401(k) · DOL Form 5500 · 2023

Batterson, LLP 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
76
Participants Small participant base
29th
Percentile by assets National rank
$24,042
Avg per participant Low balance/head
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Official DOL plan name: Batterson, LLP 401(k) Plan · Sponsored by Batterson, LLP · Texas · Construction

$2M in assets, 76 participants

Batterson, LLP's Batterson, LLP 401(k) Plan reported $2M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,457 in Construction (9,030 peers)

Batterson, LLP multi-year trail

Batterson, LLP's plans moved +15.9% in assets from 2022 to 2024; this filing shows Batterson, LLP 401(k) Plan at $2M / 76 participants.

#2,457
in Construction (9,030 peers)
+5.6%
assets growth YoY

Batterson, LLP 401(k) Plan among the smaller filed plans by assets

Batterson, LLP 401(k) Plan vs every filed plan by assets

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

$1,827,214 29th percentile higher than 29% 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

Batterson, LLP 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Batterson, LLP 401(k) Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Batterson, LLP 401(k) Plan reported net income rose from -$198K in the plan year 2022 filing to $97K in the plan year 2023 filing.
  • Batterson, LLP 401(k) Plan reported participants rose from 70 in the plan year 2022 filing to 76 in the plan year 2023 filing.
  • Batterson, LLP 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 742098647 · Batterson, LLP PY 2023 · 401(k)

Batterson, LLP 401(k) Plan · $2M · 76 · 29th

  • SCH $2M
  • SCH 76
  • SCH 29th
  • SCH 401(k)
  • SCH near Center for Economic Developmen 401(k) Profit Sharing Plan & Trust
  • SCH ind #2457

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 Construction retirement plans → · Plans in Texas →

Batterson, LLP 401(k) Plan in the asset neighbourhood

Batterson, LLP 401(k) Plan$2MCenter for Economic Developmen 401(k) Profit Sharing Plan & TrustCenter for Economic Developm…$2MHeartland Center for Behavioral Change 401(k) PlanHeartland Center for Behavio…$2MThe Contractors Retirement PlanThe Contractors Retirement P…$2MScott D. Erler, D.D.S., P.C. Profit Sharing PlanScott D. Erler, D.D.S., P.C.…$2M
End-of-year total assets ($M) among Batterson, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Batterson, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Batterson, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$2M 15.932815919294043% vs 2022
2024 filing year
$1.7M$1.8M$1.9M$2M$2.1M 202220232024 $1.73M $2.01M ▲ +16.2%
Year Plans Participants Total Assets
2022 1 70 $2M
2023 1 76 $2M
2024 1 58 $2M

Batterson, LLP filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$97K
Employer EIN742098647
Plan Effective Date1994-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Batterson, LLP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Batterson, LLP 401(k) Plan, Total assets ($B): 0.001827214 · Participants: 76Batterson, 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
Batterson, LLP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Batterson, LLP 401(k) Plan side-by-side with 3 peers →

Batterson, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Center for Economic Developmen 401(k) Profit Sharing Plan & Trust in OK ($2M); by covered participants it is Ovia Health 401(k) Plan in NC (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Batterson, LLP 401(k) Plan assets move in 2023? ▼
Batterson, LLP 401(k) Plan grew at a solid clip - up 5.6% during 2023, from $2M to $2M. Reported net income was $97K.
How have Batterson, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Batterson, LLP's sponsor-wide assets grew 15.9%, from $2M to $2M.
Which 401(k) plans are similar in size to Batterson, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Center for Economic Developmen 401(k) Profit Sharing Plan & Trust in OK ($2M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Batterson, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ovia Health 401(k) Plan in NC (76 participants, $4M 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 742098647.

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.