401(k) · DOL Form 5500 · 2024

Greer, Herz & Adams, LLP 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
36
Participants Small participant base
79th
Percentile by assets National rank
$934,579
Avg per participant High balance/head
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Official DOL plan name: Greer, Herz & Adams LLP Retirement Plan · Sponsored by Greer, Herz & Adams, LLP · Texas · Professional & Technical Services

$34M in assets, 36 participants

Greer, Herz & Adams, LLP's Greer, Herz & Adams LLP Retirement Plan reported $34M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #15,992 in Professional & Technical Services (20,173 peers)

Where Greer, Herz & Adams LLP Retirement Plan sits by assets

Greer, Herz & Adams LLP Retirement Plan sits in the top quartile of all filed plans by assets, $34M for 36 participants (~$934,579/participant), up 7.1% in 2024.

#15,992
in Professional & Technical Services (20,173 peers)
+7.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Greer, Herz & Adams LLP Retirement Plan's outsized position by total assets

Greer, Herz & Adams LLP Retirement Plan vs every filed plan by assets

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

$33,644,827 Top 21% higher than 79% 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

Greer, Herz & Adams LLP 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. Greer, Herz & Adams LLP Retirement Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Greer, Herz & Adams LLP Retirement Plan reported net income rose from -$964K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Greer, Herz & Adams LLP Retirement Plan reported participants fell from 57 in the plan year 2023 filing to 36 in the plan year 2024 filing.
  • Greer, Herz & Adams LLP Retirement Plan end-of-year assets rose from $31M in the plan year 2023 filing to $34M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 741076878 · Greer, Herz & Adams, LLP PY 2024 · 401(k)

Greer, Herz & Adams LLP Retirement Plan · $34M · 36 · 79th

  • ASSETS $34M
  • PCT 36
  • EIN 79th
  • RANK 401(k)
  • PHOTO near Bbx Capital, Inc. 401(k) Plan
  • IND ind #15992

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 →

Greer, Herz & Adams LLP Retirement Plan in the asset neighbourhood

Bbx Capital, Inc. 401(k) Plan$34MUrgent Cares of America Holdings, LLC 401(k) PlanUrgent Cares of America Hold…$34MGreer, Herz & Adams LLP Retirement PlanGreer, Herz & Adams LLP Reti…$34MAnnapolis Micro Systems, Inc. 401(k) PlanAnnapolis Micro Systems, Inc…$34MTravcorp USA 401(k) Savings & Retirement PlanTravcorp USA 401(k) Savings …$34M
End-of-year total assets ($M) among Greer, Herz & Adams LLP Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$34M
Net Income$2M
Employer EIN741076878
Plan Effective Date1984-03-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Greer, Herz & Adams, LLP)

Sponsor-wide plan assets over time

All Greer, Herz & Adams, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$34M 3.900515509173356% vs 2022
2024 filing year
$31M$32M$33M$34M 202220232024 $32.4M $33.6M ▲ +3.9%
Year Plans Participants Total Assets
2022 1 57 $32M
2023 1 57 $31M
2024 1 36 $34M

Nearby 401(k) Plans in Texas

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

Greer, Herz & Adams LLP Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Greer, Herz & Adams LLP Retirement Plan, Total assets ($B): 0.033644827 · Participants: 36Greer, Herz & Adams LLP Retirement 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
Greer, Herz & Adams LLP Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Greer, Herz & Adams LLP Retirement Plan side-by-side with 3 peers →

Greer, Herz & Adams LLP Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bbx Capital, Inc. 401(k) Plan in FL ($34M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (36 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Greer, Herz & Adams LLP Retirement Plan assets move in 2024? ▼
Greer, Herz & Adams LLP Retirement Plan grew at a solid clip - up 7.1% during 2024, from $31M to $34M. Reported net income was $2M.
How have Greer, Herz & Adams, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Greer, Herz & Adams, LLP's sponsor-wide assets grew 3.9%, from $32M to $34M.
Where does Greer, Herz & Adams LLP Retirement Plan rank by assets among Form 5500 filers? ▼
Greer, Herz & Adams LLP Retirement Plan ranks in the 79th 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 Greer, Herz & Adams LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bbx Capital, Inc. 401(k) Plan in FL ($34M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Greer, Herz & Adams LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (36 participants, $4M 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 741076878.

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.