401(k) · DOL Form 5500 · 2023
Quilling, Selander, Lownds, Winslett & Moser, P.C. 401(k) Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 89
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $494,233
- Avg per participant High balance/head
Official DOL plan name: Quilling, Selander, Lownds, Winslett & Moser, P.C. Retirement Plan and Trust · Sponsored by Quilling, Selander, Lownds, Winslett & Moser, P.C. · Texas · Professional & Technical Services
$44M in assets, 89 participants
Quilling, Selander, Lownds, Winslett & Moser, P.C.'s Quilling, Selander, Lownds, Winslett & Moser, P.C. Retirement Plan and Trust reported $44M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #17,306 in Professional & Technical Services (20,321 peers)
Where Quilling, Selander, Lownds, Winslett & Moser, P.C. Retirement Plan and Trust sits by assets
Quilling, Selander, Lownds, Winslett & Moser, P.C. Retirement Plan and Trust sits in the top quartile of all filed plans by assets, $44M for 89 participants (~$494,233/participant), up 18.4% in 2023.
- #17,306
- in Professional & Technical Services (20,321 peers)
- +18.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Quilling, Selander, Lownds, Winslett & Moser, P.C. Retirement Plan and Trust's outsized position by total assets
Quilling, Selander, Lownds, Winslett & Moser, P.C. Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$43,986,702 Top 16% higher than 84% 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
Quilling, Selander, Lownds, Winslett & Moser, P.C. Retirement 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. Quilling, Selander, Lownds, Winslett & Moser, P.C. Retirement Plan and Trust is a small filing (89 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Quilling, Selander, Lownds, Winslett & Moser, P.C. Retirement Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Quilling, Selander, Lownds, Winslett & Moser, P.C. Retirement Plan and Trust end-of-year assets rose from $37M in the plan year 2022 filing to $44M in the plan year 2023 filing.
- Quilling, Selander, Lownds, Winslett & Moser, P.C. Retirement Plan and Trust reported participants fell from 100 in the plan year 2022 filing to 89 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 752459334 · Quilling, Selander, Lownds, Winslett & Moser, P.C. PY 2023 · 401(k)
Quilling, Selander, Lownds, Winslett & Moser, P.C. Retirement Plan and Trust · $44M · 89 · 84th
- RANK $44M
- PHOTO 89
- IND 84th
- EOY 401(k)
- 5500 near Community Health Network of Connecticut, Inc. 401(k) Plan
- ASSETS ind #17306
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 →
Quilling, Selander, Lownds, Winslett & Moser, P.C. Retirement Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $7M |
| Employer EIN | 752459334 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Quilling, Selander, Lownds, Winslett & Moser, P.C.)
Sponsor-wide plan assets over time
All Quilling, Selander, Lownds, Winslett & Moser, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 18.503055816238927% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 100 | $37M |
| 2023 | 1 | 89 | $44M |
| 2024 | 1 | 82 | $44M |
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
Quilling, Selander, Lownds, Winslett & Moser, P.C. Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Community Health Network of Connecticut, Inc. 401(k) Plan in CT ($44M); by covered participants it is Security Bancshares Inc Employee Stock Ownership Plan with 401(k) Provisions in KS (89 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
Similar participant headcount
Nearest other-state filings by covered participants (89 participants); asset peers above are excluded.
- Security Bancshares Inc Employee Stock Ownership Plan with 401(k) Provisions (KS) 89 · 0 off
- Green River Spirits Company 401(k) Plan (SC) 89 · 0 off
- Modern Door Corporation Employees' 401(k) Profit Sharing Plan and Trust (WI) 89 · 0 off
- The Innovative Plastics Retirement Savings Plan (NY) 89 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.