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
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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.

See the national 2023→2024 release diff →

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 EIN571044820
Plan Effective Date1980-01-01
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 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

Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart vs. nearby Profit Sharing plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Profit-Sharing Plan …Prisma Health Retire…Usc School of Medici…Uricchio, Howe & Kre…First Palmetto Bank …Spartanburg Methodis…
Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart vs. nearby Profit Sharing plans in South Carolina, assets vs. participants

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?
Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart grew at a solid clip - up 12.1% during 2024, from $222M to $249M. Reported net income was $27M.
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 Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart rank by assets among Form 5500 filers?
Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart ranks in the 95th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart?
Among Profit Sharing plans in other states, the closest by assets is Paul Weiss Rifkind Wharton & Garrison LLP Members' Pension & Retirement Plan in NY ($249M, 581 participants).

Filing takeaways

Ways to act on Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart's numbers.

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.