Profit Sharing · DOL Form 5500 · 2023

Tom E. Smalley, Attorney at Law Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
33rd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Tom E. Smalley Profit Sharing Plan · Sponsored by Tom E. Smalley, Attorney at Law · Texas · Professional & Technical Services

$2M in assets, 2 participants

Tom E. Smalley, Attorney at Law's Tom E. Smalley Profit Sharing Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,021 in Professional & Technical Services (20,321 peers)

Tom E. Smalley, Attorney at Law multi-year trail

Tom E. Smalley, Attorney at Law's plans moved +26.4% in assets from 2022 to 2024; this filing shows Tom E. Smalley Profit Sharing Plan at $2M / 2 participants.

#6,021
in Professional & Technical Services (20,321 peers)
+12.3%
assets growth YoY

Tom E. Smalley Profit Sharing Plan among the smaller filed plans by assets

Tom E. Smalley Profit Sharing Plan vs every filed plan by assets

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

$2,498,655 33rd percentile higher than 33% 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

Tom E. Smalley Profit Sharing 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. Tom E. Smalley Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tom E. Smalley Profit Sharing Plan reported net income rose from -$298K in the plan year 2022 filing to $273K in the plan year 2023 filing.
  • Tom E. Smalley Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 752109448 · Tom E. Smalley, Attorney at Law PY 2023 · Profit Sharing

Tom E. Smalley Profit Sharing Plan · $2M · 2 · 33rd

  • RANK $2M
  • RANK 2
  • RANK 33rd
  • RANK Profit Sharing
  • RANK near Talbot Cattle Company, LLC Profit Sharing Plan
  • RANK ind #6021

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 →

Tom E. Smalley Profit Sharing Plan in the asset neighbourhood

Tom E. Smalley Profit Sharing PlanTom E. Smalley Profit Sharin…$2MTalbot Cattle Company, LLC Profit Sharing PlanTalbot Cattle Company, LLC P…$2MLouisiana Controls & Instrumentation Inc. PspLouisiana Controls & Instrum…$2MKsj Ventures 401(k) Profit Sharing PlanKsj Ventures 401(k) Profit S…$2MEmpire State Highway Contractors Association, Inc. Retirement Plan for the Employees of Tri-City Highway Products, Inc.Empire State Highway Contrac…$2M
End-of-year total assets ($M) among Tom E. Smalley Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Tom E. Smalley, Attorney at Law multi-year asset trail

Sponsor-wide plan assets over time

All Tom E. Smalley, Attorney at Law plans reported in each filing year

Latest sponsor-wide plan assets
$3M 26.36807403393462% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.23M $2.81M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 3 $3M

Tom E. Smalley, Attorney at Law filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$273K
Employer EIN752109448
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Tom E. Smalley Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Tom E. Smalley Profit Sharing Plan, Total assets ($B): 0.002498655 · Participants: 2Tom E. Smalley Profit Sharing PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Tom E. Smalley Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Tom E. Smalley Profit Sharing Plan side-by-side with 3 peers →

Tom E. Smalley Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Talbot Cattle Company, LLC Profit Sharing Plan in CA ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Tom E. Smalley Profit Sharing Plan assets move in 2023? ▼
Tom E. Smalley Profit Sharing Plan grew at a solid clip - up 12.3% during 2023, from $2M to $2M. Reported net income was $273K.
How have Tom E. Smalley, Attorney at Law plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tom E. Smalley, Attorney at Law's sponsor-wide assets grew 26.4%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Tom E. Smalley Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Talbot Cattle Company, LLC Profit Sharing Plan in CA ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Tom E. Smalley Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 752109448.

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.