401(k) · DOL Form 5500 · 2024

Larson Newman, LLP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
7
Participants Small participant base
37th
Percentile by assets National rank
$522,513
Avg per participant High balance/head
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Official DOL plan name: Larson Newman LLP Retirement Plan · Sponsored by Larson Newman, LLP · Texas · Professional & Technical Services

$4M in assets, 7 participants

Larson Newman, LLP's Larson Newman LLP Retirement Plan reported $4M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,811 in Professional & Technical Services (20,173 peers)

Larson Newman, LLP multi-year trail

Larson Newman, LLP's plans moved +15.0% in assets from 2022 to 2024; this filing shows Larson Newman LLP Retirement Plan at $4M / 7 participants.

#6,811
in Professional & Technical Services (20,173 peers)
+5.3%
assets growth YoY

Larson Newman LLP Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Larson Newman LLP Retirement Plan vs every filed plan by assets

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

$3,657,592 37th percentile higher than 37% 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

Larson Newman LLP Retirement 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. Larson Newman LLP Retirement Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Larson Newman LLP Retirement Plan reported net income fell from $296K in the plan year 2023 filing to $182K in the plan year 2024 filing.
  • Larson Newman LLP Retirement Plan reported participants fell from 8 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • Larson Newman LLP Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 204340109 · Larson Newman, LLP PY 2024 · 401(k)

Larson Newman LLP Retirement Plan · $4M · 7 · 37th

  • RANK $4M
  • PHOTO 7
  • IND 37th
  • EOY 401(k)
  • 5500 near Allegheny Contracting, LLC 401(k) Profit Sharing Plan
  • ASSETS ind #6811

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 →

Larson Newman LLP Retirement Plan in the asset neighbourhood

Larson Newman LLP Retirement PlanLarson Newman LLP Retirement…$4MAllegheny Contracting, LLC 401(k) Profit Sharing PlanAllegheny Contracting, LLC 4…$4MSimple. Optimized. Solutions. Inc. 401(k) PlanSimple. Optimized. Solutions…$4MSupreme Oil Co. 401(k) Profit Sharing PlanSupreme Oil Co. 401(k) Profi…$4MOpal Services, Inc. 401(k) and Profit Sharing PlanOpal Services, Inc. 401(k) a…$4M
End-of-year total assets ($M) among Larson Newman LLP Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Larson Newman, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Larson Newman, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$4M 15.038114950930362% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M 202220232024 $3.18M $3.66M ▲ +15.1%
Year Plans Participants Total Assets
2022 1 10 $3M
2023 1 8 $3M
2024 1 7 $4M

Larson Newman, LLP filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$182K
Employer EIN204340109
Plan Effective Date2006-02-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Larson Newman LLP Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Larson Newman LLP Retirement Plan, Total assets ($B): 0.003657592 · Participants: 7Larson Newman 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
Larson Newman LLP Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Larson Newman LLP Retirement Plan side-by-side with 3 peers →

Larson Newman LLP Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Allegheny Contracting, LLC 401(k) Profit Sharing Plan in PA ($4M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Larson Newman LLP Retirement Plan assets move in 2024? ▼
Larson Newman LLP Retirement Plan grew at a solid clip - up 5.3% during 2024, from $3M to $4M. Reported net income was $182K.
How have Larson Newman, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Larson Newman, LLP's sponsor-wide assets grew 15.0%, from $3M to $4M.
Which 401(k) plans are similar in size to Larson Newman LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allegheny Contracting, LLC 401(k) Profit Sharing Plan in PA ($4M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Larson Newman LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 participants, N/A 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 204340109.

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.