401(k) · DOL Form 5500 · 2024

Warner Angle Hallam Jackson & Formanek, P.C. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
33
Participants Small participant base
62nd
Percentile by assets National rank
$412,843
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan · Sponsored by Warner Angle Hallam Jackson & Formanek, P.C. · Arizona · Professional & Technical Services

$14M in assets, 33 participants

Warner Angle Hallam Jackson & Formanek, P.C.'s Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan reported $14M in total assets and 33 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,374 in Professional & Technical Services (20,173 peers)

Warner Angle Hallam Jackson & Formanek, P.C. multi-year trail

Warner Angle Hallam Jackson & Formanek, P.C.'s plans moved +33.8% in assets from 2022 to 2024; this filing shows Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan at $14M / 33 participants.

#12,374
in Professional & Technical Services (20,173 peers)
+12.1%
assets growth YoY

Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$13,623,830 Top 38% higher than 62% of 123,620 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 2024

Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 860444065 · Warner Angle Hallam Jackson & Formanek, P.C. PY 2024 · 401(k)

Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan · $14M · 33 · 62nd

  • EOY $14M
  • EOY 33
  • EOY 62nd
  • EOY 401(k)
  • EOY near Granite Logistics 401(k) Plan
  • EOY ind #12374

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 Arizona →

Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan in the asset neighbourhood

James Hamilton Construction Co. 401(k) & Profit Sharing PlanJames Hamilton Construction …$14MWarner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing PlanWarner Angle Hallam Jackson …$14MGranite Logistics 401(k) Plan$14MMann Packing Co. Ufcw Local 1096 401(k) Savings PlanMann Packing Co. Ufcw Local …$14MPayit 401(k) Retirement Plan$14M
End-of-year total assets ($M) among Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Warner Angle Hallam Jackson & Formanek, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Warner Angle Hallam Jackson & Formanek, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 33.84898847650363% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $10.2M $13.6M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 39 $10M
2023 1 33 $12M
2024 1 33 $14M

Warner Angle Hallam Jackson & Formanek, P.C. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN860444065
Plan Effective Date1989-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan, Total assets ($B): 0.01362383 · Participants: 33Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Granite Logistics 401(k) Plan in MN ($14M); by covered participants it is Univision De Puerto Rico Inc., Savings Plan in PR (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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.

Frequently Asked Questions

How did Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan assets move in 2024? ▼
Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan grew at a solid clip - up 12.1% during 2024, from $12M to $14M. Reported net income was $1M.
How have Warner Angle Hallam Jackson & Formanek, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Warner Angle Hallam Jackson & Formanek, P.C.'s sponsor-wide assets grew 33.8%, from $10M to $14M.
Which 401(k) plans are similar in size to Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Granite Logistics 401(k) Plan in MN ($14M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Warner Angle Hallam Jackson & Formanek, P. C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Univision De Puerto Rico Inc., Savings Plan in PR (33 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860444065.

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.