401(k) · DOL Form 5500 · 2023

Craig, Terrill, Hamm, Grossman & Erwin, LLP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
24
Participants Small participant base
41st
Percentile by assets National rank
$172,066
Avg per participant Above avg balance/head
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Official DOL plan name: Craig, Terrill, Hale & Grantham, L.L.P. 401(k) Profit Sharing Plan · Sponsored by Craig, Terrill, Hamm, Grossman & Erwin, LLP · Texas · Professional & Technical Services

$4M in assets, 24 participants

Craig, Terrill, Hamm, Grossman & Erwin, LLP's Craig, Terrill, Hale & Grantham, L.L.P. 401(k) Profit Sharing Plan reported $4M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,777 in Professional & Technical Services (20,321 peers)

2023 asset change

Craig, Terrill, Hale & Grantham, L.L.P. 401(k) Profit Sharing Plan grew at a solid clip 8.4% in 2023 ($4M → $4M) for 24 participants.

#7,777
in Professional & Technical Services (20,321 peers)
+8.4%
assets growth YoY

Craig, Terrill, Hale & Grantham, L.L.P. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Craig, Terrill, Hale & Grantham, L.L.P. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,129,586 41st percentile higher than 41% of 127,068 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 2023

Craig, Terrill, Hale & Grantham, L.L.P. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Craig, Terrill, Hale & Grantham, L.L.P. 401(k) Profit Sharing Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Craig, Terrill, Hale & Grantham, L.L.P. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $319K in the plan year 2023 filing.
  • Craig, Terrill, Hale & Grantham, L.L.P. 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Craig, Terrill, Hale & Grantham, L.L.P. 401(k) Profit Sharing Plan reported participants fell from 26 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 752575773 · Craig, Terrill, Hamm, Grossman & Erwin, LLP PY 2023 · 401(k)

Craig, Terrill, Hale & Grantham, L.L.P. 401(k) Profit Sharing Plan · $4M · 24 · 41st

  • EOY $4M
  • 5500 24
  • ASSETS 41st
  • PCT 401(k)
  • EIN near Roihs 401(k) Profit Sharing Plan and Trust
  • RANK ind #7777

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 →

Craig, Terrill, Hale & Grantham, L.L.P. 401(k) Profit Sharing Plan in the asset neighbourhood

Craig, Terrill, Hale & Grantham, L.L.P. 401(k) Profit Sharing PlanCraig, Terrill, Hale & Grant…$4MRoihs 401(k) Profit Sharing Plan and TrustRoihs 401(k) Profit Sharing …$4MClosup I Inc. Retirement Savings PlanClosup I Inc. Retirement Sav…$4MLakeshore Employment Inc 401(k) Profit Sharing Plan and TrustLakeshore Employment Inc 401…$4MJames Rheim, M.D., Inc. 401(k) PlanJames Rheim, M.D., Inc. 401(…$4M
End-of-year total assets ($M) among Craig, Terrill, Hale & Grantham, L.L.P. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Craig, Terrill, Hamm, Grossman & Erwin, LLP years around the 2023 move

Sponsor-wide plan assets over time

All Craig, Terrill, Hamm, Grossman & Erwin, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$4M 8.36541542359774% vs 2022
2023 filing year
$3.7M$3.8M$3.9M$4M$4.1M$4.2M 20222023 $3.81M $4.13M ▲ +8.4%
Year Plans Participants Total Assets
2022 1 26 $4M
2023 1 24 $4M

2023 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$319K
Employer EIN752575773
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Craig, Terrill, Hale & Grantham, L.L.P. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Craig, Terrill, Hale & Grantham, L.L.P. 401(k) Profit Sharing Plan, Total assets ($B): 0.004129586 · Participants: 24Craig, Terrill, Hale & Grantham, L.L.P. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Craig, Terrill, Hale & Grantham, L.L.P. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Craig, Terrill, Hale & Grantham, L.L.P. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Craig, Terrill, Hale & Grantham, L.L.P. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Roihs 401(k) Profit Sharing Plan and Trust in GA ($4M); by covered participants it is Hopereid, Inc. Retirement Plan in PA (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Craig, Terrill, Hale & Grantham, L.L.P. 401(k) Profit Sharing Plan assets move in 2023? ▼
Craig, Terrill, Hale & Grantham, L.L.P. 401(k) Profit Sharing Plan grew at a solid clip - up 8.4% during 2023, from $4M to $4M. Reported net income was $319K.
How have Craig, Terrill, Hamm, Grossman & Erwin, LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Craig, Terrill, Hamm, Grossman & Erwin, LLP's sponsor-wide assets grew 8.4%, from $4M to $4M.
Which 401(k) plans are similar in size to Craig, Terrill, Hale & Grantham, L.L.P. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Roihs 401(k) Profit Sharing Plan and Trust in GA ($4M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Craig, Terrill, Hale & Grantham, L.L.P. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hopereid, Inc. Retirement Plan in PA (24 participants, $433K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 752575773.

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.