401(k) · DOL Form 5500 · 2024
Waldon Adelman Castilla Mcnamara & Prout, Lllp 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 85
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $166,604
- Avg per participant Above avg balance/head
Official DOL plan name: Waldon Adelman Castilla Mcnamara & Prout, Lllp Retirement Plan · Sponsored by Waldon Adelman Castilla Mcnamara & Prout, Lllp · Georgia · Professional & Technical Services
$14M in assets, 85 participants
Waldon Adelman Castilla Mcnamara & Prout, Lllp's Waldon Adelman Castilla Mcnamara & Prout, Lllp Retirement Plan reported $14M in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #12,555 in Professional & Technical Services (20,173 peers)
Waldon Adelman Castilla Mcnamara & Prout, Lllp multi-year trail
Waldon Adelman Castilla Mcnamara & Prout, Lllp's plans moved +45.7% in assets from 2022 to 2024; this filing shows Waldon Adelman Castilla Mcnamara & Prout, Lllp Retirement Plan at $14M / 85 participants.
- #12,555
- in Professional & Technical Services (20,173 peers)
- +13.5%
- assets growth YoY
Waldon Adelman Castilla Mcnamara & Prout, Lllp Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers
Waldon Adelman Castilla Mcnamara & Prout, Lllp Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,161,350 Top 37% higher than 63% 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
Waldon Adelman Castilla Mcnamara & Prout, Lllp 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. Waldon Adelman Castilla Mcnamara & Prout, Lllp Retirement Plan is a small filing (85 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Waldon Adelman Castilla Mcnamara & Prout, Lllp Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Waldon Adelman Castilla Mcnamara & Prout, Lllp Retirement Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Waldon Adelman Castilla Mcnamara & Prout, Lllp Retirement Plan reported participants rose from 77 in the plan year 2023 filing to 85 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 581619643 · Waldon Adelman Castilla Mcnamara & Prout, Lllp PY 2024 · 401(k)
Waldon Adelman Castilla Mcnamara & Prout, Lllp Retirement Plan · $14M · 85 · 63rd
- EIN $14M
- RANK 85
- PHOTO 63rd
- IND 401(k)
- EOY near First Step 401(k) Retirement Savings Plan & Trust
- 5500 ind #12555
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 Georgia →
Waldon Adelman Castilla Mcnamara & Prout, Lllp Retirement Plan in the asset neighbourhood
Waldon Adelman Castilla Mcnamara & Prout, Lllp multi-year asset trail
Sponsor-wide plan assets over time
All Waldon Adelman Castilla Mcnamara & Prout, Lllp plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 45.66835341945462% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 78 | $10M |
| 2023 | 1 | 77 | $12M |
| 2024 | 1 | 85 | $14M |
Waldon Adelman Castilla Mcnamara & Prout, Lllp filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 581619643 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Waldon Adelman Castilla Mcnamara & Prout, Lllp Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is First Step 401(k) Retirement Savings Plan & Trust in AR ($14M); by covered participants it is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (85 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.