Profit Sharing · DOL Form 5500 · 2024
Ogletree Deakins Nash Smoak & Stewart Profit Sharing Plan
Data updated 2026-08-25
- $249M
- Total assets Near avg plan size
- 2,275
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $109,242
- Avg per participant Below avg balance/head
Official DOL plan name: Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart · Sponsored by Ogletree Deakins Nash Smoak & Stewart · South Carolina · Professional & Technical Services
$249M in assets, 2,275 participants
Ogletree Deakins Nash Smoak & Stewart's Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart reported $249M in total assets and 2,275 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #19,414 in Professional & Technical Services (20,173 peers)
Coverage in South Carolina
Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart covers 2,275 participants in South Carolina, 6.2x the typical South Carolina plan (state average ~369 per filing). Assets: $249M.
- #19,414
- in Professional & Technical Services (20,173 peers)
- +12.1%
- assets growth YoY
- 2.5×
- vs typical plan assets (national mean)
Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart's outsized position by total assets
Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$248,524,918 Top 5% higher than 95% 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
Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart'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. Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart lands in the large band (2,275 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart reported net income fell from $31M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart end-of-year assets rose from $222M in the plan year 2023 filing to $249M in the plan year 2024 filing.
- Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart reported participants fell from 2,301 in the plan year 2023 filing to 2,275 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 571044820 · Ogletree Deakins Nash Smoak & Stewart PY 2024 · Profit Sharing
Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart · $249M · 2,275 · 95th
- SCH $249M
- EBSA 2,275
- PART 95th
- TYPE Profit Sharing
- NET near Paul Weiss Rifkind Wharton & Garrison LLP Members' Pension & Retirement Plan
- BOOK ind #19414
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 →
Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $222M |
|---|---|
| Net Assets (End of Year) | $249M |
| Net Income | $27M |
| Employer EIN | 571044820 |
| Plan Effective Date | 1980-01-01 |
| 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 Profit Sharing Plans in South Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Prisma Health Retirement Savings Plan $2.2B · 29,201
- Uma Retirement Plan $848M · 2,827
- Scansource, Inc. 401(k) Plan $225M · 1,401
- Usc School of Medicine Educational Trust Retirement Plan $52M · 191
- Uricchio, Howe & Krell, P. a. Profit Sharing Plan $21M · 22
Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart's out-of-state Profit Sharing peers by assets and headcount
Outside South Carolina, the nearest Profit Sharing by assets is Paul Weiss Rifkind Wharton & Garrison LLP Members' Pension & Retirement Plan in NY ($249M); by covered participants it is Ultimate Care, Inc. Retirement Plan and Trust in NY (2,278 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($249M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,275 participants); asset peers above are excluded.
- Ultimate Care, Inc. Retirement Plan and Trust (NY) 2,278 · 3 off
- Medical Card System Savings Plan (PR) 2,284 · 9 off
- Riverside Healthcare 401(a) Savings Plan (IL) 2,289 · 14 off
- Local 863 Ibt Retirement Savings Plan (NJ) 2,258 · 17 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.