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
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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

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

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

Twist Bioscience Corporation 401(k) PlanTwist Bioscience Corporation…$51MMaxwell, Locke & Ritter, LLP 401(k) Profit Sharing PlanMaxwell, Locke & Ritter, LLP…$51MTerrapower, LLC 401(k) Plan$51MJust Born, Inc. Savings and Investment Plan (Salaried)Just Born, Inc. Savings and …$51MIntrafi Network LLC 401(k) PlanIntrafi Network LLC 401(k) P…$51M
End-of-year total assets ($M) among Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$51M
Net Income-$5M
Employer EIN742900215
Plan Effective Date1992-01-01
Filing StatusFILING 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
$40M$50M$60M$70M 202220232024 $50.9M $68.2M ▲ +34.0%
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.

Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.050907193 · Participants: 150Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing PlanAT&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
Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.

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 Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan assets move in 2022?
Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan pulled back noticeably - down 9.1% during 2022, from $56M to $51M. Reported net income was -$5M.
How have Maxwell, Locke & Ritter, LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Maxwell, Locke & Ritter, LLP's sponsor-wide assets grew 34.0%, from $51M to $68M.
Where does Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan ranks in the 88th 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 Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Terrapower, LLC 401(k) Plan in WA ($51M, 303 participants).
Which 401(k) plans cover a similar participant headcount to Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is American Office 401(k) Retirement Savings Plan in MD (150 participants, N/A in assets).