401(k) · DOL Form 5500 · 2023

Graves, Dougherty, Hearon & Moody a Professional Corporation 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size: 65
Participants Small participant base: 85th
Percentile by assets National rank: $766,009
Avg per participant High balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust · Sponsored by Graves, Dougherty, Hearon & Moody a Professional Corporation · Texas · Professional & Technical Services

$50M in assets, 65 participants

Graves, Dougherty, Hearon & Moody a Professional Corporation's Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust reported $50M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

#17,599 in Professional & Technical Services (20,321 peers)

Where Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust sits by assets

Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $50M for 65 participants (~$766,009/participant), up 8.5% in 2023.

#17,599
in Professional & Technical Services (20,321 peers): +8.5%
assets growth YoY: 0.5×
vs typical plan assets (national mean)

Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust's outsized position by total assets

Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust vs every filed plan by assets

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

$49,790,588 Top 15% higher than 85% 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

Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust is a small filing (65 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust reported net income rose from -$13M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust end-of-year assets rose from $46M in the plan year 2022 filing to $50M in the plan year 2023 filing.
Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust reported participants rose from 64 in the plan year 2022 filing to 65 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 742587674 · Graves, Dougherty, Hearon & Moody a Professional Corporation PY 2023 · 401(k)

Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust · $50M · 65 · 85th

PHOTO $50M
IND 65
EOY 85th
5500 401(k)
ASSETS near Headspace 401(k) Plan
PCT ind #17599

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 →

End-of-year total assets ($M) among Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$46M
Net Assets (End of Year)	$50M
Net Income	$4M
Employer EIN	742587674
Plan Effective Date	1989-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Graves, Dougherty, Hearon & Moody a Professional Corporation)

Latest sponsor-wide plan assets: $56M 21.433180723451294% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	64	$46M
2023	1	65	$50M
2024	1	60	$56M

Nearby 401(k) Plans in Texas

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

Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust side-by-side with 3 peers →

Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Headspace 401(k) Plan in CA ($50M); by covered participants it is General Insurance Services, Inc. 401(k) Plan in IN (65 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($50M here).

Headspace 401(k) Plan (CA) $50M · 1,143
Northstar Aerospace (USA) Voluntary Savings Plan (IL) $50M · 299
Gap International, Inc. Profit Sharing Plan and Trust (PA) $50M · 93
Trevecca Nazarene University Defined Contribution Retirement Plan (TN) $50M · 359

Similar participant headcount

Nearest other-state filings by covered participants (65 participants); asset peers above are excluded.

General Insurance Services, Inc. 401(k) Plan (IN) 65 · 0 off
Intermountain Eye and Laser Center, PLLC Profit Sharing 401(k) Plan (ID) 65 · 0 off
Yanke Profit Sharing and 401(k) Plan (ID) 65 · 0 off
Plan De Retiro Y Ahorro Del Huertas Junior College (PR) 65 · 0 off

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 Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust assets move in 2023? ▼

Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust grew at a solid clip - up 8.5% during 2023, from $46M to $50M. Reported net income was $4M.

How have Graves, Dougherty, Hearon & Moody a Professional Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Graves, Dougherty, Hearon & Moody a Professional Corporation's sponsor-wide assets grew 21.4%, from $46M to $56M.

Where does Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼

Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Headspace 401(k) Plan in CA ($50M, 1,143 participants).

Which 401(k) plans cover a similar participant headcount to Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is General Insurance Services, Inc. 401(k) Plan in IN (65 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 742587674.