401(k) · DOL Form 5500 · 2024

Conley Rose, P.C. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size: 64
Participants Small participant base: 77th
Percentile by assets National rank: $465,845
Avg per participant High balance/head

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Official DOL plan name: Conley Rose, P.C. Savings & Profit Sharing Plan for Directors · Sponsored by Conley Rose, P.C. · Texas · Professional & Technical Services

$30M in assets, 64 participants

Conley Rose, P.C.'s Conley Rose, P.C. Savings & Profit Sharing Plan for Directors reported $30M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

#15,574 in Professional & Technical Services (20,173 peers)

Where Conley Rose, P.C. Savings & Profit Sharing Plan for Directors sits by assets

Conley Rose, P.C. Savings & Profit Sharing Plan for Directors sits in the top quartile of all filed plans by assets, $30M for 64 participants (~$465,845/participant), up 24.6% in 2024.

#15,574
in Professional & Technical Services (20,173 peers): +24.6%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

Conley Rose, P.C. Savings & Profit Sharing Plan for Directors's outsized position by total assets

Conley Rose, P.C. Savings & Profit Sharing Plan for Directors vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$29,814,056 Top 23% higher than 77% 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

Conley Rose, P.C. Savings & Profit Sharing Plan for Directors among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Conley Rose, P.C. Savings & Profit Sharing Plan for Directors is a small filing (64 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Conley Rose, P.C. Savings & Profit Sharing Plan for Directors end-of-year assets rose from $24M in the plan year 2023 filing to $30M in the plan year 2024 filing.
Conley Rose, P.C. Savings & Profit Sharing Plan for Directors reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Conley Rose, P.C. Savings & Profit Sharing Plan for Directors reported participants rose from 62 in the plan year 2023 filing to 64 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 760332926 · Conley Rose, P.C. PY 2024 · 401(k)

Conley Rose, P.C. Savings & Profit Sharing Plan for Directors · $30M · 64 · 77th

RANK $30M
PHOTO 64
IND 77th
EOY 401(k)
5500 near Foremost Farms USA 401(k) Plan and Trust for Union Members
ASSETS ind #15574

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 Conley Rose, P.C. Savings & Profit Sharing Plan for Directors and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$24M
Net Assets (End of Year)	$30M
Net Income	$5M
Employer EIN	760332926
Plan Effective Date	1991-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Conley Rose, P.C.)

Latest sponsor-wide plan assets: $38M 51.0768498707854% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	83	$25M
2023	2	80	$32M
2024	2	81	$38M

Nearby 401(k) Plans in Texas

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

Conley Rose, P.C. Savings & Profit Sharing Plan for Directors vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Conley Rose, P.C. Savings & Profit Sharing Plan for Directors side-by-side with 3 peers →

Conley Rose, P.C. Savings & Profit Sharing Plan for Directors's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Foremost Farms USA 401(k) Plan and Trust for Union Members in WI ($30M); by covered participants it is Kwik Goal Ltd. 401(k) Plan in PA (64 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Foremost Farms USA 401(k) Plan and Trust for Union Members (WI) $30M · 504
Aireco Supply 401(k) Profit Sharing Plan (MD) $30M · 244
Southern Oregon Cardiology LLC 401(k) Plan (OR) $30M · 95
Wade Incorporated 401(k) Salary Savings Plan (MS) $30M · 252

Similar participant headcount

Nearest other-state filings by covered participants (64 participants); asset peers above are excluded.

Kwik Goal Ltd. 401(k) Plan (PA) 64 · 0 off
Sandusky International Inc. Profit Sharing and 401(k) Retirement Plan (OH) 64 · 0 off
Lex Brodie's Tire Co. 401(k) Plan (HI) 64 · 0 off
Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust (OR) 64 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Conley Rose, P.C. Savings & Profit Sharing Plan for Directors assets move in 2024? ▼

Conley Rose, P.C. Savings & Profit Sharing Plan for Directors grew sharply - up 24.6% during 2024, from $24M to $30M. Reported net income was $5M.

How have Conley Rose, P.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Conley Rose, P.C.'s sponsor-wide assets grew 51.1%, from $25M to $38M.

Where does Conley Rose, P.C. Savings & Profit Sharing Plan for Directors rank by assets among Form 5500 filers? ▼

Conley Rose, P.C. Savings & Profit Sharing Plan for Directors ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Conley Rose, P.C. Savings & Profit Sharing Plan for Directors? ▼

Among 401(k) plans in other states, the closest by assets is Foremost Farms USA 401(k) Plan and Trust for Union Members in WI ($30M, 504 participants).

Which 401(k) plans cover a similar participant headcount to Conley Rose, P.C. Savings & Profit Sharing Plan for Directors? ▼

Among 401(k) plans in other states, the closest by covered participants is Kwik Goal Ltd. 401(k) Plan in PA (64 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 760332926.