401(k) · DOL Form 5500 · 2022
Courtney, Countiss, Brian & Bailey, L.L.P. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $483,305
- Avg per participant High balance/head
Official DOL plan name: Courtney, Countiss, Brian & Bailey 401(k) Plan · Sponsored by Courtney, Countiss, Brian & Bailey, L.L.P. · Texas · Professional & Technical Services
$4M in assets, 9 participants
Courtney, Countiss, Brian & Bailey, L.L.P.'s Courtney, Countiss, Brian & Bailey 401(k) Plan reported $4M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.
- #9,770 in Professional & Technical Services (21,562 peers)
Courtney, Countiss, Brian & Bailey, L.L.P. multi-year trail
Courtney, Countiss, Brian & Bailey, L.L.P.'s plans moved -20.0% in assets from 2022 to 2024; this filing shows Courtney, Countiss, Brian & Bailey 401(k) Plan at $4M / 9 participants.
- #9,770
- in Professional & Technical Services (21,562 peers)
- -20.5%
- 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.
Courtney, Countiss, Brian & Bailey 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Courtney, Countiss, Brian & Bailey 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,349,747 48th percentile higher than 48% 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
Courtney, Countiss, Brian & Bailey 401(k) Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Courtney, Countiss, Brian & Bailey 401(k) Plan is a micro filing (9 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 861082025 · Courtney, Countiss, Brian & Bailey, L.L.P. PY 2022 · 401(k)
Courtney, Countiss, Brian & Bailey 401(k) Plan · $4M · 9 · 48th
- SCH $4M
- SCH 9
- SCH 48th
- SCH 401(k)
- SCH near Resource Recycling Systems Inc 401(k) Profit Sharing Plan & Trust
- SCH ind #9770
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 →
Courtney, Countiss, Brian & Bailey 401(k) Plan in the asset neighbourhood
Courtney, Countiss, Brian & Bailey, L.L.P. multi-year asset trail
Sponsor-wide plan assets over time
All Courtney, Countiss, Brian & Bailey, L.L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 20.026153245234724% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $4M |
| 2023 | 1 | 9 | $5M |
| 2024 | 1 | 7 | $3M |
Courtney, Countiss, Brian & Bailey, L.L.P. filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$1M |
| Employer EIN | 861082025 |
| Plan Effective Date | 2004-02-01 |
| Filing Status | FILING RECEIVED |
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
Courtney, Countiss, Brian & Bailey 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Resource Recycling Systems Inc 401(k) Profit Sharing Plan & Trust in MI ($4M); by covered participants it is Mercom Incorporated 401(k) Plan in SC (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.
- Mercom Incorporated 401(k) Plan (SC) 9 · 0 off
- Huntsville Reproductive Medicine, PC 401(k) Profit Sharing Plan (AL) 9 · 0 off
- Napa Bound Retirement Plan (FL) 9 · 0 off
- J&r Kramer, Inc. Retirement Plan (VT) 9 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.