401(k) · DOL Form 5500 · 2022
Caldwell Boudreaux Lefler PLLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 14
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $262,951
- Avg per participant High balance/head
Official DOL plan name: Caldwell Boudreaux Lefler 401(k) Plan · Sponsored by Caldwell Boudreaux Lefler PLLC · Texas · Professional & Technical Services
$4M in assets, 14 participants
Caldwell Boudreaux Lefler PLLC's Caldwell Boudreaux Lefler 401(k) Plan reported $4M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.
- #9,021 in Professional & Technical Services (21,562 peers)
2022 asset change
Caldwell Boudreaux Lefler 401(k) Plan pulled back noticeably 12.4% in 2022 ($4M → $4M) for 14 participants.
- #9,021
- in Professional & Technical Services (21,562 peers)
- -12.4%
- assets change YoY
The plan reported a net loss of $519K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Caldwell Boudreaux Lefler 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Caldwell Boudreaux Lefler 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,681,311 44th percentile higher than 44% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Caldwell Boudreaux Lefler 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caldwell Boudreaux Lefler 401(k) Plan is a small filing (14 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 462973428 · Caldwell Boudreaux Lefler PLLC PY 2022 · 401(k)
Caldwell Boudreaux Lefler 401(k) Plan · $4M · 14 · 44th
- VS-ST $4M
- BOY 14
- SCH 44th
- EBSA 401(k)
- PART near Npr of America, Inc. 401(k) Plan
- TYPE ind #9021
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 →
Caldwell Boudreaux Lefler 401(k) Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$519K |
| Employer EIN | 462973428 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Caldwell Boudreaux Lefler 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Npr of America, Inc. 401(k) Plan in KY ($4M); by covered participants it is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.
- The Stock Exchange Bank 401(k) Plan Tr. (KS) 14 · 0 off
- Logixservice, Inc. Profit Sharing Plan (CA) 14 · 0 off
- Bell Investment Advisors, Inc. 401(k) Plan (CA) 14 · 0 off
- P & L Industries, Inc. 401(k) Plan and Trust (AZ) 14 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.