401(k) · DOL Form 5500 · 2023

Conley Rose, P.C. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
18
Participants Small participant base
53rd
Percentile by assets National rank
$434,516
Avg per participant High balance/head
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Official DOL plan name: Conley Rose, P.C. Savings & Profit Sharing Plan for Associates · Sponsored by Conley Rose, P.C. · Texas · Professional & Technical Services

$8M in assets, 18 participants

Conley Rose, P.C.'s Conley Rose, P.C. Savings & Profit Sharing Plan for Associates reported $8M in total assets and 18 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.

  • #10,514 in Professional & Technical Services (20,321 peers)

Conley Rose, P.C. multi-year trail

Conley Rose, P.C.'s plans moved +51.1% in assets from 2022 to 2024; this filing shows Conley Rose, P.C. Savings & Profit Sharing Plan for Associates at $8M / 18 participants.

#10,514
in Professional & Technical Services (20,321 peers)
+14.0%
assets growth YoY

Conley Rose, P.C. Savings & Profit Sharing Plan for Associates's mid-pack asset rank among Professional & Technical Services and all filers

Conley Rose, P.C. Savings & Profit Sharing Plan for Associates vs every filed plan by assets

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

$7,821,282 Top 47% higher than 53% 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

Conley Rose, P.C. Savings & Profit Sharing Plan for Associates among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Conley Rose, P.C. Savings & Profit Sharing Plan for Associates is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Conley Rose, P.C. Savings & Profit Sharing Plan for Associates reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Conley Rose, P.C. Savings & Profit Sharing Plan for Associates end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Conley Rose, P.C. Savings & Profit Sharing Plan for Associates reported participants fell from 20 in the plan year 2022 filing to 18 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 760332926 · Conley Rose, P.C. PY 2023 · 401(k)

Conley Rose, P.C. Savings & Profit Sharing Plan for Associates · $8M · 18 · 53rd

  • EBSA $8M
  • EBSA 18
  • EBSA 53rd
  • EBSA 401(k)
  • EBSA near Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association
  • EBSA ind #10514

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 →

Conley Rose, P.C. Savings & Profit Sharing Plan for Associates in the asset neighbourhood

Conley Rose, P.C. Savings & Profit Sharing Plan for AssociatesConley Rose, P.C. Savings & …$8MSbera 401(k) Plan as Adopted by Massachusetts Bankers AssociationSbera 401(k) Plan as Adopted…$8MRenew Financial Group LLC 401(k) Profit Sharing Plan and TrustRenew Financial Group LLC 40…$8MFathom Seo, LLC 401(k) Plan$8MGenus Lifescienes, Inc 401(k) Profit Sharing PlanGenus Lifescienes, Inc 401(k…$8M
End-of-year total assets ($M) among Conley Rose, P.C. Savings & Profit Sharing Plan for Associates and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Conley Rose, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Conley Rose, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 51.0768498707854% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.5M $38.5M ▲ +51.0%
Year Plans Participants Total Assets
2022 2 83 $25M
2023 2 80 $32M
2024 2 81 $38M

Conley Rose, P.C. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN760332926
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Conley Rose, P.C. Savings & Profit Sharing Plan for Associates vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Conley Rose, P.C. Savings & Profit Sharing Plan for Associates, Total assets ($B): 0.007821282 · Participants: 18Conley Rose, P.C. Savings & Profit Sharing Plan for AssociatesAT&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
Conley Rose, P.C. Savings & Profit Sharing Plan for Associates vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Conley Rose, P.C. Savings & Profit Sharing Plan for Associates side-by-side with 3 peers →

Conley Rose, P.C. Savings & Profit Sharing Plan for Associates's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association in MA ($8M); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Conley Rose, P.C. Savings & Profit Sharing Plan for Associates assets move in 2023? ▼
Conley Rose, P.C. Savings & Profit Sharing Plan for Associates grew at a solid clip - up 14.0% during 2023, from $7M to $8M. Reported net income was $1M.
How have Conley Rose, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Conley Rose, P.C.'s sponsor-wide assets grew 51.1%, from $25M to $38M.
Which 401(k) plans are similar in size to Conley Rose, P.C. Savings & Profit Sharing Plan for Associates? ▼
Among 401(k) plans in other states, the closest by assets is Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association in MA ($8M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Conley Rose, P.C. Savings & Profit Sharing Plan for Associates? ▼
Among 401(k) plans in other states, the closest by covered participants is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants, $3M 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 760332926.

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.