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
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
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.
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
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $213M |
|---|---|
| Net Assets (End of Year) | $232M |
| Net Income | $18M |
| Employer EIN | 720424362 |
| Plan Effective Date | 1982-02-01 |
| Filing Status | FILING 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
| 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.
- Lumen 401(k) Savings Plan $7.1B · 24,522
- Savings Plan of Entergy Corporation and Subsidiaries $3.8B · 10,136
- Ochsner Clinic Foundation 401(k) Plan $2.3B · 31,221
- Louisiana Children's Medical Center Retirement and Savings Plan $867M · 12,934
- Amedisys Holding, LLC 401(k) Plan $849M · 20,100
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).
- Clearwater Paper Represented 401(k) Plan (WA) $232M · 1,247
- Match Group Retirement Savings Plan (TX) $231M · 1,578
- Citco Technology Management, Inc. 401(k) Retirement Plan (FL) $232M · 815
- Oil States International, Inc. Retirement Plan (TX) $232M · 2,062
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.