401(k) · DOL Form 5500 · 2024

Heard & Smith, LLP 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
97
Participants Small participant base
43rd
Percentile by assets National rank
$53,365
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heard & Smith, LLP 401(k) Retirement Plan · Sponsored by Heard & Smith, LLP · Texas · Professional & Technical Services

$5M in assets, 97 participants

Heard & Smith, LLP's Heard & Smith, LLP 401(k) Retirement Plan reported $5M in total assets and 97 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,094 in Professional & Technical Services (20,173 peers)

Heard & Smith, LLP multi-year trail

Heard & Smith, LLP's plans moved +44.7% in assets from 2022 to 2024; this filing shows Heard & Smith, LLP 401(k) Retirement Plan at $5M / 97 participants.

#8,094
in Professional & Technical Services (20,173 peers)
+17.2%
assets growth YoY

Heard & Smith, LLP 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Heard & Smith, LLP 401(k) Retirement Plan vs every filed plan by assets

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

$5,176,423 43rd percentile higher than 43% 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

Heard & Smith, LLP 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. Heard & Smith, LLP 401(k) Retirement Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heard & Smith, LLP 401(k) Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Heard & Smith, LLP 401(k) Retirement Plan reported net income fell from $836K in the plan year 2023 filing to $762K in the plan year 2024 filing.
  • Heard & Smith, LLP 401(k) Retirement Plan reported participants rose from 91 in the plan year 2023 filing to 97 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 742712971 · Heard & Smith, LLP PY 2024 · 401(k)

Heard & Smith, LLP 401(k) Retirement Plan · $5M · 97 · 43rd

  • IND $5M
  • IND 97
  • IND 43rd
  • IND 401(k)
  • IND near Handling Systems and Conveyors, Inc. 401(k) Retirement Plan
  • IND ind #8094

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 →

Heard & Smith, LLP 401(k) Retirement Plan in the asset neighbourhood

Heard & Smith, LLP 401(k) Retirement PlanHeard & Smith, LLP 401(k) Re…$5MHandling Systems and Conveyors, Inc. 401(k) Retirement PlanHandling Systems and Conveyo…$5MKappler, Inc. 401(k) Savings PlanKappler, Inc. 401(k) Savings…$5MBest Roofing 401(k) Plan$5MCardiovascular Care 401(k) PlanCardiovascular Care 401(k) P…$5M
End-of-year total assets ($M) among Heard & Smith, LLP 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Heard & Smith, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Heard & Smith, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$5M 44.65161119952383% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.58M $5.18M ▲ +44.7%
Year Plans Participants Total Assets
2022 1 88 $4M
2023 1 91 $4M
2024 1 97 $5M

Heard & Smith, LLP filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$762K
Employer EIN742712971
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.

Heard & Smith, LLP 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Heard & Smith, LLP 401(k) Retirement Plan, Total assets ($B): 0.005176423 · Participants: 97Heard & Smith, LLP 401(k) 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
Heard & Smith, LLP 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Heard & Smith, LLP 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Handling Systems and Conveyors, Inc. 401(k) Retirement Plan in AR ($5M); by covered participants it is Employee Benefit Plan of Suburban Access, Inc. in IL (97 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Heard & Smith, LLP 401(k) Retirement Plan assets move in 2024? ▼
Heard & Smith, LLP 401(k) Retirement Plan grew sharply - up 17.2% during 2024, from $4M to $5M. Reported net income was $762K.
How have Heard & Smith, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heard & Smith, LLP's sponsor-wide assets grew 44.7%, from $4M to $5M.
Which 401(k) plans are similar in size to Heard & Smith, LLP 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Handling Systems and Conveyors, Inc. 401(k) Retirement Plan in AR ($5M, 79 participants).
Which 401(k) plans cover a similar participant headcount to Heard & Smith, LLP 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employee Benefit Plan of Suburban Access, Inc. in IL (97 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 742712971.

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.