401(k) · DOL Form 5500 · 2022

Polunsky & Beitel, P.C. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
217
Participants Below avg headcount
54th
Percentile by assets National rank
$26,752
Avg per participant Low balance/head
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Official DOL plan name: Polunsky & Beitel, P.C. 401(k) Plan · Sponsored by Polunsky & Beitel, P.C. · Texas · Professional & Technical Services

$6M in assets, 217 participants

Polunsky & Beitel, P.C.'s Polunsky & Beitel, P.C. 401(k) Plan reported $6M in total assets and 217 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #11,120 in Professional & Technical Services (21,562 peers)

Coverage in Texas

Polunsky & Beitel, P.C. 401(k) Plan covers 217 participants in Texas, about 32% of the average Texas filer (state average ~688 per filing). Assets: $6M.

#11,120
in Professional & Technical Services (21,562 peers)
-18.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Polunsky & Beitel, P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Polunsky & Beitel, P.C. 401(k) Plan vs every filed plan by assets

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

$5,805,131 Top 46% higher than 54% 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

Polunsky & Beitel, P.C. 401(k) 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. Polunsky & Beitel, P.C. 401(k) Plan sits mid-pack in the medium band (217 participants).

DOL schedule card

Filing strip 741935175 · Polunsky & Beitel, P.C. PY 2022 · 401(k)

Polunsky & Beitel, P.C. 401(k) Plan · $6M · 217 · 54th

  • SCH $6M
  • SCH 217
  • SCH 54th
  • SCH 401(k)
  • SCH near Pep, Inc. Employees' 401(k) Plan
  • SCH ind #11120

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 →

Polunsky & Beitel, P.C. 401(k) Plan in the asset neighbourhood

Polunsky & Beitel, P.C. 401(k) PlanPolunsky & Beitel, P.C. 401(…$6MPep, Inc. Employees' 401(k) PlanPep, Inc. Employees' 401(k) …$6MTastemade 401(k) Plan$6MK-N Companies 401(k) Plan$6MThe Parrott Group, Inc. 401(k) Salary Reduction PlanThe Parrott Group, Inc. 401(…$6M
End-of-year total assets ($M) among Polunsky & Beitel, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN741935175
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Polunsky & Beitel, P.C.)

Sponsor-wide plan assets over time

All Polunsky & Beitel, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 20.472854100966885% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.81M $6.99M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 217 $6M
2023 1 142 $6M
2024 1 130 $7M

Nearby 401(k) Plans in Texas

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

Polunsky & Beitel, P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Polunsky & Beitel, P.C. 401(k) Plan, Total assets ($B): 0.005805131 · Participants: 217Polunsky & Beitel, P.C. 401(k) 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
Polunsky & Beitel, P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Polunsky & Beitel, P.C. 401(k) Plan side-by-side with 3 peers →

Polunsky & Beitel, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Pep, Inc. Employees' 401(k) Plan in MD ($6M); by covered participants it is Royal Crest Dairy, Inc. 401(k) Plan in CO (217 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (217 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 Polunsky & Beitel, P.C. 401(k) Plan assets move in 2022? ▼
Polunsky & Beitel, P.C. 401(k) Plan declined sharply - down 18.9% during 2022, from $7M to $6M. Reported net income was -$1M.
How have Polunsky & Beitel, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Polunsky & Beitel, P.C.'s sponsor-wide assets grew 20.5%, from $6M to $7M.
Which 401(k) plans are similar in size to Polunsky & Beitel, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pep, Inc. Employees' 401(k) Plan in MD ($6M, 186 participants).
Which 401(k) plans cover a similar participant headcount to Polunsky & Beitel, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Royal Crest Dairy, Inc. 401(k) Plan in CO (217 participants, $6M 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 741935175.

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.