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
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.
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 EIN | 571044820 |
| Plan Effective Date | 1980-01-01 |
| 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 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
- 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
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.
- 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
Frequently Asked Questions
How did Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart assets move in 2023? ▼
How have Ogletree Deakins Nash Smoak & Stewart plan assets changed over time? ▼
Where does Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart? ▼
Next read for Profit-Sharing Plan of Ogletree, Deakins…
Filing takeaways
Ways to act on Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart's numbers.
- By total assets, Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing 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