401(k) · DOL Form 5500 · 2023

Maxwell, Locke & Ritter, LLP 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
172
Participants Small participant base
87th
Percentile by assets National rank
$355,764
Avg per participant High balance/head
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Official DOL plan name: Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan · Sponsored by Maxwell, Locke & Ritter, LLP · Texas · Professional & Technical Services

$61M in assets, 172 participants

Maxwell, Locke & Ritter, LLP's Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan reported $61M in total assets and 172 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #18,022 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan covers 172 participants in Texas, about 25% of the average Texas filer (state average ~688 per filing). Assets: $61M.

#18,022
in Professional & Technical Services (20,321 peers)
+20.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan's outsized position by total assets

Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$61,191,366 Top 13% higher than 87% 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

Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $51M in the plan year 2022 filing to $61M in the plan year 2023 filing.
  • Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan reported participants rose from 150 in the plan year 2022 filing to 172 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 742900215 · Maxwell, Locke & Ritter, LLP PY 2023 · 401(k)

Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan · $61M · 172 · 87th

  • BOY $61M
  • BOY 172
  • BOY 87th
  • BOY 401(k)
  • BOY near Centerline Logistics Corporation 401(k) Retirement Savings Plan
  • BOY ind #18022

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 →

Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Centerline Logistics Corporation 401(k) Retirement Savings PlanCenterline Logistics Corpora…$61MPragmatics Employees' Retirement PlanPragmatics Employees' Retire…$61MMaxwell, Locke & Ritter, LLP 401(k) Profit Sharing PlanMaxwell, Locke & Ritter, LLP…$61MCtia - the Wireless Association 401(k) PlanCtia - the Wireless Associat…$61MCheckr Inc. 401(k) Plan$61M
End-of-year total assets ($M) among Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$61M
Net Income$10M
Employer EIN742900215
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Maxwell, Locke & Ritter, LLP)

Sponsor-wide plan assets over time

All Maxwell, Locke & Ritter, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$68M 33.99452411371415% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $50.9M $68.2M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 150 $51M
2023 1 172 $61M
2024 1 177 $68M

Nearby 401(k) Plans in Texas

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

Maxwell, Locke & Ritter, LLP 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 ($B) Participants Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.061191366 · Participants: 172Maxwell, Locke & Ritter, LLP 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
Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Maxwell, Locke & Ritter, LLP 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 Centerline Logistics Corporation 401(k) Retirement Savings Plan in WA ($61M); by covered participants it is Retail Capital LLC 401(k) Plan in MI (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 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 Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan assets move in 2023? ▼
Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan grew sharply - up 20.2% during 2023, from $51M to $61M. Reported net income was $10M.
How have Maxwell, Locke & Ritter, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Maxwell, Locke & Ritter, LLP's sponsor-wide assets grew 34.0%, from $51M to $68M.
Where does Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan ranks in the 87th 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 Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Centerline Logistics Corporation 401(k) Retirement Savings Plan in WA ($61M, 705 participants).
Which 401(k) plans cover a similar participant headcount to Maxwell, Locke & Ritter, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retail Capital LLC 401(k) Plan in MI (172 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 742900215.

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.