401(k) · DOL Form 5500 · 2022

Conley Rose, P.C. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
63
Participants Small participant base
76th
Percentile by assets National rank
$295,347
Avg per participant High balance/head
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Official DOL plan name: Conley Rose, P.C. Savings & Profit Sharing Plan for Directors · Sponsored by Conley Rose, P.C. · Texas · Professional & Technical Services

$19M in assets, 63 participants

Conley Rose, P.C.'s Conley Rose, P.C. Savings & Profit Sharing Plan for Directors reported $19M in total assets and 63 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #16,448 in Professional & Technical Services (21,562 peers)

Where Conley Rose, P.C. Savings & Profit Sharing Plan for Directors sits by assets

Conley Rose, P.C. Savings & Profit Sharing Plan for Directors sits in the top quartile of all filed plans by assets, $19M for 63 participants (~$295,347/participant), down 24.5% in 2022.

#16,448
in Professional & Technical Services (21,562 peers)
-24.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Conley Rose, P.C. Savings & Profit Sharing Plan for Directors's outsized position by total assets

Conley Rose, P.C. Savings & Profit Sharing Plan for Directors vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$18,606,846 Top 24% higher than 76% of 139,123 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 2022

Conley Rose, P.C. Savings & Profit Sharing Plan for Directors among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Conley Rose, P.C. Savings & Profit Sharing Plan for Directors is a small filing (63 participants) on this national headcount ladder.

DOL schedule card

Filing strip 760332926 · Conley Rose, P.C. PY 2022 · 401(k)

Conley Rose, P.C. Savings & Profit Sharing Plan for Directors · $19M · 63 · 76th

  • EOY $19M
  • 5500 63
  • ASSETS 76th
  • PCT 401(k)
  • EIN near Bath Fitter USA Retirement Plan
  • RANK ind #16448

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 →

Conley Rose, P.C. Savings & Profit Sharing Plan for Directors in the asset neighbourhood

Conley Rose, P.C. Savings & Profit Sharing Plan for DirectorsConley Rose, P.C. Savings & …$19MBath Fitter USA Retirement PlanBath Fitter USA Retirement P…$19MG&d Operating Holdings, LLC Retirement Savings PlanG&d Operating Holdings, LLC …$19MKroeschell, Inc. Contributory Profit Sharing/401(k) PlanKroeschell, Inc. Contributor…$19MDonley's 401(k) Retirement PlanDonley's 401(k) Retirement P…$19M
End-of-year total assets ($M) among Conley Rose, P.C. Savings & Profit Sharing Plan for Directors and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$19M
Net Income-$6M
Employer EIN760332926
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Conley Rose, P.C.)

Sponsor-wide plan assets over time

All Conley Rose, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 51.0768498707854% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.5M $38.5M ▲ +51.0%
Year Plans Participants Total Assets
2022 2 83 $25M
2023 2 80 $32M
2024 2 81 $38M

Nearby 401(k) Plans in Texas

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

Conley Rose, P.C. Savings & Profit Sharing Plan for Directors vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Conley Rose, P.C. Savings & Profit Sharing Plan for Directors, Total assets ($B): 0.018606846 · Participants: 63Conley Rose, P.C. Savings & Profit Sharing Plan for DirectorsAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Conley Rose, P.C. Savings & Profit Sharing Plan for Directors vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Conley Rose, P.C. Savings & Profit Sharing Plan for Directors side-by-side with 3 peers →

Conley Rose, P.C. Savings & Profit Sharing Plan for Directors's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bath Fitter USA Retirement Plan in TN ($19M); by covered participants it is Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan in WI (63 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Conley Rose, P.C. Savings & Profit Sharing Plan for Directors assets move in 2022? ▼
Conley Rose, P.C. Savings & Profit Sharing Plan for Directors declined sharply - down 24.5% during 2022, from $25M to $19M. Reported net income was -$6M.
How have Conley Rose, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Conley Rose, P.C.'s sponsor-wide assets grew 51.1%, from $25M to $38M.
Where does Conley Rose, P.C. Savings & Profit Sharing Plan for Directors rank by assets among Form 5500 filers? ▼
Conley Rose, P.C. Savings & Profit Sharing Plan for Directors ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Conley Rose, P.C. Savings & Profit Sharing Plan for Directors? ▼
Among 401(k) plans in other states, the closest by assets is Bath Fitter USA Retirement Plan in TN ($19M, 509 participants).
Which 401(k) plans cover a similar participant headcount to Conley Rose, P.C. Savings & Profit Sharing Plan for Directors? ▼
Among 401(k) plans in other states, the closest by covered participants is Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan in WI (63 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 760332926.

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.