401(k) · DOL Form 5500 · 2023

Herndon Plant Oakley Ltd. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 36
Participants Small participant base: 48th
Percentile by assets National rank: $171,111
Avg per participant Above avg balance/head

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Official DOL plan name: Herndon Plant Oakley Ltd. 401(k) Profit Sharing Plan · Sponsored by Herndon Plant Oakley Ltd. · Texas · Finance & Insurance

$6M in assets, 36 participants

Herndon Plant Oakley Ltd.'s Herndon Plant Oakley Ltd. 401(k) Profit Sharing Plan reported $6M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

#3,071 in Finance & Insurance (8,869 peers)

Herndon Plant Oakley Ltd. multi-year trail

Herndon Plant Oakley Ltd.'s plans moved +22.3% in assets from 2023 to 2024; this filing shows Herndon Plant Oakley Ltd. 401(k) Profit Sharing Plan at $6M / 36 participants.

#3,071
in Finance & Insurance (8,869 peers): +10.1%
assets growth YoY

Herndon Plant Oakley Ltd. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Herndon Plant Oakley Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,159,982 48th percentile higher than 48% 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

Herndon Plant Oakley Ltd. 401(k) Profit Sharing 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. Herndon Plant Oakley Ltd. 401(k) Profit Sharing Plan is a small filing (36 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%)

DOL schedule card

Filing strip 742863988 · Herndon Plant Oakley Ltd. PY 2023 · 401(k)

Herndon Plant Oakley Ltd. 401(k) Profit Sharing Plan · $6M · 36 · 48th

ASSETS $6M
ASSETS 36
ASSETS 48th
ASSETS 401(k)
ASSETS near S & W Contracting Company, Inc. Profit Sharing Plan
ASSETS ind #3071

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 Finance & Insurance retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Herndon Plant Oakley Ltd. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Herndon Plant Oakley Ltd. multi-year asset trail

Latest sponsor-wide plan assets: $8M 22.290259939071248% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	36	$6M
2024	1	38	$8M

Herndon Plant Oakley Ltd. filing trail (2023)

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$6M
Net Income	$564K
Employer EIN	742863988
Plan Effective Date	1999-07-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Herndon Plant Oakley Ltd. 401(k) Profit Sharing 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 Herndon Plant Oakley Ltd. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Herndon Plant Oakley Ltd. 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 S & W Contracting Company, Inc. Profit Sharing Plan in TN ($6M); by covered participants it is Btx Technologies, Inc. 401(k) Plan in NY (36 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

S & W Contracting Company, Inc. Profit Sharing Plan (TN) $6M · 89
University Veterinary Specialists, Inc. 401(k) Profit Sharing Plan and Trust (CT) $6M · 134
True Fit 401(k) Plan (MA) $6M · 61
Tlc Sales & Marketing Profit Sharing Plan & Trust (IL) $6M · 21

Similar participant headcount

Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.

Btx Technologies, Inc. 401(k) Plan (NY) 36 · 0 off
Klink Equipment, LLC Retirement Plan (WI) 36 · 0 off
S.a. Graham Company, Inc. 401(k) Plan (AL) 36 · 0 off
Fumuso Christesen LLP Cash or Deferred Plan and Trust (NY) 36 · 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 Herndon Plant Oakley Ltd. 401(k) Profit Sharing Plan assets move in 2023? ▼

Herndon Plant Oakley Ltd. 401(k) Profit Sharing Plan grew at a solid clip - up 10.1% during 2023, from $6M to $6M. Reported net income was $564K.

How have Herndon Plant Oakley Ltd. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Herndon Plant Oakley Ltd.'s sponsor-wide assets grew 22.3%, from $6M to $8M.

Which 401(k) plans are similar in size to Herndon Plant Oakley Ltd. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is S & W Contracting Company, Inc. Profit Sharing Plan in TN ($6M, 89 participants).

Which 401(k) plans cover a similar participant headcount to Herndon Plant Oakley Ltd. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Btx Technologies, Inc. 401(k) Plan in NY (36 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 742863988.