401(k) · DOL Form 5500 · 2023
Harper & Pearson Company P.C. 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 53
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $337,533
- Avg per participant High balance/head
Official DOL plan name: Harper & Pearson Company Savings and Profit Sharing Plan · Sponsored by Harper & Pearson Company P.C. · Texas · Professional & Technical Services
$18M in assets, 53 participants
Harper & Pearson Company P.C.'s Harper & Pearson Company Savings and Profit Sharing Plan reported $18M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #14,245 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Harper & Pearson Company Savings and Profit Sharing Plan holds $18M for 53 participants - about $337,533 per participant, above the median plan by assets.
- #14,245
- in Professional & Technical Services (20,321 peers)
- -5.8%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Harper & Pearson Company Savings and Profit Sharing Plan's outsized position by total assets
Harper & Pearson Company Savings and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,889,274 Top 29% higher than 71% 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
Harper & Pearson Company Savings and Profit Sharing 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. Harper & Pearson Company Savings and Profit Sharing Plan is a small filing (53 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Harper & Pearson Company Savings and Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
- Harper & Pearson Company Savings and Profit Sharing Plan end-of-year assets fell from $19M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Harper & Pearson Company Savings and Profit Sharing Plan reported participants rose from 52 in the plan year 2022 filing to 53 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 741695589 · Harper & Pearson Company P.C. PY 2023 · 401(k)
Harper & Pearson Company Savings and Profit Sharing Plan · $18M · 53 · 71st
- SCH $18M
- SCH 53
- SCH 71st
- SCH 401(k)
- SCH near Davenport Companies 401(k) Profit Sharing Plan
- SCH ind #14245
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 →
Harper & Pearson Company Savings and Profit Sharing Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$1M |
| Employer EIN | 741695589 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harper & Pearson Company P.C.)
Sponsor-wide plan assets over time
All Harper & Pearson Company P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 5.259825582680822% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 52 | $19M |
| 2023 | 1 | 53 | $18M |
| 2024 | 1 | 55 | $18M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Harper & Pearson Company Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Davenport Companies 401(k) Profit Sharing Plan in MA ($18M); by covered participants it is Pensando Systems, Inc. 401(k) in CA (53 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Davenport Companies 401(k) Profit Sharing Plan (MA) $18M · 176
- Xl Scientific, LLC. 401(k) Profit Sharing Plan (NM) $18M · 132
- Tritech Marketing 401(k) Plan (IL) $18M · 158
- Braga Ranch 401(k) Plan (CA) $18M · 1,677
Similar participant headcount
Nearest other-state filings by covered participants (53 participants); asset peers above are excluded.
- Pensando Systems, Inc. 401(k) (CA) 53 · 0 off
- The Cbiz 401 (K) Pep (FL) 53 · 0 off
- Prent Puerto Rico Employees' Retirement Plan (PR) 53 · 0 off
- F & F Distributors, Inc. 401(k) Savings Plan (CT) 53 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.