401(k) · DOL Form 5500 · 2024

Jim S. Adler & Associates 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
290
Participants Below avg headcount
73rd
Percentile by assets National rank
$77,938
Avg per participant Below avg balance/head
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Official DOL plan name: Jim S. Adler & Assoc. 401(k) Retirement Plan · Sponsored by Jim S. Adler & Associates · Texas · Professional & Technical Services

$23M in assets, 290 participants

Jim S. Adler & Associates's Jim S. Adler & Assoc. 401(k) Retirement Plan reported $23M in total assets and 290 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,540 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Jim S. Adler & Assoc. 401(k) Retirement Plan covers 290 participants in Texas, about 42% of the average Texas filer (state average ~688 per filing). Assets: $23M.

#14,540
in Professional & Technical Services (20,173 peers)
+21.6%
assets growth YoY

Jim S. Adler & Assoc. 401(k) Retirement Plan's outsized position by total assets

Jim S. Adler & Assoc. 401(k) Retirement Plan vs every filed plan by assets

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

$22,602,112 Top 27% higher than 73% 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

Jim S. Adler & Assoc. 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. Jim S. Adler & Assoc. 401(k) Retirement Plan sits mid-pack in the medium band (290 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jim S. Adler & Assoc. 401(k) Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Jim S. Adler & Assoc. 401(k) Retirement Plan end-of-year assets rose from $19M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Jim S. Adler & Assoc. 401(k) Retirement Plan reported participants rose from 272 in the plan year 2023 filing to 290 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 742122055 · Jim S. Adler & Associates PY 2024 · 401(k)

Jim S. Adler & Assoc. 401(k) Retirement Plan · $23M · 290 · 73rd

  • PCT $23M
  • EIN 290
  • RANK 73rd
  • PHOTO 401(k)
  • IND near North American Hoganas Union 401(k) Plan
  • EOY ind #14540

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 Texas →

Jim S. Adler & Assoc. 401(k) Retirement Plan in the asset neighbourhood

Jim S. Adler & Assoc. 401(k) Retirement PlanJim S. Adler & Assoc. 401(k)…$23MNorth American Hoganas Union 401(k) PlanNorth American Hoganas Union…$23MUniversity of Michigan Credit Union 401(k) Savings PlanUniversity of Michigan Credi…$23MSt. Luke's Cataract and Laser Institute 401(k) PlanSt. Luke's Cataract and Lase…$23MSamson Electric, Inc. Profit Sharing Plan and TrustSamson Electric, Inc. Profit…$23M
End-of-year total assets ($M) among Jim S. Adler & Assoc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN742122055
Plan Effective Date1994-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jim S. Adler & Associates)

Sponsor-wide plan assets over time

All Jim S. Adler & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$23M 41.59390140635338% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16M $22.6M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 250 $16M
2023 1 272 $19M
2024 1 290 $23M

Nearby 401(k) Plans in Texas

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

Jim S. Adler & Assoc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Jim S. Adler & Assoc. 401(k) Retirement Plan, Total assets ($B): 0.022602112 · Participants: 290Jim S. Adler & Assoc. 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Jim S. Adler & Assoc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Jim S. Adler & Assoc. 401(k) Retirement Plan side-by-side with 3 peers →

Jim S. Adler & Assoc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is North American Hoganas Union 401(k) Plan in PA ($23M); by covered participants it is Bcinsourcing, LLC 401(k) Plan in KS (290 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (290 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 Jim S. Adler & Assoc. 401(k) Retirement Plan assets move in 2024? ▼
Jim S. Adler & Assoc. 401(k) Retirement Plan grew sharply - up 21.6% during 2024, from $19M to $23M. Reported net income was $4M.
How have Jim S. Adler & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jim S. Adler & Associates's sponsor-wide assets grew 41.6%, from $16M to $23M.
Which 401(k) plans are similar in size to Jim S. Adler & Assoc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is North American Hoganas Union 401(k) Plan in PA ($23M, 198 participants).
Which 401(k) plans cover a similar participant headcount to Jim S. Adler & Assoc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bcinsourcing, LLC 401(k) Plan in KS (290 participants, $16M 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 742122055.

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.