401(k) · DOL Form 5500 · 2024
Texas Society of Cpas 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 39
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $224,088
- Avg per participant Above avg balance/head
Official DOL plan name: 401(k) Profit Sharing Plan for Employees of Texas Society of Certified Public Accountants · Sponsored by Texas Society of Cpas · Texas · Other Services
$9M in assets, 39 participants
Texas Society of Cpas's 401(k) Profit Sharing Plan for Employees of Texas Society of Certified Public Accountants reported $9M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.
- #5,595 in Other Services (7,719 peers)
Texas Society of Cpas multi-year trail
Texas Society of Cpas's plans moved -14.9% in assets from 2022 to 2024; this filing shows 401(k) Profit Sharing Plan for Employees of Texas Society of Certified Public Accountants at $9M / 39 participants.
- #5,595
- in Other Services (7,719 peers)
- -6.0%
- assets change YoY
The plan reported a net loss of $556K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
401(k) Profit Sharing Plan for Employees of Texas Society of Certified Public Accountants's mid-pack asset rank among Other Services and all filers
401(k) Profit Sharing Plan for Employees of Texas Society of Certified Public Accountants vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,739,414 Top 47% higher than 53% 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
401(k) Profit Sharing Plan for Employees of Texas Society of Certified Public Accountants among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 401(k) Profit Sharing Plan for Employees of Texas Society of Certified Public Accountants is a small filing (39 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 401(k) Profit Sharing Plan for Employees of Texas Society of Certified Public Accountants reported net income rose from -$976K in the plan year 2023 filing to -$556K in the plan year 2024 filing.
- 401(k) Profit Sharing Plan for Employees of Texas Society of Certified Public Accountants reported participants rose from 35 in the plan year 2023 filing to 39 in the plan year 2024 filing.
- 401(k) Profit Sharing Plan for Employees of Texas Society of Certified Public Accountants end-of-year assets fell from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 750886417 · Texas Society of Cpas PY 2024 · 401(k)
401(k) Profit Sharing Plan for Employees of Texas Society of Certified Public Accountants · $9M · 39 · 53rd
- PHOTO $9M
- IND 39
- EOY 53rd
- 5500 401(k)
- ASSETS near Dmz Builders Retirement Trust
- PCT ind #5595
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 Other Services retirement plans → · Plans in Texas →
401(k) Profit Sharing Plan for Employees of Texas Society of Certified Public Accountants in the asset neighbourhood
Texas Society of Cpas multi-year asset trail
Sponsor-wide plan assets over time
All Texas Society of Cpas plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 14.911171627106794% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 38 | $10M |
| 2023 | 1 | 35 | $9M |
| 2024 | 1 | 39 | $9M |
Texas Society of Cpas filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$556K |
| Employer EIN | 750886417 |
| Plan Effective Date | 1989-06-01 |
| 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
401(k) Profit Sharing Plan for Employees of Texas Society of Certified Public Accountants's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Dmz Builders Retirement Trust in CA ($9M); by covered participants it is Lucrumare Inc. 401(k) Plan in IL (39 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.
- Lucrumare Inc. 401(k) Plan (IL) 39 · 0 off
- Lucrumare Inc. 401(k) Plan (IL) 39 · 0 off
- J.M. Brennan, Inc. Non-Union Employee Profit Sharing Plan (WI) 39 · 0 off
- Kwiat, Inc. Retirement Plan (NY) 39 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.