year

Latest sponsor-wide plan assets
$279M 31.28137005666478% vs 2022
2024 filing year
$200M$220M$240M$260M$280M$300M 202220232024 $213M $279M ▲ +31.3%
Year Plans Participants Total Assets
2022 2 480 $213M
2023 2 509 $243M
2024 2 527 $279M

Nearby 401(k) Plans in Louisiana

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

Adams and Reese LLP 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Adams and Reese LLP 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.231502408 · Participants: 382Adams and Reese LLP 401(k) Profit Sharing Plan and TrustLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Adams and Reese LLP 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants

Adams and Reese LLP 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Clearwater Paper Represented 401(k) Plan in WA ($232M); by covered participants it is Clow Valve Company Hourly 401(k) Retirement Plan in AL (382 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($232M here).

Similar participant headcount

Nearest other-state filings by covered participants (382 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 Adams and Reese LLP 401(k) Profit Sharing Plan and Trust assets move in 2023?
Adams and Reese LLP 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 8.8% during 2023, from $213M to $232M. Reported net income was $18M.
How have Adams and Reese LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Adams and Reese LLP's sponsor-wide assets grew 31.3%, from $213M to $279M.
Where does Adams and Reese LLP 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers?
Adams and Reese LLP 401(k) Profit Sharing Plan and Trust ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Adams and Reese LLP 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Clearwater Paper Represented 401(k) Plan in WA ($232M, 1,247 participants).
Which 401(k) plans cover a similar participant headcount to Adams and Reese LLP 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Clow Valve Company Hourly 401(k) Retirement Plan in AL (382 participants, $12M in assets).