Profit Sharing · DOL Form 5500 · 2022
Ogletree Deakins Nash Smoak & Stewart Profit Sharing Plan
Data updated 2026-08-25
- $191M
- Total assets Near avg plan size
- 2,107
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $90,593
- Avg per participant Below avg balance/head
Official DOL plan name: Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart · Sponsored by Ogletree Deakins Nash Smoak & Stewart · South Carolina · Professional & Technical Services
$191M in assets, 2,107 participants
Ogletree Deakins Nash Smoak & Stewart's Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart reported $191M in total assets and 2,107 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #20,816 in Professional & Technical Services (21,562 peers)
Coverage in South Carolina
Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart covers 2,107 participants in South Carolina, 5.7x the typical South Carolina plan (state average ~369 per filing). Assets: $191M.
- #20,816
- in Professional & Technical Services (21,562 peers)
- -15.8%
- assets change YoY
- 1.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $36M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart's outsized position by total assets
Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$190,880,155 Top 5% higher than 95% 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
Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart lands in the large band (2,107 participants).
Form 5500 schedule snapshot
Filing strip 571044820 · Ogletree Deakins Nash Smoak & Stewart PY 2022 · Profit Sharing
Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart · $191M · 2,107 · 95th
- BOY $191M
- SCH 2,107
- EBSA 95th
- PART Profit Sharing
- TYPE near Cement and Concrete Workers DC Annuity Fund
- NET ind #20816
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 South Carolina →
Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $227M |
|---|---|
| Net Assets (End of Year) | $191M |
| Net Income | -$36M |
| Employer EIN | 571044820 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ogletree Deakins Nash Smoak & Stewart)
Sponsor-wide plan assets over time
All Ogletree Deakins Nash Smoak & Stewart plans reported in each filing year
- Latest sponsor-wide plan assets
- $647M 36.443452860359% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 4,379 | $474M |
| 2023 | 2 | 4,619 | $564M |
| 2024 | 2 | 4,590 | $647M |
Nearby Profit Sharing Plans in South Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Prisma Health Retirement Savings Plan $1.6B · 27,548
- Uma Retirement Plan $646M · 2,372
- Scansource, Inc. 401(k) Plan $193M · 1,547
- Usc School of Medicine Educational Trust Retirement Plan $38M · 200
- Uricchio, Howe & Krell, P. a. Profit Sharing Plan $17M · 16
Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart's out-of-state Profit Sharing peers by assets and headcount
Outside South Carolina, the nearest Profit Sharing by assets is Cement and Concrete Workers DC Annuity Fund in NY ($190M); by covered participants it is Sarco Employees Retirement Plan in PR (2,101 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($191M here).
- Cement and Concrete Workers DC Annuity Fund (NY) $190M · 1,396
- IBEW Local 43 and Electrical Contractors Annuity F (NY) $195M · 1,547
- Bridgeport Hospital Employer Contribution Retirement Plan (CT) $187M · 4,221
- Enloe Medical Center Defined Contribution Retirement Plan (CA) $186M · 3,049
Similar participant headcount
Nearest other-state filings by covered participants (2,107 participants); asset peers above are excluded.
- Sarco Employees Retirement Plan (PR) 2,101 · 6 off
- IBEW Local No. 236 Annuity Plan (NY) 2,101 · 6 off
- Carpenter Co. Profit-Sharing Plan (VA) 2,096 · 11 off
- Jefferson University Physicians Voluntary 403(b) Tda Plan (PA) 2,095 · 12 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.