401(k) · DOL Form 5500 · 2023
Abernathy, Roeder, Boyd & Hullett, P.C. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 55
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $138,892
- Avg per participant Near avg balance/head
Official DOL plan name: Abernathy, Roeder, Boyd & Hullett, P.C. 401(k) Profit Sharing Plan and Trust · Sponsored by Abernathy, Roeder, Boyd & Hullett, P.C. · Texas · Professional & Technical Services
$8M in assets, 55 participants
Abernathy, Roeder, Boyd & Hullett, P.C.'s Abernathy, Roeder, Boyd & Hullett, P.C. 401(k) Profit Sharing Plan and Trust reported $8M in total assets and 55 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.
- #10,410 in Professional & Technical Services (20,321 peers)
Abernathy, Roeder, Boyd & Hullett, P.C. multi-year trail
Abernathy, Roeder, Boyd & Hullett, P.C.'s plans moved +13.3% in assets from 2022 to 2024; this filing shows Abernathy, Roeder, Boyd & Hullett, P.C. 401(k) Profit Sharing Plan and Trust at $8M / 55 participants.
- #10,410
- in Professional & Technical Services (20,321 peers)
- -4.4%
- assets change YoY
The plan reported a net loss of $353K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Abernathy, Roeder, Boyd & Hullett, P.C. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Abernathy, Roeder, Boyd & Hullett, P.C. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,639,034 Top 47% higher than 53% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Abernathy, Roeder, Boyd & Hullett, P.C. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Abernathy, Roeder, Boyd & Hullett, P.C. 401(k) Profit Sharing Plan and Trust is a small filing (55 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Abernathy, Roeder, Boyd & Hullett, P.C. 401(k) Profit Sharing Plan and Trust reported net income rose from -$982K in the plan year 2022 filing to -$353K in the plan year 2023 filing.
- Abernathy, Roeder, Boyd & Hullett, P.C. 401(k) Profit Sharing Plan and Trust end-of-year assets fell from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Abernathy, Roeder, Boyd & Hullett, P.C. 401(k) Profit Sharing Plan and Trust reported participants rose from 53 in the plan year 2022 filing to 55 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 752219116 · Abernathy, Roeder, Boyd & Hullett, P.C. PY 2023 · 401(k)
Abernathy, Roeder, Boyd & Hullett, P.C. 401(k) Profit Sharing Plan and Trust · $8M · 55 · 53rd
- TYPE $8M
- NET 55
- BOOK 53rd
- VS-ST 401(k)
- BOY near Kdg Development & Construction Consulting 401(k) Plan
- SCH ind #10410
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 →
Abernathy, Roeder, Boyd & Hullett, P.C. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Abernathy, Roeder, Boyd & Hullett, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Abernathy, Roeder, Boyd & Hullett, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 13.281248729278877% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 53 | $8M |
| 2023 | 1 | 55 | $8M |
| 2024 | 1 | 56 | $9M |
Abernathy, Roeder, Boyd & Hullett, P.C. filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$353K |
| Employer EIN | 752219116 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Abernathy, Roeder, Boyd & Hullett, P.C. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Kdg Development & Construction Consulting 401(k) Plan in CA ($8M); by covered participants it is Verico Technology LLC 401(k) Plan in NH (55 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (55 participants); asset peers above are excluded.
- Verico Technology LLC 401(k) Plan (NH) 55 · 0 off
- Michigan City Paper Box Company Profit Sharing & Savings Plan (IN) 55 · 0 off
- Aceco Machine Works, Inc. 401(k) Plan (ID) 55 · 0 off
- Dinse P.C. Retirement Plan (VT) 55 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.