Profit Sharing · DOL Form 5500 · 2023
Ogletree Deakins Nash Smoak & Stewart Profit Sharing Plan
Data updated 2026-08-25
- $222M
- Total assets Near avg plan size
- 2,301
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $96,377
- Avg per participant Below avg balance/head
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.
- #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.
- #19,556
- in Professional & Technical Services (20,321 peers)
- +16.2%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart's outsized position by total assets
Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$221,764,297 Top 5% higher than 95% 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
Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart'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. Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart lands in the large band (2,301 participants).
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.
Published 5500 schedule card
Filing strip 571044820 · Ogletree Deakins Nash Smoak & Stewart PY 2023 · Profit Sharing
Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart · $222M · 2,301 · 95th
- ASSETS $222M
- PCT 2,301
- EIN 95th
- RANK Profit Sharing
- PHOTO near IBEW Local 43 and Electrical Contractors Annuity F
- IND ind #19556
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 →
Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $191M |
|---|---|
| Net Assets (End of Year) | $222M |
| Net Income | $31M |
| Employer EIN | 571044820 |
| Plan Effective Date | 1980-01-01 |
| 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 Profit Sharing Plans in South Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Prisma Health Retirement Savings Plan $1.9B · 28,745
- Uma Retirement Plan $756M · 2,510
- Scansource, Inc. 401(k) Plan $216M · 1,515
- Usc School of Medicine Educational Trust Retirement Plan $45M · 197
- Uricchio, Howe & Krell, P. a. Profit Sharing Plan $20M · 17
Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart's out-of-state Profit Sharing peers by assets and headcount
Outside South Carolina, the nearest Profit Sharing by assets is IBEW Local 43 and Electrical Contractors Annuity F in NY ($221M); by covered participants it is Greenwich Hospital Retirement and Savings Plan in CT (2,296 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($222M here).
- IBEW Local 43 and Electrical Contractors Annuity F (NY) $221M · 1,646
- Bridgeport Hospital Employer Contribution Retirement Plan (CT) $222M · 4,229
- Iron Workers of Western Pennsylvania Profit Sharing Plan (PA) $220M · 1,963
- Adventist Health System/West 403(b) ERISA Plan (CA) $219M · 1,615
Similar participant headcount
Nearest other-state filings by covered participants (2,301 participants); asset peers above are excluded.
- Greenwich Hospital Retirement and Savings Plan (CT) 2,296 · 5 off
- Pointers, Cleaners & Caulkers Annuity Fund (NY) 2,316 · 15 off
- IBEW Local Union No 102 Surety Plan (NJ) 2,283 · 18 off
- Painting Industry Profit Sharing Annuity Plan (OH) 2,321 · 20 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.