401(k) · DOL Form 5500 · 2024
Adrian K Lo Md PC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $456,795
- Avg per participant High balance/head
Official DOL plan name: Adrian K Lo Md PC 401(k) Profit Sharing Plan & Trust · Sponsored by Adrian K Lo Md PC · Pennsylvania · Healthcare & Social Assistance
$4M in assets, 8 participants
Adrian K Lo Md PC's Adrian K Lo Md PC 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- #6,429 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
Adrian K Lo Md PC 401(k) Profit Sharing Plan & Trust grew sharply 21.4% in 2024 ($3M → $4M) for 8 participants.
- #6,429
- in Healthcare & Social Assistance (16,916 peers)
- +21.4%
- assets growth YoY
Adrian K Lo Md PC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Adrian K Lo Md PC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,654,363 37th percentile higher than 37% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Adrian K Lo Md PC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Adrian K Lo Md PC 401(k) Profit Sharing Plan & Trust is a micro filing (8 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 020693017 · Adrian K Lo Md PC PY 2024 · 401(k)
Adrian K Lo Md PC 401(k) Profit Sharing Plan & Trust · $4M · 8 · 37th
- VS-ST $4M
- BOY 8
- SCH 37th
- EBSA 401(k)
- PART near Mcatee & Woods, P.C. Profit Sharing Plan
- TYPE ind #6429
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Adrian K Lo Md PC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $643K |
| Employer EIN | 020693017 |
| Plan Effective Date | 2003-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Adrian K Lo Md PC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Mcatee & Woods, P.C. Profit Sharing Plan in OK ($4M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Mcatee & Woods, P.C. Profit Sharing Plan (OK) $4M · 13
- Provision Living Associates 401(k) Plan (MO) $4M · 792
- Southeast Unloading, LLC 401(k) Plan (FL) $4M · 362
- Hudson Mx 401(k) Plan (GA) $4M · 91
Similar participant headcount
Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.