401(k) · DOL Form 5500 · 2024

Nicolas Rich, Jr., M.D., F.a.a.P., P.a. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
20
Participants Small participant base
39th
Percentile by assets National rank
$214,351
Avg per participant Above avg balance/head
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Official DOL plan name: Nicolas Rich, Jr., M.D., F.a.a.P., P.a. Profit Sharing Plan and Trust · Sponsored by Nicolas Rich, Jr., M.D., F.a.a.P., P.a. · Texas · Healthcare & Social Assistance

$4M in assets, 20 participants

Nicolas Rich, Jr., M.D., F.a.a.P., P.a.'s Nicolas Rich, Jr., M.D., F.a.a.P., P.a. Profit Sharing Plan and Trust reported $4M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,018 in Healthcare & Social Assistance (16,916 peers)

Nicolas Rich, Jr., M.D., F.a.a.P., P.a. multi-year trail

Nicolas Rich, Jr., M.D., F.a.a.P., P.a.'s plans moved +40.7% in assets from 2022 to 2024; this filing shows Nicolas Rich, Jr., M.D., F.a.a.P., P.a. Profit Sharing Plan and Trust at $4M / 20 participants.

#7,018
in Healthcare & Social Assistance (16,916 peers)
+15.2%
assets growth YoY

Nicolas Rich, Jr., M.D., F.a.a.P., P.a. Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Nicolas Rich, Jr., M.D., F.a.a.P., P.a. Profit Sharing Plan and Trust vs every filed plan by assets

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

$4,287,012 39th percentile higher than 39% 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

Nicolas Rich, Jr., M.D., F.a.a.P., P.a. Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nicolas Rich, Jr., M.D., F.a.a.P., P.a. Profit Sharing Plan and Trust is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nicolas Rich, Jr., M.D., F.a.a.P., P.a. Profit Sharing Plan and Trust reported net income fell from $673K in the plan year 2023 filing to $567K in the plan year 2024 filing.
  • Nicolas Rich, Jr., M.D., F.a.a.P., P.a. Profit Sharing Plan and Trust end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Nicolas Rich, Jr., M.D., F.a.a.P., P.a. Profit Sharing Plan and Trust reported participants rose from 19 in the plan year 2023 filing to 20 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 742731454 · Nicolas Rich, Jr., M.D., F.a.a.P., P.a. PY 2024 · 401(k)

Nicolas Rich, Jr., M.D., F.a.a.P., P.a. Profit Sharing Plan and Trust · $4M · 20 · 39th

  • BOOK $4M
  • VS-ST 20
  • BOY 39th
  • SCH 401(k)
  • EBSA near Aleris 401(k) Plan for Usw, Local 7993, Ashville
  • PART ind #7018

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Nicolas Rich, Jr., M.D., F.a.a.P., P.a. Profit Sharing Plan and Trust in the asset neighbourhood

Nicolas Rich, Jr., M.D., F.a.a.P., P.a. Profit Sharing Plan and TrustNicolas Rich, Jr., M.D., F.a…$4MAleris 401(k) Plan for Usw, Local 7993, AshvilleAleris 401(k) Plan for Usw, …$4M403(b) Thrift Plan for Employees of Bonita House, Inc.403(b) Thrift Plan for Emplo…$4MCenter for Social Change, Inc. Safe Harbor 401(k) PlanCenter for Social Change, In…$4MHigh Tower 401(k)$4M
End-of-year total assets ($M) among Nicolas Rich, Jr., M.D., F.a.a.P., P.a. Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nicolas Rich, Jr., M.D., F.a.a.P., P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Nicolas Rich, Jr., M.D., F.a.a.P., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 40.679723668649146% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.05M $4.29M ▲ +40.7%
Year Plans Participants Total Assets
2022 1 18 $3M
2023 1 19 $4M
2024 1 20 $4M

Nicolas Rich, Jr., M.D., F.a.a.P., P.a. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$567K
Employer EIN742731454
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Nicolas Rich, Jr., M.D., F.a.a.P., P.a. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Nicolas Rich, Jr., M.D., F.a.a.P., P.a. Profit Sharing Plan and Trust, Total assets ($B): 0.004287012 · Participants: 20Nicolas Rich, Jr., M.D., F.a.a.P., P.a. Profit Sharing Plan and TrustAT&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
Nicolas Rich, Jr., M.D., F.a.a.P., P.a. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Nicolas Rich, Jr., M.D., F.a.a.P., P.a. Profit Sharing Plan and Trust side-by-side with 3 peers →

Nicolas Rich, Jr., M.D., F.a.a.P., P.a. Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Aleris 401(k) Plan for Usw, Local 7993, Ashville in GA ($4M); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Nicolas Rich, Jr., M.D., F.a.a.P., P.a. Profit Sharing Plan and Trust assets move in 2024? ▼
Nicolas Rich, Jr., M.D., F.a.a.P., P.a. Profit Sharing Plan and Trust grew sharply - up 15.2% during 2024, from $4M to $4M. Reported net income was $567K.
How have Nicolas Rich, Jr., M.D., F.a.a.P., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nicolas Rich, Jr., M.D., F.a.a.P., P.a.'s sponsor-wide assets grew 40.7%, from $3M to $4M.
Which 401(k) plans are similar in size to Nicolas Rich, Jr., M.D., F.a.a.P., P.a. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Aleris 401(k) Plan for Usw, Local 7993, Ashville in GA ($4M, 129 participants).
Which 401(k) plans cover a similar participant headcount to Nicolas Rich, Jr., M.D., F.a.a.P., P.a. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Aae 401(k) Retirement Plan in MN (20 participants, N/A 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 742731454.

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.