401(k) · DOL Form 5500 · 2023
Norman & Oliver, P.C. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $546,915
- Avg per participant High balance/head
Official DOL plan name: Norman & Oliver, P.C. 401(k) Plan · Sponsored by Norman & Oliver, P.C. · Texas · Professional & Technical Services
$4M in assets, 7 participants
Norman & Oliver, P.C.'s Norman & Oliver, P.C. 401(k) Plan reported $4M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.
- #7,474 in Professional & Technical Services (20,321 peers)
2023 asset change
Norman & Oliver, P.C. 401(k) Plan grew at a solid clip 8.1% in 2023 ($4M → $4M) for 7 participants.
- #7,474
- in Professional & Technical Services (20,321 peers)
- +8.1%
- assets growth YoY
Norman & Oliver, P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Norman & Oliver, P.C. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,828,407 40th percentile higher than 40% 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
Norman & Oliver, P.C. 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Norman & Oliver, P.C. 401(k) Plan is a micro filing (7 participants), the leftmost band.
Published 5500 schedule card
Filing strip 200492412 · Norman & Oliver, P.C. PY 2023 · 401(k)
Norman & Oliver, P.C. 401(k) Plan · $4M · 7 · 40th
- NET $4M
- NET 7
- NET 40th
- NET 401(k)
- NET near Lou Ritenour Decorators, Inc. 401(k) Plan
- NET ind #7474
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 →
Norman & Oliver, P.C. 401(k) Plan in the asset neighbourhood
Norman & Oliver, P.C. years around the 2023 move
Sponsor-wide plan assets over time
All Norman & Oliver, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 8.640094953331765% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 7 | $4M |
| 2024 | 1 | 8 | $4M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $288K |
| Employer EIN | 200492412 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Norman & Oliver, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Lou Ritenour Decorators, Inc. 401(k) Plan in OH ($4M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.