401(k) · DOL Form 5500 · 2024

Johnstone Adams, LLC. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
27
Participants Small participant base
31st
Percentile by assets National rank
$87,495
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Johnstone Adams, LLC Retirement Plan · Sponsored by Johnstone Adams, LLC. · Alabama · Professional & Technical Services

$2M in assets, 27 participants

Johnstone Adams, LLC.'s Johnstone Adams, LLC Retirement Plan reported $2M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,505 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Johnstone Adams, LLC Retirement Plan holds $2M for 27 participants - about $87,495 per participant, in the lower half of filed plans by assets.

#5,505
in Professional & Technical Services (20,173 peers)
+0.2%
assets growth YoY

Johnstone Adams, LLC Retirement Plan among the smaller filed plans by assets

Johnstone Adams, LLC Retirement Plan vs every filed plan by assets

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

$2,362,357 31st percentile higher than 31% 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

Johnstone Adams, LLC Retirement 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. Johnstone Adams, LLC Retirement Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Johnstone Adams, LLC Retirement Plan reported net income rose from -$148K in the plan year 2023 filing to $4K in the plan year 2024 filing.
  • Johnstone Adams, LLC Retirement Plan reported participants rose from 23 in the plan year 2023 filing to 27 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 630241849 · Johnstone Adams, LLC. PY 2024 · 401(k)

Johnstone Adams, LLC Retirement Plan · $2M · 27 · 31st

  • SCH $2M
  • EBSA 27
  • PART 31st
  • TYPE 401(k)
  • NET near Trail Ridge Wealth Management Retirement Plan
  • BOOK ind #5505

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 Alabama →

Johnstone Adams, LLC Retirement Plan in the asset neighbourhood

Johnstone Adams, LLC Retirement PlanJohnstone Adams, LLC Retirem…$2MTrail Ridge Wealth Management Retirement PlanTrail Ridge Wealth Managemen…$2MAdgeo, Inc 401(k)$2MSpectrum Geological Services, P.C. 401(k) PlanSpectrum Geological Services…$2MParamount Consulting & Engineering 401(k) Profit SharinParamount Consulting & Engin…$2M
End-of-year total assets ($M) among Johnstone Adams, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$4K
Employer EIN630241849
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Johnstone Adams, LLC.)

Sponsor-wide plan assets over time

All Johnstone Adams, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 5.738207285550917% vs 2022
2024 filing year
$2.3M$2.35M$2.4M$2.45M$2.5M$2.55M 202220232024 $2.51M $2.36M ▼ -6.0%
Year Plans Participants Total Assets
2022 1 27 $3M
2023 1 23 $2M
2024 1 27 $2M

Nearby 401(k) Plans in Alabama

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

Johnstone Adams, LLC Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Johnstone Adams, LLC Retirement Plan, Total assets ($B): 0.002362357 · Participants: 27Johnstone Adams, LLC Retirement PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Johnstone Adams, LLC Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Johnstone Adams, LLC Retirement Plan side-by-side with 3 peers →

Johnstone Adams, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Trail Ridge Wealth Management Retirement Plan in CO ($2M); by covered participants it is Allen Searcy Builder-Contractor, Inc. 401(k) Retirement Plan in TN (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Johnstone Adams, LLC Retirement Plan assets move in 2024? ▼
Johnstone Adams, LLC Retirement Plan held essentially flat - up 0.2% during 2024, from $2M to $2M. Reported net income was $4K.
How have Johnstone Adams, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Johnstone Adams, LLC.'s sponsor-wide assets declined 5.7%, from $3M to $2M.
Which 401(k) plans are similar in size to Johnstone Adams, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trail Ridge Wealth Management Retirement Plan in CO ($2M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Johnstone Adams, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allen Searcy Builder-Contractor, Inc. 401(k) Retirement Plan in TN (27 participants, $890K 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 630241849.

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.