Profit Sharing · DOL Form 5500 · 2023

Ogletree Deakins Nash Smoak & Stewart Profit Sharing Plan

Data updated 2026-08-11

$222M
Total assets
2,301
Participants
95th
Percentile by assets
$96,377
Avg per participant
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Official DOL plan name: Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart · Sponsored by Ogletree Deakins Nash Smoak & Stewart · South Carolina · Professional & Technical Services

$222M in assets, 2,301 participants

Ogletree Deakins Nash Smoak & Stewart's Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart reported $222M in total assets and 2,301 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 127,072 plans)
  • #19,556 in Professional & Technical Services (20,321 peers)

Coverage in South Carolina

Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart covers 2,301 participants in South Carolina, 6.2x the typical South Carolina plan (state average ~369 per filing). Assets: $222M.

$222M
total plan assets (2023 EOY)
2,301
covered participants
95th
percentile by assets (of 127,072 plans)
$96,377
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart reported net income rose from -$36M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart end-of-year assets rose from $191M in the plan year 2022 filing to $222M in the plan year 2023 filing.
  • Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart reported participants rose from 2,107 in the plan year 2022 filing to 2,301 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs South Carolina filers

In South Carolina, the average filing covers about 369 participants across 1,490 plans. Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart reports 2,301 participants - 6.2x that state average ($222M EOY assets).

South Carolina filing particulars

Total Assets (Beginning of Year)$191M
Net Assets (End of Year)$222M
Net Income$31M
Employer EIN571044820
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ogletree Deakins Nash Smoak & Stewart)

$400M$500M$600M$700M 202220232024 $474M $647M ▲ +36.4%
Total plan assets by year, all Ogletree Deakins Nash Smoak & Stewart plans on file
Year Plans Participants Total Assets
2022 3 4,379 $474M
2023 2 4,619 $564M
2024 2 4,590 $647M

Nearby Profit Sharing Plans in South Carolina

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

Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart vs. nearby Profit Sharing plans in South Carolina, assets vs. participants

Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart vs. nearby Profit Sharing plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants Profit-Sharing Plan …Prisma Health Retire…Uma Retirement PlanScansource, Inc. 401…Usc School of Medici…Uricchio, Howe & Kre…
Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart vs. nearby Profit Sharing plans in South Carolina, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart by total assets, not by location.

Frequently Asked Questions

How did Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart assets move in 2023?
Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart grew sharply - up 16.2% during 2023, from $191M to $222M. Reported net income was $31M.
How have Ogletree Deakins Nash Smoak & Stewart plan assets changed over time?
Across 3 plan years on file (2022-2024), Ogletree Deakins Nash Smoak & Stewart's sponsor-wide assets grew 36.4%, from $474M to $647M.
Where does Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart rank by assets among Form 5500 filers?
Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart?
Among Profit Sharing plans in other states, the closest by assets is IBEW Local 43 and Electrical Contractors Annuity F in NY ($221M, 1,646 participants).

Filing takeaways

Ways to act on Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart's numbers.