401(k) · DOL Form 5500 · 2023

Heard & Smith, LLP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
91
Participants Small participant base
42nd
Percentile by assets National rank
$48,515
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heard & Smith, LLP 401(k) Retirement Plan · Sponsored by Heard & Smith, LLP · Texas · Professional & Technical Services

$4M in assets, 91 participants

Heard & Smith, LLP's Heard & Smith, LLP 401(k) Retirement Plan reported $4M in total assets and 91 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,041 in Professional & Technical Services (20,321 peers)

Heard & Smith, LLP multi-year trail

Heard & Smith, LLP's plans moved +44.7% in assets from 2022 to 2024; this filing shows Heard & Smith, LLP 401(k) Retirement Plan at $4M / 91 participants.

#8,041
in Professional & Technical Services (20,321 peers)
+23.4%
assets growth YoY

Heard & Smith, LLP 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Heard & Smith, LLP 401(k) Retirement Plan vs every filed plan by assets

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

$4,414,869 42nd percentile higher than 42% 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

Heard & Smith, LLP 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. Heard & Smith, LLP 401(k) Retirement Plan is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heard & Smith, LLP 401(k) Retirement Plan reported net income rose from -$561K in the plan year 2022 filing to $836K in the plan year 2023 filing.
  • Heard & Smith, LLP 401(k) Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Heard & Smith, LLP 401(k) Retirement Plan reported participants rose from 88 in the plan year 2022 filing to 91 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 742712971 · Heard & Smith, LLP PY 2023 · 401(k)

Heard & Smith, LLP 401(k) Retirement Plan · $4M · 91 · 42nd

  • BOY $4M
  • BOY 91
  • BOY 42nd
  • BOY 401(k)
  • BOY near Material in Motion 401(k) Plan
  • BOY ind #8041

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 →

Heard & Smith, LLP 401(k) Retirement Plan in the asset neighbourhood

M&m Service Station Equipment Specialist, Inc. 401(k) Retirement PlanM&m Service Station Equipmen…$4MCity Club Apartments, LLC Retirement PlanCity Club Apartments, LLC Re…$4MHeard & Smith, LLP 401(k) Retirement PlanHeard & Smith, LLP 401(k) Re…$4MMaterial in Motion 401(k) PlanMaterial in Motion 401(k) Pl…$4MSitko Bruno, LLC Profit Sharing 401(k) PlanSitko Bruno, LLC Profit Shar…$4M
End-of-year total assets ($M) among Heard & Smith, LLP 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Heard & Smith, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Heard & Smith, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$5M 44.65161119952383% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.58M $5.18M ▲ +44.7%
Year Plans Participants Total Assets
2022 1 88 $4M
2023 1 91 $4M
2024 1 97 $5M

Heard & Smith, LLP filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$836K
Employer EIN742712971
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Heard & Smith, LLP 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Heard & Smith, LLP 401(k) Retirement Plan, Total assets ($B): 0.004414869 · Participants: 91Heard & Smith, LLP 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
Heard & Smith, LLP 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Heard & Smith, LLP 401(k) Retirement Plan side-by-side with 3 peers →

Heard & Smith, LLP 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Material in Motion 401(k) Plan in CA ($4M); by covered participants it is Techaspect 401(k) Plan in CA (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Heard & Smith, LLP 401(k) Retirement Plan assets move in 2023? ▼
Heard & Smith, LLP 401(k) Retirement Plan grew sharply - up 23.4% during 2023, from $4M to $4M. Reported net income was $836K.
How have Heard & Smith, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heard & Smith, LLP's sponsor-wide assets grew 44.7%, from $4M to $5M.
Which 401(k) plans are similar in size to Heard & Smith, LLP 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Material in Motion 401(k) Plan in CA ($4M, 232 participants).
Which 401(k) plans cover a similar participant headcount to Heard & Smith, LLP 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Techaspect 401(k) Plan in CA (91 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 742712971.

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.