401(k) · DOL Form 5500 · 2023
Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Plan
Data updated 2026-08-11
- $342M
- Total assets
- 2,318
- Participants
- 96th
- Percentile by assets
- $147,430
- Avg per participant
Official DOL plan name: Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan · Sponsored by Ogletree, Deakins, Nash, Smoak & Stewart · South Carolina · Professional & Technical Services
$342M in assets, 2,318 participants
Ogletree, Deakins, Nash, Smoak & Stewart's Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan reported $342M in total assets and 2,318 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #19,811 in Professional & Technical Services (20,321 peers)
Coverage in South Carolina
Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan covers 2,318 participants in South Carolina, 6.3x the typical South Carolina plan (state average ~369 per filing). Assets: $342M.
- $342M
- total plan assets (2023 EOY)
- 2,318
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $147,430
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan reported net income rose from -$53M in the plan year 2022 filing to $58M in the plan year 2023 filing.
- Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan reported participants rose from 1,683 in the plan year 2022 filing to 2,318 in the plan year 2023 filing.
- Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan end-of-year assets rose from $283M in the plan year 2022 filing to $342M in the plan year 2023 filing.
Participants vs South Carolina filers
In South Carolina, the average filing covers about 369 participants across 1,490 plans. Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan reports 2,318 participants - 6.3x that state average ($342M EOY assets).
South Carolina filing particulars
| Total Assets (Beginning of Year) | $283M |
|---|---|
| Net Assets (End of Year) | $342M |
| Net Income | $58M |
| Employer EIN | 571044820 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ogletree, Deakins, Nash, Smoak & Stewart)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 4,379 | $474M |
| 2023 | 2 | 4,619 | $564M |
| 2024 | 2 | 4,590 | $647M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
- Michelin 401(k) Savings Plan $4.1B · 14,439
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.5B · 8,661
- Sonoco Retirement & Savings Plan $1.6B · 11,311
- Sonoco Retirement & Savings Plan $1.3B · 10,614
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.3B · 11,348
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan by total assets, not by location.
- Athletico, Ltd. Employees Profit Sharing Plan (IL) $342M · 8,588
- Carollo Engineers, Inc. 401(k) Profit Sharing Plan (AZ) $342M · 1,312
- I.a.T.S.E. Local 33 Section 401(k) Plan (CA) $342M · 7,539
- Debevoise & Plimpton LLP Cash or Deferred Plan for Partners and Staff (NY) $341M · 756
Frequently Asked Questions
How did Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan assets move in 2023? ▼
How have Ogletree, Deakins, Nash, Smoak & Stewart plan assets changed over time? ▼
Where does Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan? ▼
Next read for Ogletree, Deakins, Nash, Smoak & Stewart…
Filing takeaways
Ways to act on Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan's numbers.
- By total assets, Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in South Carolina. Compare plans
- Ogletree, Deakins, Nash, Smoak & Stewart's sponsor-wide assets have grown 36.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans