401(k) · DOL Form 5500 · 2024
Herndon Plant Oakley Ltd. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 38
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $198,238
- Avg per participant Above avg balance/head
Official DOL plan name: Herndon Plant Oakley Ltd. 401(k) Profit Sharing Plan · Sponsored by Herndon Plant Oakley Ltd. · Texas · Finance & Insurance
$8M in assets, 38 participants
Herndon Plant Oakley Ltd.'s Herndon Plant Oakley Ltd. 401(k) Profit Sharing Plan reported $8M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #2,940 in Finance & Insurance (8,549 peers)
Herndon Plant Oakley Ltd. multi-year trail
Herndon Plant Oakley Ltd.'s plans moved +22.3% in assets from 2023 to 2024; this filing shows Herndon Plant Oakley Ltd. 401(k) Profit Sharing Plan at $8M / 38 participants.
- #2,940
- in Finance & Insurance (8,549 peers)
- +22.3%
- assets growth YoY
Herndon Plant Oakley Ltd. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Herndon Plant Oakley Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,533,058 Top 50% higher than 50% 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
Herndon Plant Oakley Ltd. 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herndon Plant Oakley Ltd. 401(k) Profit Sharing Plan is a small filing (38 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Herndon Plant Oakley Ltd. 401(k) Profit Sharing Plan reported net income rose from $564K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Herndon Plant Oakley Ltd. 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Herndon Plant Oakley Ltd. 401(k) Profit Sharing Plan reported participants rose from 36 in the plan year 2023 filing to 38 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 742863988 · Herndon Plant Oakley Ltd. PY 2024 · 401(k)
Herndon Plant Oakley Ltd. 401(k) Profit Sharing Plan · $8M · 38 · 50th
- PART $8M
- PART 38
- PART 50th
- PART 401(k)
- PART near Halley Engineering Contractors, Inc. 401(k) Plan
- PART ind #2940
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 Finance & Insurance retirement plans → · Plans in Texas →
Herndon Plant Oakley Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood
Herndon Plant Oakley Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Herndon Plant Oakley Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 22.290259939071248% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 36 | $6M |
| 2024 | 1 | 38 | $8M |
Herndon Plant Oakley Ltd. filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 742863988 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Herndon Plant Oakley Ltd. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Halley Engineering Contractors, Inc. 401(k) Plan in FL ($8M); by covered participants it is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Halley Engineering Contractors, Inc. 401(k) Plan (FL) $8M · 175
- Meadowlark Hills Employees Savings Trust (KS) $8M · 318
- Inventprise, Inc. 401(k) Plan (WA) $8M · 150
- Truline 401(k) Plan (NV) $8M · 248
Similar participant headcount
Nearest other-state filings by covered participants (38 participants); asset peers above are excluded.
- Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan (NY) 38 · 0 off
- American Foreign Service Association Cash/Deferred Profit Shafing Plan (DC) 38 · 0 off
- Intech Employees' Savings and Retirement Plan 1165(e) (PR) 38 · 0 off
- Henkle-Schueler & Associates, Inc. Profit Sharing Plan (OH) 38 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.