401(k) · DOL Form 5500 · 2023

Succession Institute LLC 401(k) Plan

Data updated 2026-08-25

$485K
Total assets Small plan by assets
4
Participants Small participant base
18th
Percentile by assets National rank
$121,334
Avg per participant Near avg balance/head
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Official DOL plan name: Succession Institute LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Succession Institute LLC · Texas · Professional & Technical Services

$485K in assets, 4 participants

Succession Institute LLC's Succession Institute LLC 401(k) Profit Sharing Plan & Trust reported $485K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,692 in Professional & Technical Services (20,321 peers)

Succession Institute LLC multi-year trail

Succession Institute LLC's plans moved +31.5% in assets from 2022 to 2024; this filing shows Succession Institute LLC 401(k) Profit Sharing Plan & Trust at $485K / 4 participants.

#2,692
in Professional & Technical Services (20,321 peers)
+40.7%
assets growth YoY

Succession Institute LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Succession Institute LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$485,336 18th percentile higher than 18% 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

Succession Institute LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Succession Institute LLC 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Succession Institute LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $20K in the plan year 2022 filing to $140K in the plan year 2023 filing.
  • Succession Institute LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $345K in the plan year 2022 filing to $485K in the plan year 2023 filing.
  • Succession Institute LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 261263665 · Succession Institute LLC PY 2023 · 401(k)

Succession Institute LLC 401(k) Profit Sharing Plan & Trust · $485K · 4 · 18th

  • BOY $485K
  • SCH 4
  • EBSA 18th
  • PART 401(k)
  • TYPE near Arreddy Corporation 401(k) Plan
  • NET ind #2692

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 →

Succession Institute LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Succession Institute LLC 401(k) Profit Sharing Plan & TrustSuccession Institute LLC 401…$485KArreddy Corporation 401(k) PlanArreddy Corporation 401(k) P…$485KResidential Construction Specialists Inc. 401(k) PlanResidential Construction Spe…$485KDreamworks Healthcare Corporation 401(k) PlanDreamworks Healthcare Corpor…$485KAdvanced System Consultants 401(k) TrustAdvanced System Consultants …$485K
End-of-year total assets ($M) among Succession Institute LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Succession Institute LLC multi-year asset trail

Sponsor-wide plan assets over time

All Succession Institute LLC plans reported in each filing year

Latest sponsor-wide plan assets
$453K 31.500298690979534% vs 2022
2024 filing year
$0.3M$0.35M$0.4M$0.45M$0.5M$0.55M 202220232024 $0.34M $0.45M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 5 $345K
2023 1 4 $485K
2024 1 5 $453K

Succession Institute LLC filing trail (2023)

Total Assets (Beginning of Year)$345K
Net Assets (End of Year)$485K
Net Income$140K
Employer EIN261263665
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Succession Institute LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Succession Institute LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000485336 · Participants: 4Succession Institute LLC 401(k) Profit Sharing Plan & TrustAT&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
Succession Institute LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Succession Institute LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Succession Institute LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Arreddy Corporation 401(k) Plan in FL ($485K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Succession Institute LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Succession Institute LLC 401(k) Profit Sharing Plan & Trust surged - up 40.7% during 2023, from $345K to $485K. Reported net income was $140K.
How have Succession Institute LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Succession Institute LLC's sponsor-wide assets grew 31.5%, from $345K to $453K.
Where does Succession Institute LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Succession Institute LLC 401(k) Profit Sharing Plan & Trust ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Succession Institute LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Arreddy Corporation 401(k) Plan in FL ($485K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Succession Institute LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 261263665.

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.