401(k) · DOL Form 5500 · 2022

Larson Newman, LLP 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
10
Participants Small participant base
42nd
Percentile by assets National rank
$317,946
Avg per participant High balance/head
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Official DOL plan name: Larson Newman LLP Retirement Plan · Sponsored by Larson Newman, LLP · Texas · Professional & Technical Services

$3M in assets, 10 participants

Larson Newman, LLP's Larson Newman LLP Retirement Plan reported $3M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,361 in Professional & Technical Services (21,562 peers)

Larson Newman, LLP multi-year trail

Larson Newman, LLP's plans moved +15.0% in assets from 2022 to 2024; this filing shows Larson Newman LLP Retirement Plan at $3M / 10 participants.

#8,361
in Professional & Technical Services (21,562 peers)
-2.3%
assets change YoY

The plan reported a net loss of $75K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Larson Newman LLP Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Larson Newman LLP Retirement Plan vs every filed plan by assets

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

$3,179,461 42nd percentile higher than 42% 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

Larson Newman LLP Retirement 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. Larson Newman LLP Retirement Plan is a micro filing (10 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 204340109 · Larson Newman, LLP PY 2022 · 401(k)

Larson Newman LLP Retirement Plan · $3M · 10 · 42nd

  • NET $3M
  • BOOK 10
  • VS-ST 42nd
  • BOY 401(k)
  • SCH near The Latacora 401(k) Plan
  • EBSA ind #8361

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 →

Larson Newman LLP Retirement Plan in the asset neighbourhood

Larson Newman LLP Retirement PlanLarson Newman LLP Retirement…$3MThe Latacora 401(k) Plan$3MColorescience Retirement Savings PlanColorescience Retirement Sav…$3MMagaya Corporation 401(k) PlanMagaya Corporation 401(k) Pl…$3MLocal 18 International Union of Operating Engineers 401(k) PlanLocal 18 International Union…$3M
End-of-year total assets ($M) among Larson Newman LLP Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Larson Newman, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Larson Newman, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$4M 15.038114950930362% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M 202220232024 $3.18M $3.66M ▲ +15.1%
Year Plans Participants Total Assets
2022 1 10 $3M
2023 1 8 $3M
2024 1 7 $4M

Larson Newman, LLP filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$75K
Employer EIN204340109
Plan Effective Date2006-02-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Larson Newman LLP Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Larson Newman LLP Retirement Plan, Total assets ($B): 0.003179461 · Participants: 10Larson Newman LLP Retirement 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
Larson Newman LLP Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Larson Newman LLP Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Latacora 401(k) Plan in IL ($3M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Larson Newman LLP Retirement Plan assets move in 2022?
Larson Newman LLP Retirement Plan edged down modestly - down 2.3% during 2022, from $3M to $3M. Reported net income was -$75K.
How have Larson Newman, LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Larson Newman, LLP's sponsor-wide assets grew 15.0%, from $3M to $4M.
Which 401(k) plans are similar in size to Larson Newman LLP Retirement Plan?
Among 401(k) plans in other states, the closest by assets is The Latacora 401(k) Plan in IL ($3M, 35 participants).
Which 401(k) plans cover a similar participant headcount to Larson Newman LLP Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $2M in assets).