Profit Sharing · DOL Form 5500 · 2024
Ogletree Deakins Nash Smoak & Stewart Profit Sharing Plan
Data updated 2026-07-24
- $249M
- Total assets
- 2,275
- Participants
- 95th
- Percentile by assets
- $109,242
- Avg per participant
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.
- 95th percentile by assets (of 116,472 plans)
Coverage in South Carolina
Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart covers 2,275 participants in South Carolina, 6.0x the typical South Carolina plan (state average ~376 per filing). Assets: $249M.
- $249M
- total plan assets (2024 EOY)
- 2,275
- covered participants
- 95th
- percentile by assets (of 116,472 plans)
- $109,242
- avg assets per participant
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.
Participants vs South Carolina filers
In South Carolina, the average filing covers about 376 participants across 1,417 plans. Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart reports 2,275 participants - 6.0x that state average ($249M EOY assets).
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)
| 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.
Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart vs. nearby Profit Sharing plans in South Carolina, assets vs. participants
- Prisma Health Retirement Savings Plan $2.2B · 29,201
- Usc School of Medicine Educational Trust Retirement Plan $52M · 191
- Uricchio, Howe & Krell, P. a. Profit Sharing Plan $21M · 22
- First Palmetto Bank Retirement Plan $15M · 157
- Spartanburg Methodist College 403(b) Plan $14M · 162
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart by total assets, not by location.
Frequently Asked Questions
How did Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart assets move in 2024? ▼
How have Ogletree Deakins Nash Smoak & Stewart plan assets changed over time? ▼
Where does Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart? ▼
Next read for Profit-Sharing Plan of Ogletree, Deakins…
Filing takeaways
Ways to act on Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart's numbers.
- By total assets, Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in South Carolina. Compare plans
- Ogletree Deakins Nash Smoak & Stewart's sponsor-wide assets have grown 36.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 571044820.
Read our methodology - how this data is sourced, computed, and verified.