401(k) · DOL Form 5500 · 2024

Chase & Walls, PLLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
35th
Percentile by assets National rank
$522,783
Avg per participant High balance/head
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Official DOL plan name: Chase & Walls, PLLC 401(k) Plan · Sponsored by Chase & Walls, PLLC · Texas · Professional & Technical Services

$3M in assets, 6 participants

Chase & Walls, PLLC's Chase & Walls, PLLC 401(k) Plan reported $3M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,293 in Professional & Technical Services (20,173 peers)

Chase & Walls, PLLC multi-year trail

Chase & Walls, PLLC's plans moved +17.5% in assets from 2022 to 2024; this filing shows Chase & Walls, PLLC 401(k) Plan at $3M / 6 participants.

#6,293
in Professional & Technical Services (20,173 peers)
+7.3%
assets growth YoY

Chase & Walls, PLLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Chase & Walls, PLLC 401(k) Plan vs every filed plan by assets

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

$3,136,697 35th percentile higher than 35% 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

Chase & Walls, PLLC 401(k) 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. Chase & Walls, PLLC 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chase & Walls, PLLC 401(k) Plan reported net income fell from $254K in the plan year 2023 filing to $213K in the plan year 2024 filing.
  • Chase & Walls, PLLC 401(k) Plan reported participants fell from 7 in the plan year 2023 filing to 6 in the plan year 2024 filing.
  • Chase & Walls, PLLC 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 275066903 · Chase & Walls, PLLC PY 2024 · 401(k)

Chase & Walls, PLLC 401(k) Plan · $3M · 6 · 35th

  • PHOTO $3M
  • IND 6
  • EOY 35th
  • 5500 401(k)
  • ASSETS near Carlisle Associates, Inc. 401(k) Profit Sharing Plan
  • PCT ind #6293

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 →

Chase & Walls, PLLC 401(k) Plan in the asset neighbourhood

Chase & Walls, PLLC 401(k) PlanChase & Walls, PLLC 401(k) P…$3MCarlisle Associates, Inc. 401(k) Profit Sharing PlanCarlisle Associates, Inc. 40…$3MEast Side House 401(k) Plan$3MHome Start Inc 401(k) Profit Sharing Plan & TrustHome Start Inc 401(k) Profit…$3MBrooklyn Plaza Medical Center 401(k) Profit Sharing Plan and TrustBrooklyn Plaza Medical Cente…$3M
End-of-year total assets ($M) among Chase & Walls, PLLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Chase & Walls, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Chase & Walls, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 17.49768315788764% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M 202220232024 $2.67M $3.14M ▲ +17.6%
Year Plans Participants Total Assets
2022 1 5 $3M
2023 1 7 $3M
2024 1 6 $3M

Chase & Walls, PLLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$213K
Employer EIN275066903
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Chase & Walls, PLLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Chase & Walls, PLLC 401(k) Plan, Total assets ($B): 0.003136697 · Participants: 6Chase & Walls, PLLC 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
Chase & Walls, PLLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Chase & Walls, PLLC 401(k) Plan side-by-side with 3 peers →

Chase & Walls, PLLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Carlisle Associates, Inc. 401(k) Profit Sharing Plan in SC ($3M); by covered participants it is Pat Nguyen Safe Harbor 401(k) Plan in GA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Chase & Walls, PLLC 401(k) Plan assets move in 2024? ▼
Chase & Walls, PLLC 401(k) Plan grew at a solid clip - up 7.3% during 2024, from $3M to $3M. Reported net income was $213K.
How have Chase & Walls, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chase & Walls, PLLC's sponsor-wide assets grew 17.5%, from $3M to $3M.
Which 401(k) plans are similar in size to Chase & Walls, PLLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carlisle Associates, Inc. 401(k) Profit Sharing Plan in SC ($3M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Chase & Walls, PLLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pat Nguyen Safe Harbor 401(k) Plan in GA (6 participants, $1M 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 275066903.

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.