401(k) · DOL Form 5500 · 2024

Williams Hart & Boundas, LLP 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
92
Participants Small participant base
66th
Percentile by assets National rank
$173,362
Avg per participant Above avg balance/head
PlainRetire home → About this data

Official DOL plan name: Williams Hart & Boundas, LLP 401(k) Plan · Sponsored by Williams Hart & Boundas, LLP · Texas · Professional & Technical Services

$16M in assets, 92 participants

Williams Hart & Boundas, LLP's Williams Hart & Boundas, LLP 401(k) Plan reported $16M in total assets and 92 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,078 in Professional & Technical Services (20,173 peers)

2024 asset change

Williams Hart & Boundas, LLP 401(k) Plan grew at a solid clip 14.6% in 2024 ($14M → $16M) for 92 participants.

#13,078
in Professional & Technical Services (20,173 peers)
+14.6%
assets growth YoY

Williams Hart & Boundas, LLP 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Williams Hart & Boundas, LLP 401(k) Plan vs every filed plan by assets

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

$15,949,281 Top 34% higher than 66% 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

Williams Hart & Boundas, LLP 401(k) 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. Williams Hart & Boundas, LLP 401(k) Plan is a small filing (92 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 760397414 · Williams Hart & Boundas, LLP PY 2024 · 401(k)

Williams Hart & Boundas, LLP 401(k) Plan · $16M · 92 · 66th

  • IND $16M
  • IND 92
  • IND 66th
  • IND 401(k)
  • IND near Aspen Environmental Group 401(k) Salary Reduction Plan and Trust
  • IND ind #13078

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 →

Williams Hart & Boundas, LLP 401(k) Plan in the asset neighbourhood

Williams Hart & Boundas, LLP 401(k) PlanWilliams Hart & Boundas, LLP…$16MAspen Environmental Group 401(k) Salary Reduction Plan and TrustAspen Environmental Group 40…$16MIdentisys Incorporated 401(k) Profit Sharing Plan and TrustIdentisys Incorporated 401(k…$16MPolinger Company 401(k) Plan$16MAmerican Federation of Teachers Aftsu National Representative Staff Retirement Plan and TrustAmerican Federation of Teach…$16M
End-of-year total assets ($M) among Williams Hart & Boundas, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN760397414
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Williams Hart & Boundas, LLP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Williams Hart & Boundas, LLP 401(k) Plan, Total assets ($B): 0.015949281 · Participants: 92Williams Hart & Boundas, LLP 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
Williams Hart & Boundas, LLP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Williams Hart & Boundas, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Aspen Environmental Group 401(k) Salary Reduction Plan and Trust in CA ($16M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants). Same-state nearby plans are listed separately above.

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 Williams Hart & Boundas, LLP 401(k) Plan assets move in 2024?
Williams Hart & Boundas, LLP 401(k) Plan grew at a solid clip - up 14.6% during 2024, from $14M to $16M. Reported net income was $2M.
Which 401(k) plans are similar in size to Williams Hart & Boundas, LLP 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Aspen Environmental Group 401(k) Salary Reduction Plan and Trust in CA ($16M, 69 participants).
Which 401(k) plans cover a similar participant headcount to Williams Hart & Boundas, LLP 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants, $487K in assets).