401(k) · DOL Form 5500 · 2024
The Terry Law Firm, P.C. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $273,648
- Avg per participant High balance/head
Official DOL plan name: The Terry Law Firm, P. C. 401(k) Profit Sharing Plan · Sponsored by The Terry Law Firm, P.C. · Tennessee · Professional & Technical Services
$4M in assets, 16 participants
The Terry Law Firm, P.C.'s The Terry Law Firm, P. C. 401(k) Profit Sharing Plan reported $4M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #7,469 in Professional & Technical Services (20,173 peers)
The Terry Law Firm, P.C. multi-year trail
The Terry Law Firm, P.C.'s plans moved +47.7% in assets from 2022 to 2024; this filing shows The Terry Law Firm, P. C. 401(k) Profit Sharing Plan at $4M / 16 participants.
- #7,469
- in Professional & Technical Services (20,173 peers)
- +17.0%
- assets growth YoY
The Terry Law Firm, P. C. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
The Terry Law Firm, P. C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,378,361 40th percentile higher than 40% 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
The Terry Law Firm, P. C. 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Terry Law Firm, P. C. 401(k) Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Terry Law Firm, P. C. 401(k) Profit Sharing Plan reported participants rose from 13 in the plan year 2023 filing to 16 in the plan year 2024 filing.
- The Terry Law Firm, P. C. 401(k) Profit Sharing Plan reported net income fell from $777K in the plan year 2023 filing to $636K in the plan year 2024 filing.
- The Terry Law Firm, P. C. 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 621836766 · The Terry Law Firm, P.C. PY 2024 · 401(k)
The Terry Law Firm, P. C. 401(k) Profit Sharing Plan · $4M · 16 · 40th
- EOY $4M
- 5500 16
- ASSETS 40th
- PCT 401(k)
- EIN near Roosevelt Children's Academy Charter School 401(k) Plan
- RANK ind #7469
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 Tennessee →
The Terry Law Firm, P. C. 401(k) Profit Sharing Plan in the asset neighbourhood
The Terry Law Firm, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All The Terry Law Firm, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 47.65297330291487% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $3M |
| 2023 | 1 | 13 | $4M |
| 2024 | 1 | 16 | $4M |
The Terry Law Firm, P.C. filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $636K |
| Employer EIN | 621836766 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
The Terry Law Firm, P. C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Roosevelt Children's Academy Charter School 401(k) Plan in NY ($4M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Roosevelt Children's Academy Charter School 401(k) Plan (NY) $4M · 125
- DC Bilingual Public Charter School 401(k) Plan (DC) $4M · 124
- Michigan Center for Fertility and Womens' Health PLC Employees' 401(k) Plan and Trust (MI) $4M · 36
- Work Truck Solutions Inc 401(k) Profit Sharing Plan & Trust (CA) $4M · 86
Similar participant headcount
Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.
- I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust (OH) 16 · 0 off
- Texas Midwest Emergency Physicians PA 401(k) Profit Sharing Plan & Trust (TX) 16 · 0 off
- River's Edge Dental Clinic 401(k)/Profit Sharing Plan (MN) 16 · 0 off
- Kelley-Mackenzie Auto Parts, Inc. 401(k) Profit Sharing Plan and Trust (NH) 16 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.