401(k) · DOL Form 5500 · 2023

Harris, Finley, & Bogle, P.C. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets: 67
Participants Small participant base: 76th
Percentile by assets National rank: $363,332
Avg per participant High balance/head

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Official DOL plan name: Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust · Sponsored by Harris, Finley, & Bogle, P.C. · Texas · Professional & Technical Services

$24M in assets, 67 participants

Harris, Finley, & Bogle, P.C.'s Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust reported $24M in total assets and 67 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

#15,515 in Professional & Technical Services (20,321 peers)

Where Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust sits by assets

Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $24M for 67 participants (~$363,332/participant), up 9.9% in 2023.

#15,515
in Professional & Technical Services (20,321 peers): +9.9%
assets growth YoY: 0.2×
vs typical plan assets (national mean)

Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$24,343,234 Top 24% higher than 76% 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

Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust is a small filing (67 participants) on this national headcount ladder.

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%)

Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $22M in the plan year 2022 filing to $24M in the plan year 2023 filing.
Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust reported participants rose from 61 in the plan year 2022 filing to 67 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 751564934 · Harris, Finley, & Bogle, P.C. PY 2023 · 401(k)

Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust · $24M · 67 · 76th

BOY $24M
BOY 67
BOY 76th
BOY 401(k)
BOY near Murray Equipment, Inc 401(k) Salary Reduction Plan & Trust
BOY ind #15515

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 Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$22M
Net Assets (End of Year)	$24M
Net Income	$2M
Employer EIN	751564934
Plan Effective Date	1977-08-19
Filing Status	FILING RECEIVED

Sponsor Plan History (Harris, Finley, & Bogle, P.C.)

Latest sponsor-wide plan assets: $28M 24.31448777211489% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	61	$22M
2023	1	67	$24M
2024	1	73	$28M

Nearby 401(k) Plans in Texas

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

Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust 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 Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Harris, Finley & Bogle, P.C. 401(k) 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 Murray Equipment, Inc 401(k) Salary Reduction Plan & Trust in IN ($24M); by covered participants it is School Innovations & Achievement 401(k) Profit Sharing Plan in CA (67 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Murray Equipment, Inc 401(k) Salary Reduction Plan & Trust (IN) $24M · 168
Democracy Prep Public Schools, 403(b) Retirement Plan (NY) $24M · 1,376
Clinchoice Inc. 401(k) Profit Sharing Plan (PA) $24M · 253
Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust (OH) $24M · 116

Similar participant headcount

Nearest other-state filings by covered participants (67 participants); asset peers above are excluded.

School Innovations & Achievement 401(k) Profit Sharing Plan (CA) 67 · 0 off
U.S. Sugar Co., LLC 401(k) Plan (NY) 67 · 0 off
The Exchange Bank of Alabama Retirement Plan (AL) 67 · 0 off
Oncocyte 401(k) Plan (CA) 67 · 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 Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼

Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 9.9% during 2023, from $22M to $24M. Reported net income was $2M.

How have Harris, Finley, & Bogle, P.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Harris, Finley, & Bogle, P.C.'s sponsor-wide assets grew 24.3%, from $22M to $28M.

Where does Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼

Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust ranks in the 76th 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 Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Murray Equipment, Inc 401(k) Salary Reduction Plan & Trust in IN ($24M, 168 participants).

Which 401(k) plans cover a similar participant headcount to Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is School Innovations & Achievement 401(k) Profit Sharing Plan in CA (67 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 751564934.