401(k) · DOL Form 5500 · 2024
Turnbach, Warren, Rice, Frederick & Smith, P.C. 401(k) Plan
Data updated 2026-08-25
- $503K
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $62,904
- Avg per participant Low balance/head
Official DOL plan name: Turnbach, Warren, Rice, Frederick & Smith, P.C. 401(k) Retirement Plan · Sponsored by Turnbach, Warren, Rice, Frederick & Smith, P.C. · Alabama · Professional & Technical Services
$503K in assets, 8 participants
Turnbach, Warren, Rice, Frederick & Smith, P.C.'s Turnbach, Warren, Rice, Frederick & Smith, P.C. 401(k) Retirement Plan reported $503K in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.
- #2,721 in Professional & Technical Services (20,173 peers)
2024 asset change
Turnbach, Warren, Rice, Frederick & Smith, P.C. 401(k) Retirement Plan pulled back noticeably 10.7% in 2024 ($563K → $503K) for 8 participants.
- #2,721
- in Professional & Technical Services (20,173 peers)
- -10.7%
- assets change YoY
The plan reported a net loss of $60K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Turnbach, Warren, Rice, Frederick & Smith, P.C. 401(k) Retirement Plan among the smaller filed plans by assets
Turnbach, Warren, Rice, Frederick & Smith, P.C. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$503,235 18th percentile higher than 18% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Turnbach, Warren, Rice, Frederick & Smith, P.C. 401(k) Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Turnbach, Warren, Rice, Frederick & Smith, P.C. 401(k) Retirement Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Turnbach, Warren, Rice, Frederick & Smith, P.C. 401(k) Retirement Plan reported net income fell from $81K in the plan year 2023 filing to -$60K in the plan year 2024 filing.
- Turnbach, Warren, Rice, Frederick & Smith, P.C. 401(k) Retirement Plan end-of-year assets fell from $563K in the plan year 2023 filing to $503K in the plan year 2024 filing.
DOL schedule card
Filing strip 630836320 · Turnbach, Warren, Rice, Frederick & Smith, P.C. PY 2024 · 401(k)
Turnbach, Warren, Rice, Frederick & Smith, P.C. 401(k) Retirement Plan · $503K · 8 · 18th
- EIN $503K
- RANK 8
- PHOTO 18th
- IND 401(k)
- EOY near Nickel City Marketing and Press Inc 401(k) Plan
- 5500 ind #2721
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 Alabama →
Turnbach, Warren, Rice, Frederick & Smith, P.C. 401(k) Retirement Plan in the asset neighbourhood
Turnbach, Warren, Rice, Frederick & Smith, P.C. years around the 2024 move
Sponsor-wide plan assets over time
All Turnbach, Warren, Rice, Frederick & Smith, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $503K 4.3757181553828985% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $482K |
| 2023 | 1 | 8 | $563K |
| 2024 | 1 | 8 | $503K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $563K |
|---|---|
| Net Assets (End of Year) | $503K |
| Net Income | -$60K |
| Employer EIN | 630836320 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $3.2B · 20,783
- Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
- Hexagon Employee Retirement Savings Plan $1.7B · 4,638
- Vulcan 401(k) Plan $1.5B · 8,628
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167
Turnbach, Warren, Rice, Frederick & Smith, P.C. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Nickel City Marketing and Press Inc 401(k) Plan in NY ($503K); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($503K here).
Similar participant headcount
Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.