401(k) · DOL Form 5500 · 2024

Sewell & Neal, PLLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
18
Participants Small participant base
31st
Percentile by assets National rank
$134,504
Avg per participant Near avg balance/head
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Official DOL plan name: Sewell & Neal, PLLC 401(k) Retirement Plan · Sponsored by Sewell & Neal, PLLC · Kentucky · Professional & Technical Services

$2M in assets, 18 participants

Sewell & Neal, PLLC's Sewell & Neal, PLLC 401(k) Retirement Plan reported $2M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,575 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Sewell & Neal, PLLC 401(k) Retirement Plan holds $2M for 18 participants - about $134,504 per participant, in the lower half of filed plans by assets.

#5,575
in Professional & Technical Services (20,173 peers)
+1.0%
assets growth YoY

Sewell & Neal, PLLC 401(k) Retirement Plan among the smaller filed plans by assets

Sewell & Neal, PLLC 401(k) Retirement Plan vs every filed plan by assets

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

$2,421,076 31st percentile higher than 31% 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

Sewell & Neal, PLLC 401(k) Retirement 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. Sewell & Neal, PLLC 401(k) Retirement Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sewell & Neal, PLLC 401(k) Retirement Plan reported net income fell from $106K in the plan year 2023 filing to $23K in the plan year 2024 filing.
  • Sewell & Neal, PLLC 401(k) Retirement Plan reported participants fell from 20 in the plan year 2023 filing to 18 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 611275617 · Sewell & Neal, PLLC PY 2024 · 401(k)

Sewell & Neal, PLLC 401(k) Retirement Plan · $2M · 18 · 31st

  • ASSETS $2M
  • ASSETS 18
  • ASSETS 31st
  • ASSETS 401(k)
  • ASSETS near Mcmillan Office Inc 401(k) Profit Sharing Plan & Trust
  • ASSETS ind #5575

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 Kentucky →

Sewell & Neal, PLLC 401(k) Retirement Plan in the asset neighbourhood

Sewell & Neal, PLLC 401(k) Retirement PlanSewell & Neal, PLLC 401(k) R…$2MMcmillan Office Inc 401(k) Profit Sharing Plan & TrustMcmillan Office Inc 401(k) P…$2MSkills Development Services, Inc. 401(k) Profit Sharing PlanSkills Development Services,…$2MColorado Precast Inc. 401(k) PlanColorado Precast Inc. 401(k)…$2MPersonalized Therapy, LLC 401(k) Profit Sharing PlanPersonalized Therapy, LLC 40…$2M
End-of-year total assets ($M) among Sewell & Neal, PLLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$23K
Employer EIN611275617
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sewell & Neal, PLLC)

Sponsor-wide plan assets over time

All Sewell & Neal, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 5.6312194372794515% vs 2022
2024 filing year
$2.25M$2.3M$2.35M$2.4M$2.45M 202220232024 $2.29M $2.42M ▲ +5.7%
Year Plans Participants Total Assets
2022 1 19 $2M
2023 1 20 $2M
2024 1 18 $2M

Nearby 401(k) Plans in Kentucky

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

Sewell & Neal, PLLC 401(k) Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Sewell & Neal, PLLC 401(k) Retirement Plan, Total assets ($B): 0.002421076 · Participants: 18Sewell & Neal, PLLC 401(k) Retirement PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Sewell & Neal, PLLC 401(k) Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Sewell & Neal, PLLC 401(k) Retirement Plan side-by-side with 3 peers →

Sewell & Neal, PLLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Mcmillan Office Inc 401(k) Profit Sharing Plan & Trust in MI ($2M); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Sewell & Neal, PLLC 401(k) Retirement Plan assets move in 2024? ▼
Sewell & Neal, PLLC 401(k) Retirement Plan held essentially flat - up 1.0% during 2024, from $2M to $2M. Reported net income was $23K.
How have Sewell & Neal, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sewell & Neal, PLLC's sponsor-wide assets grew 5.6%, from $2M to $2M.
Which 401(k) plans are similar in size to Sewell & Neal, PLLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcmillan Office Inc 401(k) Profit Sharing Plan & Trust in MI ($2M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Sewell & Neal, PLLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 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 611275617.

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.