401(k) · DOL Form 5500 · 2024

Terrill & Waldrop PLLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
36th
Percentile by assets National rank
$377,973
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Terrill & Waldrop PLLC Profit Sharing Plan and Trust · Sponsored by Terrill & Waldrop PLLC · Texas · Professional & Technical Services

$3M in assets, 9 participants

Terrill & Waldrop PLLC's Terrill & Waldrop PLLC Profit Sharing Plan and Trust reported $3M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,561 in Professional & Technical Services (20,173 peers)

Terrill & Waldrop PLLC multi-year trail

Terrill & Waldrop PLLC's plans moved +21.8% in assets from 2022 to 2024; this filing shows Terrill & Waldrop PLLC Profit Sharing Plan and Trust at $3M / 9 participants.

#6,561
in Professional & Technical Services (20,173 peers)
+18.4%
assets growth YoY

Terrill & Waldrop PLLC Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Terrill & Waldrop PLLC Profit Sharing Plan and Trust vs every filed plan by assets

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

$3,401,755 36th percentile higher than 36% 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

Terrill & Waldrop PLLC Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Terrill & Waldrop PLLC Profit Sharing Plan and Trust is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Terrill & Waldrop PLLC Profit Sharing Plan and Trust reported net income rose from $337K in the plan year 2023 filing to $528K in the plan year 2024 filing.
  • Terrill & Waldrop PLLC Profit Sharing Plan and Trust 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 810946217 · Terrill & Waldrop PLLC PY 2024 · 401(k)

Terrill & Waldrop PLLC Profit Sharing Plan and Trust · $3M · 9 · 36th

  • RANK $3M
  • RANK 9
  • RANK 36th
  • RANK 401(k)
  • RANK near Rp Design & Management LLC 401(k) Profit Sharing Plan and Trust
  • RANK ind #6561

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 →

Terrill & Waldrop PLLC Profit Sharing Plan and Trust in the asset neighbourhood

Terrill & Waldrop PLLC Profit Sharing Plan and TrustTerrill & Waldrop PLLC Profi…$3MRp Design & Management LLC 401(k) Profit Sharing Plan and TrustRp Design & Management LLC 4…$3MAccess Point Consulting 401(k) Profit Sharing PlanAccess Point Consulting 401(…$3MUp Management, LLC 401(k) PlanUp Management, LLC 401(k) Pl…$3MPatient Now LLC 401(k) Plan$3M
End-of-year total assets ($M) among Terrill & Waldrop PLLC Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Terrill & Waldrop PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Terrill & Waldrop PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 21.773045600025352% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.52M $6.72M ▲ +21.7%
Year Plans Participants Total Assets
2022 2 14 $6M
2023 2 15 $6M
2024 2 15 $7M

Terrill & Waldrop PLLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$528K
Employer EIN810946217
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Terrill & Waldrop PLLC 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 ($B) Participants Terrill & Waldrop PLLC Profit Sharing Plan and Trust, Total assets ($B): 0.003401755 · Participants: 9Terrill & Waldrop PLLC 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
Terrill & Waldrop PLLC Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants

Terrill & Waldrop PLLC 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 Rp Design & Management LLC 401(k) Profit Sharing Plan and Trust in NJ ($3M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Terrill & Waldrop PLLC Profit Sharing Plan and Trust assets move in 2024? ▼
Terrill & Waldrop PLLC Profit Sharing Plan and Trust grew sharply - up 18.4% during 2024, from $3M to $3M. Reported net income was $528K.
How have Terrill & Waldrop PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Terrill & Waldrop PLLC's sponsor-wide assets grew 21.8%, from $6M to $7M.
Which 401(k) plans are similar in size to Terrill & Waldrop PLLC Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Rp Design & Management LLC 401(k) Profit Sharing Plan and Trust in NJ ($3M, 1,105 participants).
Which 401(k) plans cover a similar participant headcount to Terrill & Waldrop PLLC Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K in assets).