401(k) · DOL Form 5500 · 2022

Pannell Kerr Forster of Texas PC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
134
Participants Small participant base
83rd
Percentile by assets National rank
$233,172
Avg per participant Above avg balance/head
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Official DOL plan name: Pannell Kerr Forster of Texas, P.C. 401(k) Plan · Sponsored by Pannell Kerr Forster of Texas PC · Texas · Professional & Technical Services

$31M in assets, 134 participants

Pannell Kerr Forster of Texas PC's Pannell Kerr Forster of Texas, P.C. 401(k) Plan reported $31M in total assets and 134 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #18,102 in Professional & Technical Services (21,562 peers)

Coverage in Texas

Pannell Kerr Forster of Texas, P.C. 401(k) Plan covers 134 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $31M.

#18,102
in Professional & Technical Services (21,562 peers)
-15.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pannell Kerr Forster of Texas, P.C. 401(k) Plan's outsized position by total assets

Pannell Kerr Forster of Texas, P.C. 401(k) Plan vs every filed plan by assets

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

$31,245,024 Top 17% higher than 83% 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

Pannell Kerr Forster of Texas, P.C. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pannell Kerr Forster of Texas, P.C. 401(k) Plan sits mid-pack in the medium band (134 participants).

Published 5500 schedule card

Filing strip 760356844 · Pannell Kerr Forster of Texas PC PY 2022 · 401(k)

Pannell Kerr Forster of Texas, P.C. 401(k) Plan · $31M · 134 · 83rd

  • PCT $31M
  • EIN 134
  • RANK 83rd
  • PHOTO 401(k)
  • IND near Feldmeier Equipment, Inc. 401(k) Plan
  • EOY ind #18102

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 →

Pannell Kerr Forster of Texas, P.C. 401(k) Plan in the asset neighbourhood

Pannell Kerr Forster of Texas, P.C. 401(k) PlanPannell Kerr Forster of Texa…$31MActega North America 401(k) PlanActega North America 401(k) …$31MFeldmeier Equipment, Inc. 401(k) PlanFeldmeier Equipment, Inc. 40…$31MAnesthesia Associates of New Mexico, P.C. 401(k) Profit Sharing PlanAnesthesia Associates of New…$31MMando America Corporation Retirement PlanMando America Corporation Re…$31M
End-of-year total assets ($M) among Pannell Kerr Forster of Texas, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$31M
Net Income-$6M
Employer EIN760356844
Plan Effective Date1992-01-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Pannell Kerr Forster of Texas PC)

Sponsor-wide plan assets over time

All Pannell Kerr Forster of Texas PC plans reported in each filing year

Latest sponsor-wide plan assets
$43M 38.9521800335311% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.3M $43.4M ▲ +38.9%
Year Plans Participants Total Assets
2022 1 134 $31M
2023 1 136 $38M
2024 1 149 $43M

Nearby 401(k) Plans in Texas

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

Pannell Kerr Forster of Texas, P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Pannell Kerr Forster of Texas, P.C. 401(k) Plan, Total assets ($B): 0.031245024 · Participants: 134Pannell Kerr Forster of Texas, P.C. 401(k) 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
Pannell Kerr Forster of Texas, P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Pannell Kerr Forster of Texas, P.C. 401(k) Plan side-by-side with 3 peers →

Pannell Kerr Forster of Texas, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Feldmeier Equipment, Inc. 401(k) Plan in NY ($31M); by covered participants it is The Blain Companies 401(k) Profit Sharing Plan in MS (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Pannell Kerr Forster of Texas, P.C. 401(k) Plan assets move in 2022? ▼
Pannell Kerr Forster of Texas, P.C. 401(k) Plan declined sharply - down 15.2% during 2022, from $37M to $31M. Reported net income was -$6M.
How have Pannell Kerr Forster of Texas PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pannell Kerr Forster of Texas PC's sponsor-wide assets grew 39.0%, from $31M to $43M.
Where does Pannell Kerr Forster of Texas, P.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Pannell Kerr Forster of Texas, P.C. 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Pannell Kerr Forster of Texas, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Feldmeier Equipment, Inc. 401(k) Plan in NY ($31M, 398 participants).
Which 401(k) plans cover a similar participant headcount to Pannell Kerr Forster of Texas, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Blain Companies 401(k) Profit Sharing Plan in MS (134 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 760356844.

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.