401(k) · DOL Form 5500 · 2024
Graves, Dougherty, Hearon & Moody a Professional Corporation 401(k) Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 60
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $928,797
- Avg per participant High balance/head
Official DOL plan name: Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust · Sponsored by Graves, Dougherty, Hearon & Moody a Professional Corporation · Texas · Professional & Technical Services
$56M in assets, 60 participants
Graves, Dougherty, Hearon & Moody a Professional Corporation's Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust reported $56M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #17,381 in Professional & Technical Services (20,173 peers)
Where Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust sits by assets
Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $56M for 60 participants (~$928,797/participant), up 11.9% in 2024.
- #17,381
- in Professional & Technical Services (20,173 peers)
- +11.9%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust's outsized position by total assets
Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$55,727,802 Top 15% higher than 85% 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
Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust is a small filing (60 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust end-of-year assets rose from $50M in the plan year 2023 filing to $56M in the plan year 2024 filing.
- Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust reported participants fell from 65 in the plan year 2023 filing to 60 in the plan year 2024 filing.
DOL schedule card
Filing strip 742587674 · Graves, Dougherty, Hearon & Moody a Professional Corporation PY 2024 · 401(k)
Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust · $56M · 60 · 85th
- SCH $56M
- SCH 60
- SCH 85th
- SCH 401(k)
- SCH near Wolverine Packing Company Flexible Compensation Plan
- SCH ind #17381
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 →
Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $6M |
| Employer EIN | 742587674 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Graves, Dougherty, Hearon & Moody a Professional Corporation)
Sponsor-wide plan assets over time
All Graves, Dougherty, Hearon & Moody a Professional Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $56M 21.433180723451294% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 64 | $46M |
| 2023 | 1 | 65 | $50M |
| 2024 | 1 | 60 | $56M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Graves, Dougherty, Hearon & Moody 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Wolverine Packing Company Flexible Compensation Plan in MI ($56M); by covered participants it is Clos Lachance Wines, LLC 401-K Profit Sharing Plan in CA (60 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
Similar participant headcount
Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.
- Clos Lachance Wines, LLC 401-K Profit Sharing Plan (CA) 60 · 0 off
- Service Caster Corporation 401(k) Profit Sharing Plan & Trust (PA) 60 · 0 off
- Boiler & Property Consulting L 401(k) Profit Sharing Plan & Trust (GA) 60 · 0 off
- Gallagher Asphalt Corporation Employees' Profit Sharing Plan (IL) 60 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.