401(k) · DOL Form 5500 · 2024

Norman & Oliver, P.C. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
8
Participants Small participant base
39th
Percentile by assets National rank
$519,898
Avg per participant High balance/head
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Official DOL plan name: Norman & Oliver, P.C. 401(k) Plan · Sponsored by Norman & Oliver, P.C. · Texas · Professional & Technical Services

$4M in assets, 8 participants

Norman & Oliver, P.C.'s Norman & Oliver, P.C. 401(k) Plan reported $4M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,285 in Professional & Technical Services (20,173 peers)

2024 asset change

Norman & Oliver, P.C. 401(k) Plan grew at a solid clip 8.6% in 2024 ($4M → $4M) for 8 participants.

#7,285
in Professional & Technical Services (20,173 peers)
+8.6%
assets growth YoY

Norman & Oliver, P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Norman & Oliver, P.C. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,159,185 39th percentile higher than 39% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Norman & Oliver, P.C. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Norman & Oliver, P.C. 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Norman & Oliver, P.C. 401(k) Plan reported net income rose from $288K in the plan year 2023 filing to $331K in the plan year 2024 filing.
  • Norman & Oliver, P.C. 401(k) Plan reported participants rose from 7 in the plan year 2023 filing to 8 in the plan year 2024 filing.
  • Norman & Oliver, P.C. 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 200492412 · Norman & Oliver, P.C. PY 2024 · 401(k)

Norman & Oliver, P.C. 401(k) Plan · $4M · 8 · 39th

  • EBSA $4M
  • EBSA 8
  • EBSA 39th
  • EBSA 401(k)
  • EBSA near Q-Matic Corporation 401(k) Profit Sharing Plan
  • EBSA ind #7285

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 Texas →

Norman & Oliver, P.C. 401(k) Plan in the asset neighbourhood

Norman & Oliver, P.C. 401(k) PlanNorman & Oliver, P.C. 401(k)…$4MQ-Matic Corporation 401(k) Profit Sharing PlanQ-Matic Corporation 401(k) P…$4MWinthrop Advisory Group 401(k) Profit Sharing Plan & TrustWinthrop Advisory Group 401(…$4MBattery Systems of Central Carolina Retirement PlanBattery Systems of Central C…$4MSports Facilities Companies, LLC 401(k) Retirement PlanSports Facilities Companies,…$4M
End-of-year total assets ($M) among Norman & Oliver, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Norman & Oliver, P.C. years around the 2024 move

Sponsor-wide plan assets over time

All Norman & Oliver, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 8.640094953331765% vs 2023
2024 filing year
$3.7M$3.8M$3.9M$4M$4.1M$4.2M 20232024 $3.83M $4.16M ▲ +8.6%
Year Plans Participants Total Assets
2023 1 7 $4M
2024 1 8 $4M

2024 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$331K
Employer EIN200492412
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Norman & Oliver, P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Norman & Oliver, P.C. 401(k) Plan, Total assets ($B): 0.004159185 · Participants: 8Norman & Oliver, P.C. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Norman & Oliver, P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Norman & Oliver, P.C. 401(k) Plan side-by-side with 3 peers →

Norman & Oliver, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Q-Matic Corporation 401(k) Profit Sharing Plan in GA ($4M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Norman & Oliver, P.C. 401(k) Plan assets move in 2024? ▼
Norman & Oliver, P.C. 401(k) Plan grew at a solid clip - up 8.6% during 2024, from $4M to $4M. Reported net income was $331K.
How have Norman & Oliver, P.C. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Norman & Oliver, P.C.'s sponsor-wide assets grew 8.6%, from $4M to $4M.
Which 401(k) plans are similar in size to Norman & Oliver, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Q-Matic Corporation 401(k) Profit Sharing Plan in GA ($4M, 45 participants).
Which 401(k) plans cover a similar participant headcount to Norman & Oliver, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K in assets).

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 200492412.

Read our methodology - how this data is sourced, computed, and verified.

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