401(k) · DOL Form 5500 · 2023

Watson, Caraway, Midkiff & Luningham, L.L.P 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
14
Participants Small participant base
50th
Percentile by assets National rank
$470,360
Avg per participant High balance/head
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Official DOL plan name: Watson, Caraway, Midkiff & Luningham, L.L.P. 401(k) Retirement Plan · Sponsored by Watson, Caraway, Midkiff & Luningham, L.L.P · Texas · Professional & Technical Services

$7M in assets, 14 participants

Watson, Caraway, Midkiff & Luningham, L.L.P's Watson, Caraway, Midkiff & Luningham, L.L.P. 401(k) Retirement Plan reported $7M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,781 in Professional & Technical Services (20,321 peers)

Watson, Caraway, Midkiff & Luningham, L.L.P multi-year trail

Watson, Caraway, Midkiff & Luningham, L.L.P's plans moved +37.6% in assets from 2022 to 2024; this filing shows Watson, Caraway, Midkiff & Luningham, L.L.P. 401(k) Retirement Plan at $7M / 14 participants.

#9,781
in Professional & Technical Services (20,321 peers)
+21.5%
assets growth YoY

Watson, Caraway, Midkiff & Luningham, L.L.P. 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Watson, Caraway, Midkiff & Luningham, L.L.P. 401(k) Retirement Plan vs every filed plan by assets

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

$6,585,041 Top 50% higher than 50% 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

Watson, Caraway, Midkiff & Luningham, L.L.P. 401(k) Retirement 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. Watson, Caraway, Midkiff & Luningham, L.L.P. 401(k) Retirement Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Watson, Caraway, Midkiff & Luningham, L.L.P. 401(k) Retirement Plan reported net income rose from -$675K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Watson, Caraway, Midkiff & Luningham, L.L.P. 401(k) Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Watson, Caraway, Midkiff & Luningham, L.L.P. 401(k) Retirement Plan reported participants fell from 17 in the plan year 2022 filing to 14 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 752365186 · Watson, Caraway, Midkiff & Luningham, L.L.P PY 2023 · 401(k)

Watson, Caraway, Midkiff & Luningham, L.L.P. 401(k) Retirement Plan · $7M · 14 · 50th

  • TYPE $7M
  • NET 14
  • BOOK 50th
  • VS-ST 401(k)
  • BOY near Carlisle Etcetera LLC 401(k) Plan
  • SCH ind #9781

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 →

Watson, Caraway, Midkiff & Luningham, L.L.P. 401(k) Retirement Plan in the asset neighbourhood

Watson, Caraway, Midkiff & Luningham, L.L.P. 401(k) Retirement PlanWatson, Caraway, Midkiff & L…$7MCarlisle Etcetera LLC 401(k) PlanCarlisle Etcetera LLC 401(k)…$7MSkillsource 401(k) Plan$7MCbs Television Distribution Production 401(k) PlanCbs Television Distribution …$7MRetirement Income Security Plan-Redstone Residential, Inc.Retirement Income Security P…$7M
End-of-year total assets ($M) among Watson, Caraway, Midkiff & Luningham, L.L.P. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Watson, Caraway, Midkiff & Luningham, L.L.P multi-year asset trail

Sponsor-wide plan assets over time

All Watson, Caraway, Midkiff & Luningham, L.L.P plans reported in each filing year

Latest sponsor-wide plan assets
$7M 37.55649853333139% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.42M $7.45M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 17 $5M
2023 1 14 $7M
2024 1 14 $7M

Watson, Caraway, Midkiff & Luningham, L.L.P filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN752365186
Plan Effective Date2001-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Watson, Caraway, Midkiff & Luningham, L.L.P. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Watson, Caraway, Midkiff & Luningham, L.L.P. 401(k) Retirement Plan, Total assets ($B): 0.006585041 · Participants: 14Watson, Caraway, Midkiff & Luningham, L.L.P. 401(k) Retirement 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
Watson, Caraway, Midkiff & Luningham, L.L.P. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Watson, Caraway, Midkiff & Luningham, L.L.P. 401(k) Retirement Plan side-by-side with 3 peers →

Watson, Caraway, Midkiff & Luningham, L.L.P. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Carlisle Etcetera LLC 401(k) Plan in NY ($7M); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Watson, Caraway, Midkiff & Luningham, L.L.P. 401(k) Retirement Plan assets move in 2023? ▼
Watson, Caraway, Midkiff & Luningham, L.L.P. 401(k) Retirement Plan grew sharply - up 21.5% during 2023, from $5M to $7M. Reported net income was $1M.
How have Watson, Caraway, Midkiff & Luningham, L.L.P plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Watson, Caraway, Midkiff & Luningham, L.L.P's sponsor-wide assets grew 37.6%, from $5M to $7M.
Which 401(k) plans are similar in size to Watson, Caraway, Midkiff & Luningham, L.L.P. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carlisle Etcetera LLC 401(k) Plan in NY ($7M, 62 participants).
Which 401(k) plans cover a similar participant headcount to Watson, Caraway, Midkiff & Luningham, L.L.P. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 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 752365186.

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.