401(k) · DOL Form 5500 · 2023
Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Plan
Data updated 2026-08-25
- $342M
- Total assets Above avg plan size
- 2,318
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $147,430
- Avg per participant Above avg balance/head
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.
- #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.
- #19,811
- in Professional & Technical Services (20,321 peers)
- +20.6%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan's outsized position by total assets
Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$341,741,715 Top 4% higher than 96% 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
Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan lands in the large band (2,318 participants).
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.
EBSA filing schedule strip
Filing strip 571044820 · Ogletree, Deakins, Nash, Smoak & Stewart PY 2023 · 401(k)
Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan · $342M · 2,318 · 96th
- TYPE $342M
- NET 2,318
- BOOK 96th
- VS-ST 401(k)
- BOY near Athletico, Ltd. Employees Profit Sharing Plan
- SCH ind #19811
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 South Carolina →
Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Ogletree, Deakins, Nash, Smoak & Stewart plans reported in each filing year
- Latest sponsor-wide plan assets
- $647M 36.443452860359% vs 2022
- 2024 filing year
| 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.
- 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
Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Athletico, Ltd. Employees Profit Sharing Plan in IL ($342M); by covered participants it is Lanxess Corporation Defined Contribution Plan in PA (2,319 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($342M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,318 participants); asset peers above are excluded.
- Lanxess Corporation Defined Contribution Plan (PA) 2,319 · 1 off
- Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company (AL) 2,319 · 1 off
- Proliance Surgeons, Inc., P.S. 401(k) Profit Sharing Plan and Trust (WA) 2,317 · 1 off
- Masterbrand Cabinets LLC Union Employees Savings Plan (OH) 2,317 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.