401(k) · DOL Form 5500 · 2023

Greer, Herz & Adams, LLP 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
57
Participants Small participant base
80th
Percentile by assets National rank
$551,190
Avg per participant High balance/head
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Official DOL plan name: Greer, Herz & Adams LLP Retirement Plan · Sponsored by Greer, Herz & Adams, LLP · Texas · Professional & Technical Services

$31M in assets, 57 participants

Greer, Herz & Adams, LLP's Greer, Herz & Adams LLP Retirement Plan reported $31M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,343 in Professional & Technical Services (20,321 peers)

Where Greer, Herz & Adams LLP Retirement Plan sits by assets

Greer, Herz & Adams LLP Retirement Plan sits in the top quartile of all filed plans by assets, $31M for 57 participants (~$551,190/participant), down 3.0% in 2023.

#16,343
in Professional & Technical Services (20,321 peers)
-3.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $964K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Greer, Herz & Adams LLP Retirement Plan's outsized position by total assets

Greer, Herz & Adams LLP Retirement Plan vs every filed plan by assets

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

$31,417,819 Top 20% higher than 80% 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

Greer, Herz & Adams LLP Retirement 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. Greer, Herz & Adams LLP Retirement Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Greer, Herz & Adams LLP Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to -$964K in the plan year 2023 filing.
  • Greer, Herz & Adams LLP Retirement Plan end-of-year assets fell from $32M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 741076878 · Greer, Herz & Adams, LLP PY 2023 · 401(k)

Greer, Herz & Adams LLP Retirement Plan · $31M · 57 · 80th

  • RANK $31M
  • PHOTO 57
  • IND 80th
  • EOY 401(k)
  • 5500 near Indegene 401(k) Plan
  • ASSETS ind #16343

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 →

Greer, Herz & Adams LLP Retirement Plan in the asset neighbourhood

Greer, Herz & Adams LLP Retirement PlanGreer, Herz & Adams LLP Reti…$31MIndegene 401(k) Plan$31MTri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing PlanTri-State Orthopaedics and S…$31MFrancisco Partners 401(k) PlanFrancisco Partners 401(k) Pl…$31MSteelwave, Inc. Retirement PlanSteelwave, Inc. Retirement P…$31M
End-of-year total assets ($M) among Greer, Herz & Adams LLP Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$31M
Net Income-$964K
Employer EIN741076878
Plan Effective Date1984-03-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Greer, Herz & Adams, LLP)

Sponsor-wide plan assets over time

All Greer, Herz & Adams, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$34M 3.900515509173356% vs 2022
2024 filing year
$31M$32M$33M$34M 202220232024 $32.4M $33.6M ▲ +3.9%
Year Plans Participants Total Assets
2022 1 57 $32M
2023 1 57 $31M
2024 1 36 $34M

Nearby 401(k) Plans in Texas

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

Greer, Herz & Adams LLP Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Greer, Herz & Adams LLP Retirement Plan, Total assets ($B): 0.031417819 · Participants: 57Greer, Herz & Adams LLP Retirement 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
Greer, Herz & Adams LLP Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Greer, Herz & Adams LLP Retirement Plan side-by-side with 3 peers →

Greer, Herz & Adams LLP Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Indegene 401(k) Plan in NJ ($31M); by covered participants it is The Herjavec Group Corp 401(k) Plan in CA (57 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Greer, Herz & Adams LLP Retirement Plan assets move in 2023? ▼
Greer, Herz & Adams LLP Retirement Plan edged down modestly - down 3.0% during 2023, from $32M to $31M. Reported net income was -$964K.
How have Greer, Herz & Adams, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Greer, Herz & Adams, LLP's sponsor-wide assets grew 3.9%, from $32M to $34M.
Where does Greer, Herz & Adams LLP Retirement Plan rank by assets among Form 5500 filers? ▼
Greer, Herz & Adams LLP Retirement Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Greer, Herz & Adams LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Indegene 401(k) Plan in NJ ($31M, 391 participants).
Which 401(k) plans cover a similar participant headcount to Greer, Herz & Adams LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Herjavec Group Corp 401(k) Plan in CA (57 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 741076878.

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.