401(k) · DOL Form 5500 · 2022

Harris, Finley, & Bogle, P.C. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
61
Participants Small participant base
79th
Percentile by assets National rank
$363,068
Avg per participant High balance/head
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Official DOL plan name: Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust · Sponsored by Harris, Finley, & Bogle, P.C. · Texas · Professional & Technical Services

$22M in assets, 61 participants

Harris, Finley, & Bogle, P.C.'s Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust reported $22M in total assets and 61 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #17,053 in Professional & Technical Services (21,562 peers)

Where Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust sits by assets

Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $22M for 61 participants (~$363,068/participant), down 6.4% in 2022.

#17,053
in Professional & Technical Services (21,562 peers)
-6.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$22,147,125 Top 21% higher than 79% 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

Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust is a small filing (61 participants) on this national headcount ladder.

DOL schedule card

Filing strip 751564934 · Harris, Finley, & Bogle, P.C. PY 2022 · 401(k)

Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust · $22M · 61 · 79th

  • EBSA $22M
  • EBSA 61
  • EBSA 79th
  • EBSA 401(k)
  • EBSA near Sumiriko Tennessee, Inc. 401(k) Savings Plan
  • EBSA ind #17053

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 →

Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and TrustHarris, Finley & Bogle, P.C.…$22MSumiriko Tennessee, Inc. 401(k) Savings PlanSumiriko Tennessee, Inc. 401…$22MIntegrated Supply Network Retirement PlanIntegrated Supply Network Re…$22MBrenner, Saltzman & Wallman Employees' 401(k) Ps PlanBrenner, Saltzman & Wallman …$22MThe Morning Consult LLC 401(k)) Profit Sharing PlanThe Morning Consult LLC 401(…$22M
End-of-year total assets ($M) among Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$22M
Net Income-$2M
Employer EIN751564934
Plan Effective Date1977-08-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Harris, Finley, & Bogle, P.C.)

Sponsor-wide plan assets over time

All Harris, Finley, & Bogle, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 24.31448777211489% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $22.2M $27.5M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 61 $22M
2023 1 67 $24M
2024 1 73 $28M

Nearby 401(k) Plans in Texas

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

Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.022147125 · Participants: 61Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and TrustAT&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
Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Sumiriko Tennessee, Inc. 401(k) Savings Plan in TN ($22M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 6.4% during 2022, from $24M to $22M. Reported net income was -$2M.
How have Harris, Finley, & Bogle, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harris, Finley, & Bogle, P.C.'s sponsor-wide assets grew 24.3%, from $22M to $28M.
Where does Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust ranks in the 79th 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 Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sumiriko Tennessee, Inc. 401(k) Savings Plan in TN ($22M, 1,425 participants).
Which 401(k) plans cover a similar participant headcount to Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sri Technologies, Inc. Retirement Savings Plan in IL (61 participants, $704K 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 751564934.

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.