401(k) · DOL Form 5500 · 2022
Maxwell, Locke & Ritter, LLP 401(k) Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 150
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $339,381
- Avg per participant High balance/head
Official DOL plan name: Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan · Sponsored by Maxwell, Locke & Ritter, LLP · Texas · Professional & Technical Services
$51M in assets, 150 participants
Maxwell, Locke & Ritter, LLP's Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan reported $51M in total assets and 150 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- #19,237 in Professional & Technical Services (21,562 peers)
Coverage in Texas
Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan covers 150 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $51M.
- #19,237
- in Professional & Technical Services (21,562 peers)
- -9.1%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan's outsized position by total assets
Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$50,907,193 Top 12% higher than 88% 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
Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (150 participants).
Form 5500 schedule snapshot
Filing strip 742900215 · Maxwell, Locke & Ritter, LLP PY 2022 · 401(k)
Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan · $51M · 150 · 88th
- PHOTO $51M
- PHOTO 150
- PHOTO 88th
- PHOTO 401(k)
- PHOTO near Terrapower, LLC 401(k) Plan
- PHOTO ind #19237
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 →
Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | -$5M |
| Employer EIN | 742900215 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Maxwell, Locke & Ritter, LLP)
Sponsor-wide plan assets over time
All Maxwell, Locke & Ritter, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $68M 33.99452411371415% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 150 | $51M |
| 2023 | 1 | 172 | $61M |
| 2024 | 1 | 177 | $68M |
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
Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Terrapower, LLC 401(k) Plan in WA ($51M); by covered participants it is American Office 401(k) Retirement Savings Plan in MD (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
- Terrapower, LLC 401(k) Plan (WA) $51M · 303
- Just Born, Inc. Savings and Investment Plan (Salaried) (PA) $51M · 147
- Twist Bioscience Corporation 401(k) Plan (CA) $51M · 893
- Intrafi Network LLC 401(k) Plan (VA) $51M · 215
Similar participant headcount
Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.
- American Office 401(k) Retirement Savings Plan (MD) 150 · 0 off
- H5 401(k) Plan (WA) 150 · 0 off
- Nova Mud Inc. 401(k) Profit Sharing Plan (NM) 150 · 0 off
- Po1k Retirement Plan (CA) 150 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.