401(k) · DOL Form 5500 · 2024

Fenley & Bate LLP 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 3
Participants Small participant base: 32nd
Percentile by assets National rank: $824,883
Avg per participant High balance/head

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Official DOL plan name: Fenley & Bate LLP 401(k) Plan · Sponsored by Fenley & Bate LLP · Texas · Professional & Technical Services

$2M in assets, 3 participants

Fenley & Bate LLP's Fenley & Bate LLP 401(k) Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

#5,633 in Professional & Technical Services (20,173 peers)

Fenley & Bate LLP multi-year trail

Fenley & Bate LLP's plans moved +37.9% in assets from 2022 to 2024; this filing shows Fenley & Bate LLP 401(k) Plan at $2M / 3 participants.

#5,633
in Professional & Technical Services (20,173 peers): +17.5%
assets growth YoY

Fenley & Bate LLP 401(k) Plan among the smaller filed plans by assets

Fenley & Bate LLP 401(k) Plan vs every filed plan by assets

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

$2,474,649 32nd percentile higher than 32% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Fenley & Bate LLP 401(k) 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. Fenley & Bate LLP 401(k) Plan is a micro filing (3 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Fenley & Bate LLP 401(k) Plan reported participants fell from 4 in the plan year 2023 filing to 3 in the plan year 2024 filing.
Fenley & Bate LLP 401(k) Plan reported net income rose from $311K in the plan year 2023 filing to $368K in the plan year 2024 filing.
Fenley & Bate LLP 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 751732129 · Fenley & Bate LLP PY 2024 · 401(k)

Fenley & Bate LLP 401(k) Plan · $2M · 3 · 32nd

EBSA $2M
EBSA 3
EBSA 32nd
EBSA 401(k)
EBSA near Servicetec International, Inc. 401(k) Plan
EBSA ind #5633

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 →

End-of-year total assets ($M) among Fenley & Bate LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Fenley & Bate LLP multi-year asset trail

Latest sponsor-wide plan assets: $2M 37.86330043086303% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	5	$2M
2023	1	4	$2M
2024	1	3	$2M

Fenley & Bate LLP filing trail (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$368K
Employer EIN	751732129
Plan Effective Date	1999-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Fenley & Bate LLP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Fenley & Bate LLP 401(k) Plan side-by-side with 3 peers →

Fenley & Bate LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Servicetec International, Inc. 401(k) Plan in VA ($2M); by covered participants it is Arizona Mortgage & Investments 401(k) Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Servicetec International, Inc. 401(k) Plan (VA) $2M · 103
Phoenix 401(k) Plan (AL) $2M · 772
Hpj Industries Inc 401(k) Profit Sharing Plan and Trust (OH) $2M · 92
Oriental Unlimited Inc 401(k) Profit Sharing Plan & Trust (MA) $2M · 6

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Arizona Mortgage & Investments 401(k) Plan (AZ) 3 · 0 off
Power & Systems Innovations 401(k) Profit Sharing Plan (FL) 3 · 0 off
Delta T Mgmt Retirement Plan (WI) 3 · 0 off
Lawnwood Enterprises, Inc. 401(k) Profit Sharing Plan (MA) 3 · 0 off

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 Fenley & Bate LLP 401(k) Plan assets move in 2024? ▼

Fenley & Bate LLP 401(k) Plan grew sharply - up 17.5% during 2024, from $2M to $2M. Reported net income was $368K.

How have Fenley & Bate LLP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Fenley & Bate LLP's sponsor-wide assets grew 37.9%, from $2M to $2M.

Which 401(k) plans are similar in size to Fenley & Bate LLP 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Servicetec International, Inc. 401(k) Plan in VA ($2M, 103 participants).

Which 401(k) plans cover a similar participant headcount to Fenley & Bate LLP 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Arizona Mortgage & Investments 401(k) Plan in AZ (3 participants, $1M 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 751732129.