401(k) · DOL Form 5500 · 2024

Harris, Finley, & Bogle, P.C. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
73
Participants Small participant base
76th
Percentile by assets National rank
$377,152
Avg per participant High balance/head
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Official DOL plan name: Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust · Sponsored by Harris, Finley, & Bogle, P.C. · Texas · Professional & Technical Services

$28M in assets, 73 participants

Harris, Finley, & Bogle, P.C.'s Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust reported $28M in total assets and 73 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,320 in Professional & Technical Services (20,173 peers)

Where Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust sits by assets

Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $28M for 73 participants (~$377,152/participant), up 13.1% in 2024.

#15,320
in Professional & Technical Services (20,173 peers)
+13.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$27,532,085 Top 24% higher than 76% 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

Harris, Finley & Bogle, P.C. 401(k) 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. Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $24M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust reported participants rose from 67 in the plan year 2023 filing to 73 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 751564934 · Harris, Finley, & Bogle, P.C. PY 2024 · 401(k)

Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust · $28M · 73 · 76th

  • ASSETS $28M
  • PCT 73
  • EIN 76th
  • RANK 401(k)
  • PHOTO near Schwing America, Inc. 401(k) Salary Savings Plan
  • IND ind #15320

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 →

Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and TrustHarris, Finley & Bogle, P.C.…$28MSchwing America, Inc. 401(k) Salary Savings PlanSchwing America, Inc. 401(k)…$28MThe Amenity Collective 401(k) PlanThe Amenity Collective 401(k…$28MNorth Country Healthcare, Inc. 401(k) Retirement PlanNorth Country Healthcare, In…$28MDvl Group 401(k) Plan$28M
End-of-year total assets ($M) among Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN751564934
Plan Effective Date1977-08-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Harris, Finley, & Bogle, P.C.)

Sponsor-wide plan assets over time

All Harris, Finley, & Bogle, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 24.31448777211489% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $22.2M $27.5M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 61 $22M
2023 1 67 $24M
2024 1 73 $28M

Nearby 401(k) Plans in Texas

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

Harris, Finley & Bogle, P.C. 401(k) 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 ($B) Participants Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.027532085 · Participants: 73Harris, Finley & Bogle, P.C. 401(k) 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
Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Harris, Finley & Bogle, P.C. 401(k) 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 Schwing America, Inc. 401(k) Salary Savings Plan in MN ($28M); by covered participants it is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (73 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 13.1% during 2024, from $24M to $28M. Reported net income was $3M.
How have Harris, Finley, & Bogle, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harris, Finley, & Bogle, P.C.'s sponsor-wide assets grew 24.3%, from $22M to $28M.
Where does Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Schwing America, Inc. 401(k) Salary Savings Plan in MN ($28M, 266 participants).
Which 401(k) plans cover a similar participant headcount to Harris, Finley & Bogle, P.C. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (73 participants, $15M 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 751564934.

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.