401(k) · DOL Form 5500 · 2024

Arabella Advisors LLC 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
432
Participants Below avg headcount
81st
Percentile by assets National rank
$92,587
Avg per participant Below avg balance/head
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Official DOL plan name: Arabella Advisors LLC Retirement Plan · Sponsored by Arabella Advisors LLC · District of Columbia · Professional & Technical Services

$40M in assets, 432 participants

Arabella Advisors LLC's Arabella Advisors LLC Retirement Plan reported $40M in total assets and 432 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,534 in Professional & Technical Services (20,173 peers)

Coverage in District of Columbia

Arabella Advisors LLC Retirement Plan covers 432 participants in District of Columbia, about 30% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $40M.

#16,534
in Professional & Technical Services (20,173 peers)
+22.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Arabella Advisors LLC Retirement Plan's outsized position by total assets

Arabella Advisors LLC Retirement Plan vs every filed plan by assets

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

$39,997,434 Top 19% higher than 81% 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

Arabella Advisors LLC Retirement Plan 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. Arabella Advisors LLC Retirement Plan sits mid-pack in the medium band (432 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Arabella Advisors LLC Retirement Plan reported net income fell from $12M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Arabella Advisors LLC Retirement Plan end-of-year assets rose from $33M in the plan year 2023 filing to $40M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 204995650 · Arabella Advisors LLC PY 2024 · 401(k)

Arabella Advisors LLC Retirement Plan · $40M · 432 · 81st

  • TYPE $40M
  • NET 432
  • BOOK 81st
  • VS-ST 401(k)
  • BOY near Cnb Bank Shares, Inc. 401(k)
  • SCH ind #16534

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 District of Columbia →

Arabella Advisors LLC Retirement Plan in the asset neighbourhood

Arabella Advisors LLC Retirement PlanArabella Advisors LLC Retire…$40MCnb Bank Shares, Inc. 401(k)$40MFirst Savings Bank Employees' Savings & Profit Sharing PlanFirst Savings Bank Employees…$40MPya, P.C. 401(k) Plan$40MService Lloyds Insurance Company Profit Sharing and 401(k) PlanService Lloyds Insurance Com…$40M
End-of-year total assets ($M) among Arabella Advisors LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

District of Columbia filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$40M
Net Income$7M
Employer EIN204995650
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Arabella Advisors LLC)

Sponsor-wide plan assets over time

All Arabella Advisors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$40M 91.44860986229415% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $20.9M $40M ▲ +91.5%
Year Plans Participants Total Assets
2022 1 339 $21M
2023 1 434 $33M
2024 1 432 $40M

Nearby 401(k) Plans in District of Columbia

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

Arabella Advisors LLC Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Arabella Advisors LLC Retirement Plan, Total assets ($B): 0.039997434 · Participants: 432Arabella Advisors LLC Retirement PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 6.46217777 · Participants: 23090Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 6.227697332 · Participants: 30641Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 4.602350192 · Participants: 8108Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.487396082 · Participants: 4201Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.905912868 · Participants: 1973Hogan Lovells US LLP Retirement Savings Plan
Arabella Advisors LLC Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Arabella Advisors LLC Retirement Plan side-by-side with 3 peers →

Arabella Advisors LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Cnb Bank Shares, Inc. 401(k) in IL ($40M); by covered participants it is Am LLC 401(k) Retirement Plan in VA (432 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (432 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 Arabella Advisors LLC Retirement Plan assets move in 2024? ▼
Arabella Advisors LLC Retirement Plan grew sharply - up 22.6% during 2024, from $33M to $40M. Reported net income was $7M.
How have Arabella Advisors LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arabella Advisors LLC's sponsor-wide assets grew 91.4%, from $21M to $40M.
Where does Arabella Advisors LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Arabella Advisors LLC Retirement Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Arabella Advisors LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cnb Bank Shares, Inc. 401(k) in IL ($40M, 260 participants).
Which 401(k) plans cover a similar participant headcount to Arabella Advisors LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Am LLC 401(k) Retirement Plan in VA (432 participants, $1M 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 204995650.

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.