401(k) · DOL Form 5500 · 2024

Fee, Smith & Sharp, LLP 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
119
Participants Small participant base
69th
Percentile by assets National rank
$160,634
Avg per participant Above avg balance/head
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Official DOL plan name: Fee, Smith & Sharp, LLP 401(k) Plan · Sponsored by Fee, Smith & Sharp, LLP · Texas · Professional & Technical Services

$19M in assets, 119 participants

Fee, Smith & Sharp, LLP's Fee, Smith & Sharp, LLP 401(k) Plan reported $19M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,821 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Fee, Smith & Sharp, LLP 401(k) Plan covers 119 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $19M.

#13,821
in Professional & Technical Services (20,173 peers)
+14.8%
assets growth YoY

Fee, Smith & Sharp, LLP 401(k) Plan's outsized position by total assets

Fee, Smith & Sharp, LLP 401(k) Plan vs every filed plan by assets

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

$19,115,411 Top 31% higher than 69% 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

Fee, Smith & Sharp, LLP 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fee, Smith & Sharp, LLP 401(k) Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fee, Smith & Sharp, LLP 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Fee, Smith & Sharp, LLP 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Fee, Smith & Sharp, LLP 401(k) Plan reported participants fell from 133 in the plan year 2023 filing to 119 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 680502076 · Fee, Smith & Sharp, LLP PY 2024 · 401(k)

Fee, Smith & Sharp, LLP 401(k) Plan · $19M · 119 · 69th

  • BOOK $19M
  • BOOK 119
  • BOOK 69th
  • BOOK 401(k)
  • BOOK near Architects Hawaii, Ltd. 401(k) Profit Sharing Plan (Plan B)
  • BOOK ind #13821

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 →

Fee, Smith & Sharp, LLP 401(k) Plan in the asset neighbourhood

Fee, Smith & Sharp, LLP 401(k) PlanFee, Smith & Sharp, LLP 401(…$19MHouston Orthopaedic Surg & Sports Medicine PsHouston Orthopaedic Surg & S…$19MArchitects Hawaii, Ltd. 401(k) Profit Sharing Plan (Plan B)Architects Hawaii, Ltd. 401(…$19MCint USA 401(k) Plan$19MWest Coast Turf 401(k) Profit Sharing PlanWest Coast Turf 401(k) Profi…$19M
End-of-year total assets ($M) among Fee, Smith & Sharp, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN680502076
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fee, Smith & Sharp, LLP)

Sponsor-wide plan assets over time

All Fee, Smith & Sharp, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$19M 23.704990617325432% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.5M $19.1M ▲ +23.8%
Year Plans Participants Total Assets
2022 1 120 $15M
2023 1 133 $17M
2024 1 119 $19M

Nearby 401(k) Plans in Texas

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

Fee, Smith & Sharp, LLP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Fee, Smith & Sharp, LLP 401(k) Plan, Total assets ($B): 0.019115411 · Participants: 119Fee, Smith & Sharp, 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
Fee, Smith & Sharp, LLP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Fee, Smith & Sharp, LLP 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Architects Hawaii, Ltd. 401(k) Profit Sharing Plan (Plan B) in HI ($19M); by covered participants it is Culy Contracting LLC Retirement Savings Plan in IN (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Fee, Smith & Sharp, LLP 401(k) Plan assets move in 2024? ▼
Fee, Smith & Sharp, LLP 401(k) Plan grew at a solid clip - up 14.8% during 2024, from $17M to $19M. Reported net income was $2M.
How have Fee, Smith & Sharp, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fee, Smith & Sharp, LLP's sponsor-wide assets grew 23.7%, from $15M to $19M.
Which 401(k) plans are similar in size to Fee, Smith & Sharp, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Architects Hawaii, Ltd. 401(k) Profit Sharing Plan (Plan B) in HI ($19M, 41 participants).
Which 401(k) plans cover a similar participant headcount to Fee, Smith & Sharp, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Culy Contracting LLC Retirement Savings Plan in IN (119 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 680502076.

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.