Profit Sharing · DOL Form 5500 · 2024
Tom E. Smalley, Attorney at Law Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $937,472
- Avg per participant High balance/head
Official DOL plan name: Tom E. Smalley Profit Sharing Plan · Sponsored by Tom E. Smalley, Attorney at Law · Texas · Professional & Technical Services
$3M in assets, 3 participants
Tom E. Smalley, Attorney at Law's Tom E. Smalley Profit Sharing Plan reported $3M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #5,991 in Professional & Technical Services (20,173 peers)
Tom E. Smalley, Attorney at Law multi-year trail
Tom E. Smalley, Attorney at Law's plans moved +26.4% in assets from 2022 to 2024; this filing shows Tom E. Smalley Profit Sharing Plan at $3M / 3 participants.
- #5,991
- in Professional & Technical Services (20,173 peers)
- +12.6%
- assets growth YoY
Tom E. Smalley Profit Sharing Plan among the smaller filed plans by assets
Tom E. Smalley Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,812,415 33rd percentile higher than 33% 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
Tom E. Smalley Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tom E. Smalley Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tom E. Smalley Profit Sharing Plan reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.
- Tom E. Smalley Profit Sharing Plan reported net income rose from $273K in the plan year 2023 filing to $314K in the plan year 2024 filing.
- Tom E. Smalley Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 752109448 · Tom E. Smalley, Attorney at Law PY 2024 · Profit Sharing
Tom E. Smalley Profit Sharing Plan · $3M · 3 · 33rd
- NET $3M
- BOOK 3
- VS-ST 33rd
- BOY Profit Sharing
- SCH near David J. Conner, D.D.S., P.a. Employees Profit Sharing Plan
- EBSA ind #5991
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 →
Tom E. Smalley Profit Sharing Plan in the asset neighbourhood
Tom E. Smalley, Attorney at Law multi-year asset trail
Sponsor-wide plan assets over time
All Tom E. Smalley, Attorney at Law plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 26.36807403393462% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $2M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 3 | $3M |
Tom E. Smalley, Attorney at Law filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $314K |
| Employer EIN | 752109448 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Baylor College of Medicine Retirement Plan $2.0B · 10,721
- H-E-B Partner Stock Plan $1.6B · 103,962
- The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
- American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
- Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069
Tom E. Smalley Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is David J. Conner, D.D.S., P.a. Employees Profit Sharing Plan in MS ($3M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.