401(k) · DOL Form 5500 · 2024
Naman Howell Smith & Lee, PLLC 401(k) Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 136
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $385,063
- Avg per participant High balance/head
Official DOL plan name: Naman Howell Smith & Lee, PLLC Employees Profit Sharing Plan and Trust · Sponsored by Naman Howell Smith & Lee, PLLC · Texas · Professional & Technical Services
$52M in assets, 136 participants
Naman Howell Smith & Lee, PLLC's Naman Howell Smith & Lee, PLLC Employees Profit Sharing Plan and Trust reported $52M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #17,252 in Professional & Technical Services (20,173 peers)
Coverage in Texas
Naman Howell Smith & Lee, PLLC Employees Profit Sharing Plan and Trust covers 136 participants in Texas, about 20% of the average Texas filer (state average ~688 per filing). Assets: $52M.
- #17,252
- in Professional & Technical Services (20,173 peers)
- +11.5%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Naman Howell Smith & Lee, PLLC Employees Profit Sharing Plan and Trust's outsized position by total assets
Naman Howell Smith & Lee, PLLC Employees Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$52,368,527 Top 15% higher than 85% 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
Naman Howell Smith & Lee, PLLC Employees Profit Sharing Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Naman Howell Smith & Lee, PLLC Employees Profit Sharing Plan and Trust sits mid-pack in the medium band (136 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Naman Howell Smith & Lee, PLLC Employees Profit Sharing Plan and Trust reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Naman Howell Smith & Lee, PLLC Employees Profit Sharing Plan and Trust end-of-year assets rose from $47M in the plan year 2023 filing to $52M in the plan year 2024 filing.
- Naman Howell Smith & Lee, PLLC Employees Profit Sharing Plan and Trust reported participants rose from 124 in the plan year 2023 filing to 136 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 742004800 · Naman Howell Smith & Lee, PLLC PY 2024 · 401(k)
Naman Howell Smith & Lee, PLLC Employees Profit Sharing Plan and Trust · $52M · 136 · 85th
- EBSA $52M
- PART 136
- TYPE 85th
- NET 401(k)
- BOOK near Sierra Pacific Orthopaedic Center Medical Group, Inc. 401(k) Profit Sharing Plan
- VS-ST ind #17252
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 →
Naman Howell Smith & Lee, PLLC Employees Profit Sharing Plan and Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $5M |
| Employer EIN | 742004800 |
| Plan Effective Date | 1980-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Naman Howell Smith & Lee, PLLC)
Sponsor-wide plan assets over time
All Naman Howell Smith & Lee, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 30.38818953035303% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 113 | $40M |
| 2023 | 1 | 124 | $47M |
| 2024 | 1 | 136 | $52M |
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
Naman Howell Smith & Lee, PLLC Employees Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Sierra Pacific Orthopaedic Center Medical Group, Inc. 401(k) Profit Sharing Plan in CA ($52M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
Similar participant headcount
Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.
- Coretelligent LLC 401(k) Profit Sharing Plan and Trust (MA) 136 · 0 off
- Assertio Therapeutics, Inc. 401(k) Retirement Plan (IL) 136 · 0 off
- Edelstein & Company Profit Sharing Plan (MA) 136 · 0 off
- Patient Now LLC 401(k) Plan (CO) 136 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.