Defined Benefit (Pension) · DOL Form 5500 · 2023

Terrill & Waldrop PLLC Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
35th
Percentile by assets National rank
$484,666
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Terrill & Waldrop PLLC Cash Balance Plan and Trust · Sponsored by Terrill & Waldrop PLLC · Texas · Professional & Technical Services

$3M in assets, 6 participants

Terrill & Waldrop PLLC's Terrill & Waldrop PLLC Cash Balance Plan and Trust reported $3M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,496 in Professional & Technical Services (20,321 peers)

Terrill & Waldrop PLLC multi-year trail

Terrill & Waldrop PLLC's plans moved +21.8% in assets from 2022 to 2024; this filing shows Terrill & Waldrop PLLC Cash Balance Plan and Trust at $3M / 6 participants.

#6,496
in Professional & Technical Services (20,321 peers)
-2.6%
assets change YoY

The plan reported a net loss of $79K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Terrill & Waldrop PLLC Cash Balance Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Terrill & Waldrop PLLC Cash Balance Plan and Trust vs every filed plan by assets

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

$2,907,998 35th percentile higher than 35% 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

Terrill & Waldrop PLLC Cash Balance Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Terrill & Waldrop PLLC Cash Balance Plan and Trust is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Terrill & Waldrop PLLC Cash Balance Plan and Trust reported net income fell from $52K in the plan year 2022 filing to -$79K in the plan year 2023 filing.
  • Terrill & Waldrop PLLC Cash Balance Plan and Trust end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 810946217 · Terrill & Waldrop PLLC PY 2023 · Defined Benefit (Pension)

Terrill & Waldrop PLLC Cash Balance Plan and Trust · $3M · 6 · 35th

  • NET $3M
  • BOOK 6
  • VS-ST 35th
  • BOY Defined Benefit (Pension)
  • SCH near Quest Energy Group, LLC Defined Benefit Pension Plan
  • EBSA ind #6496

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 →

Terrill & Waldrop PLLC Cash Balance Plan and Trust in the asset neighbourhood

Terrill & Waldrop PLLC Cash Balance Plan and TrustTerrill & Waldrop PLLC Cash …$3MQuest Energy Group, LLC Defined Benefit Pension PlanQuest Energy Group, LLC Defi…$3MFady N. Elias M.D., Inc. Defined Benefit Pension PlanFady N. Elias M.D., Inc. Def…$3MArthur Katz, M.D., S.C. Defined Benefit PlanArthur Katz, M.D., S.C. Defi…$3MTerrasage Pension Plan$3M
End-of-year total assets ($M) among Terrill & Waldrop PLLC Cash Balance Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Terrill & Waldrop PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Terrill & Waldrop PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 21.773045600025352% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.52M $6.72M ▲ +21.7%
Year Plans Participants Total Assets
2022 2 14 $6M
2023 2 15 $6M
2024 2 15 $7M

Terrill & Waldrop PLLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$79K
Employer EIN810946217
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Terrill & Waldrop PLLC Cash Balance Plan and Trust vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Terrill & Waldrop PLLC Cash Balance Plan and Trust, Total assets ($B): 0.002907998 · Participants: 6Terrill & Waldrop PLLC Cash Balance Plan and TrustAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Terrill & Waldrop PLLC Cash Balance Plan and Trust vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Terrill & Waldrop PLLC Cash Balance Plan and Trust side-by-side with 3 peers →

Terrill & Waldrop PLLC Cash Balance Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Quest Energy Group, LLC Defined Benefit Pension Plan in AZ ($3M); by covered participants it is Reprop Investments Inc Cash Balance Pension Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Terrill & Waldrop PLLC Cash Balance Plan and Trust assets move in 2023? ▼
Terrill & Waldrop PLLC Cash Balance Plan and Trust edged down modestly - down 2.6% during 2023, from $3M to $3M. Reported net income was -$79K.
How have Terrill & Waldrop PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Terrill & Waldrop PLLC's sponsor-wide assets grew 21.8%, from $6M to $7M.
Which Defined Benefit (Pension) plans are similar in size to Terrill & Waldrop PLLC Cash Balance Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Quest Energy Group, LLC Defined Benefit Pension Plan in AZ ($3M, 8 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Terrill & Waldrop PLLC Cash Balance Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Reprop Investments Inc Cash Balance Pension Plan in CA (6 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 810946217.

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.