401(k) · DOL Form 5500 · 2023

Scott & Associates PC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 247
Participants Below avg headcount: 33rd
Percentile by assets National rank: $9,625
Avg per participant Low balance/head

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Official DOL plan name: Scott & Associates PC Retirement Plan · Sponsored by Scott & Associates PC · Texas · Professional & Technical Services

$2M in assets, 247 participants

Scott & Associates PC's Scott & Associates PC Retirement Plan reported $2M in total assets and 247 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

#5,858 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Scott & Associates PC Retirement Plan covers 247 participants in Texas, about 36% of the average Texas filer (state average ~688 per filing). Assets: $2M.

#5,858
in Professional & Technical Services (20,321 peers): +49.5%
assets growth YoY

Scott & Associates PC Retirement Plan among the smaller filed plans by assets

Scott & Associates PC Retirement Plan vs every filed plan by assets

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

$2,377,345 33rd percentile higher than 33% 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

Scott & Associates PC Retirement 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. Scott & Associates PC Retirement Plan sits mid-pack in the medium band (247 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Scott & Associates PC Retirement Plan reported net income rose from $309K in the plan year 2022 filing to $787K in the plan year 2023 filing.
Scott & Associates PC Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Scott & Associates PC Retirement Plan reported participants rose from 209 in the plan year 2022 filing to 247 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 752880389 · Scott & Associates PC PY 2023 · 401(k)

Scott & Associates PC Retirement Plan · $2M · 247 · 33rd

PCT $2M
PCT 247
PCT 33rd
PCT 401(k)
PCT near Darbun Enterprises, Inc. Dba All Saints Health Care 401(k) Plan
PCT ind #5858

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 →

End-of-year total assets ($M) among Scott & Associates PC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$787K
Employer EIN	752880389
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Scott & Associates PC)

Latest sponsor-wide plan assets: $3M 86.03864062782057% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	209	$2M
2023	1	247	$2M
2024	1	231	$3M

Nearby 401(k) Plans in Texas

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

Scott & Associates PC Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

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

Compare Scott & Associates PC Retirement Plan side-by-side with 3 peers →

Scott & Associates PC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Darbun Enterprises, Inc. Dba All Saints Health Care 401(k) Plan in CA ($2M); by covered participants it is Associated Home Care, LLC 401(k) Plan in MA (247 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Darbun Enterprises, Inc. Dba All Saints Health Care 401(k) Plan (CA) $2M · 344
Momnt Technologies, Inc. 401(k) Plan (GA) $2M · 149
Reliable Excavating Co., Inc. 401(k) Plan (CT) $2M · 11
Douglas F. Smith, Inc., Profit Sharing Plan and Trust (UT) $2M · 4

Similar participant headcount

Nearest other-state filings by covered participants (247 participants); asset peers above are excluded.

Associated Home Care, LLC 401(k) Plan (MA) 247 · 0 off
Interface Engineering Inc. Retirement Plan (OR) 247 · 0 off
Citizens Community Federal 401(k) Profit Sharing Plan (WI) 247 · 0 off
P1 Group Profit Sharing Plan (KS) 247 · 0 off

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 Scott & Associates PC Retirement Plan assets move in 2023? ▼

Scott & Associates PC Retirement Plan surged - up 49.5% during 2023, from $2M to $2M. Reported net income was $787K.

How have Scott & Associates PC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Scott & Associates PC's sponsor-wide assets grew 86.0%, from $2M to $3M.

Which 401(k) plans are similar in size to Scott & Associates PC Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Darbun Enterprises, Inc. Dba All Saints Health Care 401(k) Plan in CA ($2M, 344 participants).

Which 401(k) plans cover a similar participant headcount to Scott & Associates PC Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Associated Home Care, LLC 401(k) Plan in MA (247 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 752880389.