401(k) · DOL Form 5500 · 2024
Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Plan
Data updated 2026-08-25
- $398M
- Total assets Above avg plan size
- 2,315
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $172,099
- Avg per participant Above avg balance/head
Official DOL plan name: Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan · Sponsored by Ogletree, Deakins, Nash, Smoak & Stewart · South Carolina · Professional & Technical Services
$398M in assets, 2,315 participants
Ogletree, Deakins, Nash, Smoak & Stewart's Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan reported $398M in total assets and 2,315 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #19,677 in Professional & Technical Services (20,173 peers)
Coverage in South Carolina
Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan covers 2,315 participants in South Carolina, 6.3x the typical South Carolina plan (state average ~369 per filing). Assets: $398M.
- #19,677
- in Professional & Technical Services (20,173 peers)
- +16.6%
- assets growth YoY
- 4.0×
- vs typical plan assets (national mean)
Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan's outsized position by total assets
Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$398,410,041 Top 3% higher than 97% 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
Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan lands in the large band (2,315 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan end-of-year assets rose from $342M in the plan year 2023 filing to $398M in the plan year 2024 filing.
- Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan reported net income fell from $58M in the plan year 2023 filing to $57M in the plan year 2024 filing.
DOL schedule card
Filing strip 571044820 · Ogletree, Deakins, Nash, Smoak & Stewart PY 2024 · 401(k)
Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan · $398M · 2,315 · 97th
- EIN $398M
- EIN 2,315
- EIN 97th
- EIN 401(k)
- EIN near Usw Industry 401(k) Plan
- EIN ind #19677
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 South Carolina →
Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $342M |
|---|---|
| Net Assets (End of Year) | $398M |
| Net Income | $57M |
| Employer EIN | 571044820 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ogletree, Deakins, Nash, Smoak & Stewart)
Sponsor-wide plan assets over time
All Ogletree, Deakins, Nash, Smoak & Stewart plans reported in each filing year
- Latest sponsor-wide plan assets
- $647M 36.443452860359% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 4,379 | $474M |
| 2023 | 2 | 4,619 | $564M |
| 2024 | 2 | 4,590 | $647M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.5B · 15,095
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.8B · 9,296
- Sonoco Retirement & Savings Plan $1.7B · 11,813
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.5B · 11,878
- The Milliken Retirement Plan $1.4B · 5,733
Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Usw Industry 401(k) Plan in TN ($398M); by covered participants it is Tfg 401(k) Savings Plan in MO (2,315 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($398M here).
- Usw Industry 401(k) Plan (TN) $398M · 8,726
- Bayada Home Health Care 401(k) Plan (NJ) $399M · 41,503
- Carollo Engineers, Inc. 401(k) Profit Sharing Plan (AZ) $398M · 1,375
- Nexteer Automotive Salaried 401(k) Retirement Plan (MI) $399M · 1,465
Similar participant headcount
Nearest other-state filings by covered participants (2,315 participants); asset peers above are excluded.
- Tfg 401(k) Savings Plan (MO) 2,315 · 0 off
- Embassy Healthcare Management, Inc. Savings & Investment Plan (OH) 2,314 · 1 off
- John Bean Technologies Corporation Savings and Investment Plan (IL) 2,316 · 1 off
- Asm Research LLC 401(k) Plan (VA) 2,313 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.