401(k) · DOL Form 5500 · 2024

Adler Pollock & Sheehan P.C. 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
121
Participants Small participant base
87th
Percentile by assets National rank
$556,025
Avg per participant High balance/head
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Official DOL plan name: Adler Pollock & Sheehan P.C. 401(k) Retirement Plan · Sponsored by Adler Pollock & Sheehan P.C. · Rhode Island · Professional & Technical Services

$67M in assets, 121 participants

Adler Pollock & Sheehan P.C.'s Adler Pollock & Sheehan P.C. 401(k) Retirement Plan reported $67M in total assets and 121 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,794 in Professional & Technical Services (20,173 peers)

Coverage in Rhode Island

Adler Pollock & Sheehan P.C. 401(k) Retirement Plan covers 121 participants in Rhode Island, about 8% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $67M.

#17,794
in Professional & Technical Services (20,173 peers)
+5.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Adler Pollock & Sheehan P.C. 401(k) Retirement Plan's outsized position by total assets

Adler Pollock & Sheehan P.C. 401(k) Retirement Plan vs every filed plan by assets

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

$67,279,075 Top 13% higher than 87% 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

Adler Pollock & Sheehan P.C. 401(k) 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. Adler Pollock & Sheehan P.C. 401(k) Retirement Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Adler Pollock & Sheehan P.C. 401(k) Retirement Plan reported net income fell from $9M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Adler Pollock & Sheehan P.C. 401(k) Retirement Plan reported participants rose from 114 in the plan year 2023 filing to 121 in the plan year 2024 filing.
  • Adler Pollock & Sheehan P.C. 401(k) Retirement Plan end-of-year assets rose from $64M in the plan year 2023 filing to $67M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 050343749 · Adler Pollock & Sheehan P.C. PY 2024 · 401(k)

Adler Pollock & Sheehan P.C. 401(k) Retirement Plan · $67M · 121 · 87th

  • PART $67M
  • TYPE 121
  • NET 87th
  • BOOK 401(k)
  • VS-ST near North Central Heart Institute 401(k) Profit Sharing Plan
  • BOY ind #17794

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 Rhode Island →

Adler Pollock & Sheehan P.C. 401(k) Retirement Plan in the asset neighbourhood

Adler Pollock & Sheehan P.C. 401(k) Retirement PlanAdler Pollock & Sheehan P.C.…$67MNorth Central Heart Institute 401(k) Profit Sharing PlanNorth Central Heart Institut…$67MSid Peterson Memorial Hospital 401(k) Savings and Profit Sharing PlanSid Peterson Memorial Hospit…$67MDelta Dental of New Jersey 401(k) and Profit Sharing PlanDelta Dental of New Jersey 4…$67MNew England Teamsters Savings and Investment PlanNew England Teamsters Saving…$67M
End-of-year total assets ($M) among Adler Pollock & Sheehan P.C. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rhode Island filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$67M
Net Income$3M
Employer EIN050343749
Plan Effective Date1988-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adler Pollock & Sheehan P.C.)

Sponsor-wide plan assets over time

All Adler Pollock & Sheehan P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$67M 23.049333530005256% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $54.7M $67.3M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 111 $55M
2023 1 114 $64M
2024 1 121 $67M

Nearby 401(k) Plans in Rhode Island

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

Adler Pollock & Sheehan P.C. 401(k) Retirement Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -10010203040 Total assets ($B) Participants Adler Pollock & Sheehan P.C. 401(k) Retirement Plan, Total assets ($B): 0.067279075 · Participants: 121Adler Pollock & Sheehan P.C. 401(k) Retirement PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 30.087909242 · Participants: 240493CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 6.12531514 · Participants: 26609Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 3.249944772 · Participants: 17893Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.764430113 · Participants: 26416Unfi 401(k) PlanFactory Mutual Insurance Company 401(k) Savings Plan, Total assets ($B): 1.916269037 · Participants: 4005Factory Mutual Insurance Company 401(k) Savings Plan
Adler Pollock & Sheehan P.C. 401(k) Retirement Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Adler Pollock & Sheehan P.C. 401(k) Retirement Plan side-by-side with 3 peers →

Adler Pollock & Sheehan P.C. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is North Central Heart Institute 401(k) Profit Sharing Plan in SD ($67M); by covered participants it is Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Adler Pollock & Sheehan P.C. 401(k) Retirement Plan assets move in 2024? ▼
Adler Pollock & Sheehan P.C. 401(k) Retirement Plan grew at a solid clip - up 5.4% during 2024, from $64M to $67M. Reported net income was $3M.
How have Adler Pollock & Sheehan P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adler Pollock & Sheehan P.C.'s sponsor-wide assets grew 23.0%, from $55M to $67M.
Where does Adler Pollock & Sheehan P.C. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Adler Pollock & Sheehan P.C. 401(k) Retirement Plan ranks in the 87th 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 Adler Pollock & Sheehan P.C. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is North Central Heart Institute 401(k) Profit Sharing Plan in SD ($67M, 49 participants).
Which 401(k) plans cover a similar participant headcount to Adler Pollock & Sheehan P.C. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants, $104K 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 050343749.

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.