Defined Benefit (Pension) · DOL Form 5500 · 2022

Terrill & Waldrop PLLC Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
40th
Percentile by assets National rank
$497,754
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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

$3M in assets, 6 participants

Terrill & Waldrop PLLC's Terrill & Waldrop PLLC Cash Balance Plan and Trust reported $3M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #8,121 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 Cash Balance Plan and Trust at $3M / 6 participants.

#8,121
in Professional & Technical Services (21,562 peers)
+1.8%
assets growth YoY

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

Terrill & Waldrop PLLC Cash Balance Plan and Trust vs every filed plan by assets

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

$2,986,523 40th percentile higher than 40% 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 Cash Balance 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 Cash Balance Plan and Trust is a micro filing (6 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 810946217 · Terrill & Waldrop PLLC PY 2022 · Defined Benefit (Pension)

Terrill & Waldrop PLLC Cash Balance Plan and Trust · $3M · 6 · 40th

  • BOY $3M
  • SCH 6
  • EBSA 40th
  • PART Defined Benefit (Pension)
  • TYPE near New Bedford Fishermen's Pension Fund
  • NET ind #8121

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 Cash Balance Plan and Trust in the asset neighbourhood

Terrill & Waldrop PLLC Cash Balance Plan and TrustTerrill & Waldrop PLLC Cash …$3MNew Bedford Fishermen's Pension FundNew Bedford Fishermen's Pens…$3MDietz & Watson, Inc. Defined Benefit Pension PlanDietz & Watson, Inc. Defined…$3MLake Shore, Inc. Steelworkers Pension PlanLake Shore, Inc. Steelworker…$3MCsic Corporation Defined Benefit PlanCsic Corporation Defined Ben…$3M
End-of-year total assets ($M) among Terrill & Waldrop PLLC Cash Balance Plan and Trust and nearest nationwide Defined Benefit (Pension) 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)$3M
Net Assets (End of Year)$3M
Net Income$52K
Employer EIN810946217
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Terrill & Waldrop PLLC Cash Balance Plan and Trust vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Terrill & Waldrop PLLC Cash Balance Plan and Trust, Total assets ($B): 0.002986523 · Participants: 6Terrill & Waldrop PLLC Cash Balance Plan and TrustAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
Terrill & Waldrop PLLC Cash Balance Plan and Trust vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Terrill & Waldrop PLLC Cash Balance Plan and Trust side-by-side with 3 peers →

Terrill & Waldrop PLLC Cash Balance Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is New Bedford Fishermen's Pension Fund in MA ($3M); by covered participants it is Wuiteng Koh, Dds, Ms, Ps Defined Benefit Plan in WA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Cash Balance Plan and Trust assets move in 2022? ▼
Terrill & Waldrop PLLC Cash Balance Plan and Trust edged up modestly - up 1.8% during 2022, from $3M to $3M. Reported net income was $52K.
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 Defined Benefit (Pension) plans are similar in size to Terrill & Waldrop PLLC Cash Balance Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is New Bedford Fishermen's Pension Fund in MA ($3M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Terrill & Waldrop PLLC Cash Balance Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wuiteng Koh, Dds, Ms, Ps Defined Benefit Plan in WA (6 participants, N/A 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.