401(k) · DOL Form 5500 · 2024
Simon Greenstone Panatier, PC 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 74
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $177,620
- Avg per participant Above avg balance/head
Official DOL plan name: Simon Greenstone Panatier, PC 401(k) Plan · Sponsored by Simon Greenstone Panatier, PC · Texas · Professional & Technical Services
$13M in assets, 74 participants
Simon Greenstone Panatier, PC's Simon Greenstone Panatier, PC 401(k) Plan reported $13M in total assets and 74 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #12,207 in Professional & Technical Services (20,173 peers)
2024 asset change
Simon Greenstone Panatier, PC 401(k) Plan grew sharply 16.5% in 2024 ($11M → $13M) for 74 participants.
- #12,207
- in Professional & Technical Services (20,173 peers)
- +16.5%
- assets growth YoY
Simon Greenstone Panatier, PC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Simon Greenstone Panatier, PC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,143,900 Top 38% higher than 62% 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
Simon Greenstone Panatier, PC 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. Simon Greenstone Panatier, PC 401(k) Plan is a small filing (74 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 204005534 · Simon Greenstone Panatier, PC PY 2024 · 401(k)
Simon Greenstone Panatier, PC 401(k) Plan · $13M · 74 · 62nd
- SCH $13M
- EBSA 74
- PART 62nd
- TYPE 401(k)
- NET near Western Refinery Services, Inc. 401(k) Plan
- BOOK ind #12207
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 →
Simon Greenstone Panatier, PC 401(k) Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 204005534 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Simon Greenstone Panatier, PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Western Refinery Services, Inc. 401(k) Plan in WA ($13M); by covered participants it is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (74 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Western Refinery Services, Inc. 401(k) Plan (WA) $13M · 197
- Kld Associates Inc. 401(k) Plan (NY) $13M · 139
- Sarat Ford Sales, Inc. 401(k) Saving Plan (MA) $13M · 88
- Lakeside Software 401(k) Plan (MA) $13M · 165
Similar participant headcount
Nearest other-state filings by covered participants (74 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.