401(k) · DOL Form 5500 · 2024

Roach Howard Smith & Barton, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
59
Participants Small participant base
65th
Percentile by assets National rank
$262,056
Avg per participant Above avg balance/head
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Official DOL plan name: Roach Howard Smith & Barton, Inc. 401(k) Profit Sharing Plan · Sponsored by Roach Howard Smith & Barton, Inc. · Texas · Finance & Insurance

$15M in assets, 59 participants

Roach Howard Smith & Barton, Inc.'s Roach Howard Smith & Barton, Inc. 401(k) Profit Sharing Plan reported $15M in total assets and 59 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,198 in Finance & Insurance (8,549 peers)

Roach Howard Smith & Barton, Inc. multi-year trail

Roach Howard Smith & Barton, Inc.'s plans moved +11.6% in assets from 2022 to 2024; this filing shows Roach Howard Smith & Barton, Inc. 401(k) Profit Sharing Plan at $15M / 59 participants.

#4,198
in Finance & Insurance (8,549 peers)
+16.0%
assets growth YoY

Roach Howard Smith & Barton, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Roach Howard Smith & Barton, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,461,332 Top 35% higher than 65% 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

Roach Howard Smith & Barton, Inc. 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. Roach Howard Smith & Barton, Inc. 401(k) Profit Sharing Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roach Howard Smith & Barton, Inc. 401(k) Profit Sharing Plan reported net income rose from -$525K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Roach Howard Smith & Barton, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Roach Howard Smith & Barton, Inc. 401(k) Profit Sharing Plan reported participants fell from 62 in the plan year 2023 filing to 59 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 752760506 · Roach Howard Smith & Barton, Inc. PY 2024 · 401(k)

Roach Howard Smith & Barton, Inc. 401(k) Profit Sharing Plan · $15M · 59 · 65th

  • PHOTO $15M
  • IND 59
  • EOY 65th
  • 5500 401(k)
  • ASSETS near Practice Plus Retirement Plan
  • PCT ind #4198

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 Finance & Insurance retirement plans → · Plans in Texas →

Roach Howard Smith & Barton, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Roach Howard Smith & Barton, Inc. 401(k) Profit Sharing PlanRoach Howard Smith & Barton,…$15MPractice Plus Retirement Plan$15MThe Window Nation 401(k) and Profit Sharing PlanThe Window Nation 401(k) and…$15MMobility Bone & Joint Institute 401(k) PlanMobility Bone & Joint Instit…$15MNorthwest Indiana Pathology Consultants, P.C. 401(k) Retirement PlanNorthwest Indiana Pathology …$15M
End-of-year total assets ($M) among Roach Howard Smith & Barton, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Roach Howard Smith & Barton, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Roach Howard Smith & Barton, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 11.609926161884841% vs 2022
2024 filing year
$13M$14M$15M$16M 202220232024 $13.9M $15.5M ▲ +11.6%
Year Plans Participants Total Assets
2022 1 61 $14M
2023 1 62 $13M
2024 1 59 $15M

Roach Howard Smith & Barton, Inc. filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN752760506
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Roach Howard Smith & Barton, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Roach Howard Smith & Barton, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.015461332 · Participants: 59Roach Howard Smith & Barton, Inc. 401(k) Profit Sharing 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
Roach Howard Smith & Barton, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Roach Howard Smith & Barton, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Roach Howard Smith & Barton, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Practice Plus Retirement Plan in AR ($15M); by covered participants it is Elite Cuisine, LLC 401(k) Profit Sharing Plan in MO (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Roach Howard Smith & Barton, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Roach Howard Smith & Barton, Inc. 401(k) Profit Sharing Plan grew sharply - up 16.0% during 2024, from $13M to $15M. Reported net income was $2M.
How have Roach Howard Smith & Barton, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roach Howard Smith & Barton, Inc.'s sponsor-wide assets grew 11.6%, from $14M to $15M.
Which 401(k) plans are similar in size to Roach Howard Smith & Barton, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Practice Plus Retirement Plan in AR ($15M, 477 participants).
Which 401(k) plans cover a similar participant headcount to Roach Howard Smith & Barton, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Elite Cuisine, LLC 401(k) Profit Sharing Plan in MO (59 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 752760506.

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.