401(k) · DOL Form 5500 · 2022
Naman Howell Smith & Lee, PLLC 401(k) Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 113
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $355,430
- Avg per participant High balance/head
Official DOL plan name: Naman Howell Smith & Lee, PLLC Employees Profit Sharing Plan and Trust · Sponsored by Naman Howell Smith & Lee, PLLC · Texas · Professional & Technical Services
$40M in assets, 113 participants
Naman Howell Smith & Lee, PLLC's Naman Howell Smith & Lee, PLLC Employees Profit Sharing Plan and Trust reported $40M in total assets and 113 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- #18,761 in Professional & Technical Services (21,562 peers)
Coverage in Texas
Naman Howell Smith & Lee, PLLC Employees Profit Sharing Plan and Trust covers 113 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $40M.
- #18,761
- in Professional & Technical Services (21,562 peers)
- +8.3%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Naman Howell Smith & Lee, PLLC Employees Profit Sharing Plan and Trust's outsized position by total assets
Naman Howell Smith & Lee, PLLC Employees Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$40,163,551 Top 14% higher than 86% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Naman Howell Smith & Lee, PLLC Employees Profit Sharing Plan and Trust 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. Naman Howell Smith & Lee, PLLC Employees Profit Sharing Plan and Trust sits mid-pack in the medium band (113 participants).
Form 5500 schedule snapshot
Filing strip 742004800 · Naman Howell Smith & Lee, PLLC PY 2022 · 401(k)
Naman Howell Smith & Lee, PLLC Employees Profit Sharing Plan and Trust · $40M · 113 · 86th
- EIN $40M
- RANK 113
- PHOTO 86th
- IND 401(k)
- EOY near Elkus/Manfredi Architects Ltd. 401(k) Plan
- 5500 ind #18761
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 →
Naman Howell Smith & Lee, PLLC Employees Profit Sharing Plan and Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $3M |
| Employer EIN | 742004800 |
| Plan Effective Date | 1980-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Naman Howell Smith & Lee, PLLC)
Sponsor-wide plan assets over time
All Naman Howell Smith & Lee, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 30.38818953035303% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 113 | $40M |
| 2023 | 1 | 124 | $47M |
| 2024 | 1 | 136 | $52M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Naman Howell Smith & Lee, PLLC Employees 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 Elkus/Manfredi Architects Ltd. 401(k) Plan in MA ($40M); by covered participants it is Clinical Computer Systems, Inc. Employees' Profit Sharing 401(k) Plan in IL (113 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- Elkus/Manfredi Architects Ltd. 401(k) Plan (MA) $40M · 245
- Diversified Search Group Retirement Plan (PA) $40M · 312
- I.B.E.W. Local No. 704 401(k) Plan (IL) $40M · 189
- Plumb Supply Company 401(k) Profit Sharing Plan (IA) $40M · 357
Similar participant headcount
Nearest other-state filings by covered participants (113 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.