401(k) · DOL Form 5500 · 2022

Terrill & Waldrop PLLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
37th
Percentile by assets National rank
$316,994
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Terrill & Waldrop PLLC Profit Sharing Plan and Trust · Sponsored by Terrill & Waldrop PLLC · Texas · Professional & Technical Services

$3M in assets, 8 participants

Terrill & Waldrop PLLC's Terrill & Waldrop PLLC Profit Sharing Plan and Trust reported $3M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #7,425 in Professional & Technical Services (21,562 peers)

Terrill & Waldrop PLLC multi-year trail

Terrill & Waldrop PLLC's plans moved +21.8% in assets from 2022 to 2024; this filing shows Terrill & Waldrop PLLC Profit Sharing Plan and Trust at $3M / 8 participants.

#7,425
in Professional & Technical Services (21,562 peers)
-59.0%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Terrill & Waldrop PLLC Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Terrill & Waldrop PLLC Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,535,952 37th percentile higher than 37% 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

Terrill & Waldrop PLLC Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Terrill & Waldrop PLLC Profit Sharing Plan and Trust is a micro filing (8 participants), the leftmost band.

DOL schedule card

Filing strip 810946217 · Terrill & Waldrop PLLC PY 2022 · 401(k)

Terrill & Waldrop PLLC Profit Sharing Plan and Trust · $3M · 8 · 37th

  • PCT $3M
  • EIN 8
  • RANK 37th
  • PHOTO 401(k)
  • IND near 50th State Management Corporation 401(k) Retirement Savings Plan
  • EOY ind #7425

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 →

Terrill & Waldrop PLLC Profit Sharing Plan and Trust in the asset neighbourhood

Terrill & Waldrop PLLC Profit Sharing Plan and TrustTerrill & Waldrop PLLC Profi…$3M50th State Management Corporation 401(k) Retirement Savings Plan50th State Management Corpor…$3MGold Beach Lumber Yard, Inc. 401(k) Profit Sharing PlanGold Beach Lumber Yard, Inc.…$3MContinental Bancorporation Profit Sharing PlanContinental Bancorporation P…$3MHydro Systems, Inc. 401(k) PlanHydro Systems, Inc. 401(k) P…$3M
End-of-year total assets ($M) among Terrill & Waldrop PLLC Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Terrill & Waldrop PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Terrill & Waldrop PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 21.773045600025352% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.52M $6.72M ▲ +21.7%
Year Plans Participants Total Assets
2022 2 14 $6M
2023 2 15 $6M
2024 2 15 $7M

Terrill & Waldrop PLLC filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$3M
Net Income-$4M
Employer EIN810946217
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Terrill & Waldrop PLLC 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 ($B) Participants Terrill & Waldrop PLLC Profit Sharing Plan and Trust, Total assets ($B): 0.002535952 · Participants: 8Terrill & Waldrop PLLC 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
Terrill & Waldrop PLLC Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Terrill & Waldrop PLLC Profit Sharing Plan and Trust side-by-side with 3 peers →

Terrill & Waldrop PLLC 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 50th State Management Corporation 401(k) Retirement Savings Plan in HI ($3M); by covered participants it is Ph Financial Services Inc 401(k) Profit Sharing Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Terrill & Waldrop PLLC Profit Sharing Plan and Trust assets move in 2022? ▼
Terrill & Waldrop PLLC Profit Sharing Plan and Trust contracted severely - down 59.0% during 2022, from $6M to $3M. Reported net income was -$4M.
How have Terrill & Waldrop PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Terrill & Waldrop PLLC's sponsor-wide assets grew 21.8%, from $6M to $7M.
Which 401(k) plans are similar in size to Terrill & Waldrop PLLC Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is 50th State Management Corporation 401(k) Retirement Savings Plan in HI ($3M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Terrill & Waldrop PLLC Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ph Financial Services Inc 401(k) Profit Sharing Plan in CA (8 participants, $5M 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 810946217.

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.