401(k) · DOL Form 5500 · 2022

Graves, Dougherty, Hearon & Moody a Professional Corporation 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
64
Participants Small participant base
87th
Percentile by assets National rank
$717,058
Avg per participant High balance/head
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Official DOL plan name: Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust · Sponsored by Graves, Dougherty, Hearon & Moody a Professional Corporation · Texas · Professional & Technical Services

$46M in assets, 64 participants

Graves, Dougherty, Hearon & Moody a Professional Corporation's Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust reported $46M in total assets and 64 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #19,023 in Professional & Technical Services (21,562 peers)

Where Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust sits by assets

Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $46M for 64 participants (~$717,058/participant), down 22.4% in 2022.

#19,023
in Professional & Technical Services (21,562 peers)
-22.4%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust's outsized position by total assets

Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust vs every filed plan by assets

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

$45,891,742 Top 13% higher than 87% 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

Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust is a small filing (64 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 742587674 · Graves, Dougherty, Hearon & Moody a Professional Corporation PY 2022 · 401(k)

Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust · $46M · 64 · 87th

  • BOOK $46M
  • VS-ST 64
  • BOY 87th
  • SCH 401(k)
  • EBSA near Allgeier, Martin & Associates, Inc. Employees 401(k) Profit Sharing Plan
  • PART ind #19023

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 →

Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust in the asset neighbourhood

Disability Management Services, Inc 401(k) Retirement PlanDisability Management Servic…$46MRose International 401(k) PlanRose International 401(k) Pl…$46MThe Crosby Company of New Hampshire, LLC 401(k) PlanThe Crosby Company of New Ha…$46MGraves, Dougherty, Hearon & Moody 401(k) Plan and TrustGraves, Dougherty, Hearon & …$46MAllgeier, Martin & Associates, Inc. Employees 401(k) Profit Sharing PlanAllgeier, Martin & Associate…$46M
End-of-year total assets ($M) among Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$46M
Net Income-$13M
Employer EIN742587674
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Graves, Dougherty, Hearon & Moody a Professional Corporation)

Sponsor-wide plan assets over time

All Graves, Dougherty, Hearon & Moody a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$56M 21.433180723451294% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $45.9M $55.7M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 64 $46M
2023 1 65 $50M
2024 1 60 $56M

Nearby 401(k) Plans in Texas

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

Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust, Total assets ($B): 0.045891742 · Participants: 64Graves, Dougherty, Hearon & Moody 401(k) 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
Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust side-by-side with 3 peers →

Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Allgeier, Martin & Associates, Inc. Employees 401(k) Profit Sharing Plan in MO ($46M); by covered participants it is Boise Floor Covering and Design Profit Sharing and 401(k) Plan in ID (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust assets move in 2022? ▼
Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust declined sharply - down 22.4% during 2022, from $59M to $46M. Reported net income was -$13M.
How have Graves, Dougherty, Hearon & Moody a Professional Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Graves, Dougherty, Hearon & Moody a Professional Corporation's sponsor-wide assets grew 21.4%, from $46M to $56M.
Where does Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust ranks in the 87th 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 Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Allgeier, Martin & Associates, Inc. Employees 401(k) Profit Sharing Plan in MO ($46M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Boise Floor Covering and Design Profit Sharing and 401(k) Plan in ID (64 participants, $4M 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 742587674.

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.