401(k) · DOL Form 5500 · 2023

Fee, Smith & Sharp, LLP 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
133
Participants Small participant base
69th
Percentile by assets National rank
$125,225
Avg per participant Near avg balance/head
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Official DOL plan name: Fee, Smith & Sharp, LLP 401(k) Plan · Sponsored by Fee, Smith & Sharp, LLP · Texas · Professional & Technical Services

$17M in assets, 133 participants

Fee, Smith & Sharp, LLP's Fee, Smith & Sharp, LLP 401(k) Plan reported $17M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,938 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Fee, Smith & Sharp, LLP 401(k) Plan covers 133 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $17M.

#13,938
in Professional & Technical Services (20,321 peers)
+7.8%
assets growth YoY

Fee, Smith & Sharp, LLP 401(k) Plan's outsized position by total assets

Fee, Smith & Sharp, LLP 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$16,654,956 Top 31% higher than 69% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Fee, Smith & Sharp, LLP 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fee, Smith & Sharp, LLP 401(k) Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fee, Smith & Sharp, LLP 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Fee, Smith & Sharp, LLP 401(k) Plan reported participants rose from 120 in the plan year 2022 filing to 133 in the plan year 2023 filing.
  • Fee, Smith & Sharp, LLP 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 680502076 · Fee, Smith & Sharp, LLP PY 2023 · 401(k)

Fee, Smith & Sharp, LLP 401(k) Plan · $17M · 133 · 69th

  • NET $17M
  • NET 133
  • NET 69th
  • NET 401(k)
  • NET near Uctie International Union 401(k) Savings Plan
  • NET ind #13938

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 Texas →

Fee, Smith & Sharp, LLP 401(k) Plan in the asset neighbourhood

Caterpillar Rail Division Retirement Savings Plan for Collectively Bargained EmployeesCaterpillar Rail Division Re…$17MNew Chapter, Inc. 401(k) Plan$17MFee, Smith & Sharp, LLP 401(k) PlanFee, Smith & Sharp, LLP 401(…$17MUctie International Union 401(k) Savings PlanUctie International Union 40…$17MAtlanta Dental Supply Company Employees Retirement Plan and TrustAtlanta Dental Supply Compan…$17M
End-of-year total assets ($M) among Fee, Smith & Sharp, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$1M
Employer EIN680502076
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fee, Smith & Sharp, LLP)

Sponsor-wide plan assets over time

All Fee, Smith & Sharp, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$19M 23.704990617325432% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.5M $19.1M ▲ +23.8%
Year Plans Participants Total Assets
2022 1 120 $15M
2023 1 133 $17M
2024 1 119 $19M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Fee, Smith & Sharp, LLP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Fee, Smith & Sharp, LLP 401(k) Plan, Total assets ($B): 0.016654956 · Participants: 133Fee, Smith & Sharp, LLP 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Fee, Smith & Sharp, LLP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Fee, Smith & Sharp, LLP 401(k) Plan side-by-side with 3 peers →

Fee, Smith & Sharp, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Uctie International Union 401(k) Savings Plan in NY ($17M); by covered participants it is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fee, Smith & Sharp, LLP 401(k) Plan assets move in 2023? ▼
Fee, Smith & Sharp, LLP 401(k) Plan grew at a solid clip - up 7.8% during 2023, from $15M to $17M. Reported net income was $1M.
How have Fee, Smith & Sharp, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fee, Smith & Sharp, LLP's sponsor-wide assets grew 23.7%, from $15M to $19M.
Which 401(k) plans are similar in size to Fee, Smith & Sharp, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Uctie International Union 401(k) Savings Plan in NY ($17M, 868 participants).
Which 401(k) plans cover a similar participant headcount to Fee, Smith & Sharp, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680502076.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.