401(k) · DOL Form 5500 · 2024

Polunsky & Beitel, P.C. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
130
Participants Small participant base
48th
Percentile by assets National rank
$53,797
Avg per participant Low balance/head
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Official DOL plan name: Polunsky & Beitel, P.C. 401(k) Plan · Sponsored by Polunsky & Beitel, P.C. · Texas · Professional & Technical Services

$7M in assets, 130 participants

Polunsky & Beitel, P.C.'s Polunsky & Beitel, P.C. 401(k) Plan reported $7M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,346 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Polunsky & Beitel, P.C. 401(k) Plan covers 130 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $7M.

#9,346
in Professional & Technical Services (20,173 peers)
+9.7%
assets growth YoY

Polunsky & Beitel, P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Polunsky & Beitel, P.C. 401(k) Plan vs every filed plan by assets

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

$6,993,607 48th percentile higher than 48% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Polunsky & Beitel, P.C. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Polunsky & Beitel, P.C. 401(k) Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Polunsky & Beitel, P.C. 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Polunsky & Beitel, P.C. 401(k) Plan reported participants fell from 142 in the plan year 2023 filing to 130 in the plan year 2024 filing.
  • Polunsky & Beitel, P.C. 401(k) Plan reported net income rose from $572K in the plan year 2023 filing to $617K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 741935175 · Polunsky & Beitel, P.C. PY 2024 · 401(k)

Polunsky & Beitel, P.C. 401(k) Plan · $7M · 130 · 48th

  • PART $7M
  • PART 130
  • PART 48th
  • PART 401(k)
  • PART near Royal Basket Truck Inc. 401(k) Profit Sharing Plan
  • PART ind #9346

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 →

Polunsky & Beitel, P.C. 401(k) Plan in the asset neighbourhood

Polunsky & Beitel, P.C. 401(k) PlanPolunsky & Beitel, P.C. 401(…$7MRoyal Basket Truck Inc. 401(k) Profit Sharing PlanRoyal Basket Truck Inc. 401(…$7MHutsonwood, Inc. 401(k) Plan$7MGeneral Tool 401(k) Plan$7MD 3 LLC 401(k) Profit Sharing Plan and TrustD 3 LLC 401(k) Profit Sharin…$7M
End-of-year total assets ($M) among Polunsky & Beitel, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$617K
Employer EIN741935175
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Polunsky & Beitel, P.C.)

Sponsor-wide plan assets over time

All Polunsky & Beitel, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 20.472854100966885% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.81M $6.99M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 217 $6M
2023 1 142 $6M
2024 1 130 $7M

Nearby 401(k) Plans in Texas

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

Polunsky & Beitel, P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Polunsky & Beitel, P.C. 401(k) Plan, Total assets ($B): 0.006993607 · Participants: 130Polunsky & Beitel, P.C. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Polunsky & Beitel, P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Polunsky & Beitel, P.C. 401(k) Plan side-by-side with 3 peers →

Polunsky & Beitel, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Royal Basket Truck Inc. 401(k) Profit Sharing Plan in WI ($7M); by covered participants it is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (130 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.

Frequently Asked Questions

How did Polunsky & Beitel, P.C. 401(k) Plan assets move in 2024? ▼
Polunsky & Beitel, P.C. 401(k) Plan grew at a solid clip - up 9.7% during 2024, from $6M to $7M. Reported net income was $617K.
How have Polunsky & Beitel, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Polunsky & Beitel, P.C.'s sponsor-wide assets grew 20.5%, from $6M to $7M.
Which 401(k) plans are similar in size to Polunsky & Beitel, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Royal Basket Truck Inc. 401(k) Profit Sharing Plan in WI ($7M, 161 participants).
Which 401(k) plans cover a similar participant headcount to Polunsky & Beitel, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants, $21K 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 741935175.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.