401(k) · DOL Form 5500 · 2024
A. Harold & Associates, LLC 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 100
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $87,262
- Avg per participant Below avg balance/head
Official DOL plan name: A.Harold & Associates, LLC. · Sponsored by A. Harold & Associates, LLC · Florida · Professional & Technical Services
$9M in assets, 100 participants
A. Harold & Associates, LLC's A.Harold & Associates, LLC. reported $9M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.
- #10,289 in Professional & Technical Services (20,173 peers)
Coverage in Florida
A.Harold & Associates, LLC. covers 100 participants in Florida, about 16% of the average Florida filer (state average ~628 per filing). Assets: $9M.
- #10,289
- in Professional & Technical Services (20,173 peers)
- +8.9%
- assets growth YoY
A.Harold & Associates, LLC.'s mid-pack asset rank among Professional & Technical Services and all filers
A.Harold & Associates, LLC. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,726,156 Top 47% higher than 53% 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
A.Harold & Associates, LLC. among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A.Harold & Associates, LLC. is a small filing (100 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- A.Harold & Associates, LLC. reported net income fell from $807K in the plan year 2023 filing to $714K in the plan year 2024 filing.
- A.Harold & Associates, LLC. end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- A.Harold & Associates, LLC. reported participants fell from 106 in the plan year 2023 filing to 100 in the plan year 2024 filing.
DOL schedule card
Filing strip 161659371 · A. Harold & Associates, LLC PY 2024 · 401(k)
A.Harold & Associates, LLC. · $9M · 100 · 53rd
- TYPE $9M
- TYPE 100
- TYPE 53rd
- TYPE 401(k)
- TYPE near Healthtrax International, Inc. 401(k) & Salary Savings Plan
- TYPE ind #10289
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 Florida →
A.Harold & Associates, LLC. in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $714K |
| Employer EIN | 161659371 |
| Plan Effective Date | 2008-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (A. Harold & Associates, LLC)
Sponsor-wide plan assets over time
All A. Harold & Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 21.10784915000492% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 162 | $7M |
| 2023 | 1 | 106 | $8M |
| 2024 | 1 | 100 | $9M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
A.Harold & Associates, LLC.'s out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Healthtrax International, Inc. 401(k) & Salary Savings Plan in CT ($9M); by covered participants it is Controltek 401(k) Profit Sharing Plan in WA (100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (100 participants); asset peers above are excluded.
- Controltek 401(k) Profit Sharing Plan (WA) 100 · 0 off
- Vaughn, Silverberg and Associates Profit Sharing Plan (TX) 100 · 0 off
- Streetsquash, Inc. 401(k) Profit Sharing Plan & Trust (NY) 100 · 0 off
- Amerisci Group 401(k) Retirement Plan (VA) 100 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.