401(k) · DOL Form 5500 · 2024

Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Plan

Data updated 2026-08-11

$398M
Total assets
2,315
Participants
97th
Percentile by assets
$172,099
Avg per participant
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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.

  • 97th percentile by assets (of 123,622 plans)
  • #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.

$398M
total plan assets (2024 EOY)
2,315
covered participants
97th
percentile by assets (of 123,622 plans)
$172,099
avg assets per participant

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.

See the national 2023→2024 release diff →

Participants vs South Carolina filers

In South Carolina, the average filing covers about 369 participants across 1,490 plans. Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan reports 2,315 participants - 6.3x that state average ($398M EOY assets).

South Carolina filing particulars

Total Assets (Beginning of Year)$342M
Net Assets (End of Year)$398M
Net Income$57M
Employer EIN571044820
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ogletree, Deakins, Nash, Smoak & Stewart)

$400M$500M$600M$700M 202220232024 $474M $647M ▲ +36.4%
Total plan assets by year, all Ogletree, Deakins, Nash, Smoak & Stewart plans on file
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.

Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants

Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 012345 Total assets ($B) Participants Ogletree, Deakins, N…Michelin 401(k) Savi…The Savannah River N…Sonoco Retirement & …Blue Cross Blue Shie…The Milliken Retirem…
Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan assets move in 2024?
Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan grew sharply - up 16.6% during 2024, from $342M to $398M. Reported net income was $57M.
How have Ogletree, Deakins, Nash, Smoak & Stewart plan assets changed over time?
Across 3 plan years on file (2022-2024), Ogletree, Deakins, Nash, Smoak & Stewart's sponsor-wide assets grew 36.4%, from $474M to $647M.
Where does Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan rank by assets among Form 5500 filers?
Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Usw Industry 401(k) Plan in TN ($398M, 8,726 participants).

Filing takeaways

Ways to act on Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan's numbers.