401(k) · DOL Form 5500 · 2024

Pannell Kerr Forster of Texas PC 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
149
Participants Small participant base
82nd
Percentile by assets National rank
$291,380
Avg per participant High balance/head
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Official DOL plan name: Pannell Kerr Forster of Texas, P.C. 401(k) Plan · Sponsored by Pannell Kerr Forster of Texas PC · Texas · Professional & Technical Services

$43M in assets, 149 participants

Pannell Kerr Forster of Texas PC's Pannell Kerr Forster of Texas, P.C. 401(k) Plan reported $43M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,758 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Pannell Kerr Forster of Texas, P.C. 401(k) Plan covers 149 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $43M.

#16,758
in Professional & Technical Services (20,173 peers)
+13.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Pannell Kerr Forster of Texas, P.C. 401(k) Plan's outsized position by total assets

Pannell Kerr Forster of Texas, P.C. 401(k) Plan vs every filed plan by assets

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

$43,415,642 Top 18% higher than 82% 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

Pannell Kerr Forster of Texas, P.C. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pannell Kerr Forster of Texas, P.C. 401(k) Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pannell Kerr Forster of Texas, P.C. 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Pannell Kerr Forster of Texas, P.C. 401(k) Plan end-of-year assets rose from $38M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Pannell Kerr Forster of Texas, P.C. 401(k) Plan reported participants rose from 136 in the plan year 2023 filing to 149 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 760356844 · Pannell Kerr Forster of Texas PC PY 2024 · 401(k)

Pannell Kerr Forster of Texas, P.C. 401(k) Plan · $43M · 149 · 82nd

  • 5500 $43M
  • 5500 149
  • 5500 82nd
  • 5500 401(k)
  • 5500 near Leadwise 401(k) Plan
  • 5500 ind #16758

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 →

Pannell Kerr Forster of Texas, P.C. 401(k) Plan in the asset neighbourhood

Benchmark Education Company Profit Sharing 401(k) PlanBenchmark Education Company …$43MPannell Kerr Forster of Texas, P.C. 401(k) PlanPannell Kerr Forster of Texa…$43MLeadwise 401(k) Plan$43MNrp Investments LLC 401(k) Savings PlanNrp Investments LLC 401(k) S…$43MEl Dorado Savings Bank Profit Sharing PlanEl Dorado Savings Bank Profi…$43M
End-of-year total assets ($M) among Pannell Kerr Forster of Texas, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$43M
Net Income$5M
Employer EIN760356844
Plan Effective Date1992-01-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Pannell Kerr Forster of Texas PC)

Sponsor-wide plan assets over time

All Pannell Kerr Forster of Texas PC plans reported in each filing year

Latest sponsor-wide plan assets
$43M 38.9521800335311% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.3M $43.4M ▲ +38.9%
Year Plans Participants Total Assets
2022 1 134 $31M
2023 1 136 $38M
2024 1 149 $43M

Nearby 401(k) Plans in Texas

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

Pannell Kerr Forster of Texas, P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Pannell Kerr Forster of Texas, P.C. 401(k) Plan, Total assets ($B): 0.043415642 · Participants: 149Pannell Kerr Forster of Texas, P.C. 401(k) 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
Pannell Kerr Forster of Texas, P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Pannell Kerr Forster of Texas, P.C. 401(k) Plan side-by-side with 3 peers →

Pannell Kerr Forster of Texas, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Leadwise 401(k) Plan in OH ($43M); by covered participants it is H.E.P. Materials Corp. 401(k) Profit Sharing Plan in NY (149 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Pannell Kerr Forster of Texas, P.C. 401(k) Plan assets move in 2024? ▼
Pannell Kerr Forster of Texas, P.C. 401(k) Plan grew at a solid clip - up 13.6% during 2024, from $38M to $43M. Reported net income was $5M.
How have Pannell Kerr Forster of Texas PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pannell Kerr Forster of Texas PC's sponsor-wide assets grew 39.0%, from $31M to $43M.
Where does Pannell Kerr Forster of Texas, P.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Pannell Kerr Forster of Texas, P.C. 401(k) Plan ranks in the 82nd 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 Pannell Kerr Forster of Texas, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Leadwise 401(k) Plan in OH ($43M, 376 participants).
Which 401(k) plans cover a similar participant headcount to Pannell Kerr Forster of Texas, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is H.E.P. Materials Corp. 401(k) Profit Sharing Plan in NY (149 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 760356844.

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.