401(k) · DOL Form 5500 · 2024
Rodey Dickason Sloan Akin & Robb PA 401(k) Plan
Data updated 2026-08-25
- $104M
- Total assets Near avg plan size
- 122
- Participants Small participant base
- 91st
- Percentile by assets National rank
- $849,241
- Avg per participant High balance/head
Official DOL plan name: Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust · Sponsored by Rodey Dickason Sloan Akin & Robb PA · New Mexico · Professional & Technical Services
$104M in assets, 122 participants
Rodey Dickason Sloan Akin & Robb PA's Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust reported $104M in total assets and 122 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #18,526 in Professional & Technical Services (20,173 peers)
Coverage in New Mexico
Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust covers 122 participants in New Mexico, about 33% of the average New Mexico filer (state average ~365 per filing). Assets: $104M.
- #18,526
- in Professional & Technical Services (20,173 peers)
- -3.4%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust's outsized position by total assets
Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$103,607,418 Top 9% higher than 91% 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
Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust sits mid-pack in the medium band (122 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust reported net income fell from -$273K in the plan year 2023 filing to -$4M in the plan year 2024 filing.
- Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust reported participants fell from 133 in the plan year 2023 filing to 122 in the plan year 2024 filing.
- Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust end-of-year assets fell from $107M in the plan year 2023 filing to $104M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 850216511 · Rodey Dickason Sloan Akin & Robb PA PY 2024 · 401(k)
Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust · $104M · 122 · 91st
- EIN $104M
- EIN 122
- EIN 91st
- EIN 401(k)
- EIN near Carestream Dental Retirement Savings Plan
- EIN ind #18526
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 New Mexico →
Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust in the asset neighbourhood
New Mexico filing particulars
| Total Assets (Beginning of Year) | $107M |
|---|---|
| Net Assets (End of Year) | $104M |
| Net Income | -$4M |
| Employer EIN | 850216511 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rodey Dickason Sloan Akin & Robb PA)
Sponsor-wide plan assets over time
All Rodey Dickason Sloan Akin & Robb PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $104M 3.649839857225982% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 132 | $108M |
| 2023 | 1 | 133 | $107M |
| 2024 | 1 | 122 | $104M |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $7.2B · 15,926
- Triad 401(k) Retirement Plan $2.5B · 11,744
- Triad 401(k) Savings Plan $900M · 2,058
- Txnm Energy, Inc. Retirement Savings Plan $827M · 1,631
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $648M · 2,218
Rodey Dickason Sloan Akin & Robb PA Employees' Tax-Deferred Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Carestream Dental Retirement Savings Plan in GA ($104M); by covered participants it is Assertio Management, LLC 401(k) Retirement Plan in IL (122 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($104M here).
- Carestream Dental Retirement Savings Plan (GA) $104M · 413
- Zotec Partners, LLC 401(k) Plan (IN) $104M · 951
- System One Holdings, LLC 401(k) Savings Plan (PA) $104M · 5,529
- Campagna-Turano Bakery, Inc. Incentive 401(k) Savings Plan and Trust (IL) $104M · 1,032
Similar participant headcount
Nearest other-state filings by covered participants (122 participants); asset peers above are excluded.
- Assertio Management, LLC 401(k) Retirement Plan (IL) 122 · 0 off
- Canvas 401(k) Plan (VA) 122 · 0 off
- Amg, Inc 401(k) Plan (VA) 122 · 0 off
- Lower West Side Household Services Non-Union Retirement Plan (NY) 122 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.