Ogletree, Deakins, Nash, Smoak & Stewart 401(k) and retirement plans

Ogletree, Deakins, Nash, Smoak & Stewart, Greenville, SC. EIN 57-1044820. Annual reports 2009–2024. Also filed as Ogletree Deakins Nash Smoak and Stewart; Ogletree Deakins Nash Smoak & Stewart; Ogletree, Deakins, Nash, Smoak &Stewart.

Ogletree, Deakins, Nash, Smoak & Stewart has 2 active retirement plans on file. The largest is the Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan, with 3,227 participants and $398 million in assets in 2024. Fidelity has been its recordkeeper since 2009. No traditional pension plan appears in Ogletree, Deakins, Nash, Smoak & Stewart's filings since 2009.

Active plans: 2
Participants: 6,063
Plan assets: $647 million
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Professional services

All 3 plans

Active plans first

Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 57-1044820
Participants (2024): 3,227
Net assets (2024): $398 million
Recordkeeper: Fidelity2009–2024
Plan administrator: Ogletree, Deakins, Nash, Smoak & Stewart
300 North Main Street
Greenville, SC 29602
(864) 241-1900As filed for 2024
In effect since: January 1, 1994

Plans merged into this one: Ogletree, Deakins, Nash, Smoak & Stewart Attorneys 401(k) Savings Plan (2022).

Earlier plan names: Ogletree, Deakins, Nash, Smoak & Stewart 401K Savings Plan and Trust; Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan and Trust.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,227	$398 million	Fidelity
2023	3,205	$342 million	Fidelity
2022	3,118	$283 million	Fidelity
2021	2,184	$289 million	Fidelity
2020	1,988	$252 million	Fidelity
2019	1,974	$219 million	Fidelity
2018	1,904	$174 million	Fidelity
2017	2,104	$174 million	Fidelity
2016	1,946	$141 million	Fidelity
2015	1,861	$124 million	Fidelity
2014	1,715	$116 million	Fidelity
2013	1,698	$104 million	Fidelity
2012	1,319	$79.1 million	Fidelity
2011	1,108	$63.2 million	Fidelity
2010	1,215	$61.0 million	Fidelity
2009	1,074	$48.5 million	Fidelity

Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart

Profit-sharing planActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 57-1044820
Participants (2024): 2,836
Net assets (2024): $249 million
Recordkeeper: Fidelity2009–2024
Plan administrator: Ogletree Deakins Nash Smoak & Stewart
300 North Main Street
Greenville, SC 29602
(864) 241-1900As filed for 2024
In effect since: January 1, 1980

Earlier plan names: Profit Sharing Plan and Trust of Ogletree Deakins Nash Smoak and Stewart; Profit-Sharing Plan and Trust of Ogletree, Deakins, Nash, Smoak & Stewart.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,836	$249 million	Fidelity
2023	2,763	$222 million	Fidelity
2022	2,782	$191 million	Fidelity
2021	2,564	$227 million	Fidelity
2020	2,386	$198 million	Fidelity
2019	2,354	$176 million	Fidelity
2018	2,223	$139 million	Fidelity
2017	2,099	$140 million	Fidelity
2016	1,442	$118 million	Fidelity
2015	1,198	$104 million	Fidelity
2014	1,168	$99.1 million	Fidelity
2013	1,356	$92.1 million	Fidelity
2012	1,494	$72.3 million	Fidelity
2011	1,305	$64.4 million	Fidelity
2010	1,107	$65.1 million	Fidelity
2009	828	$54.3 million	Fidelity

Ogletree, Deakins, Nash, Smoak & Stewart Attorneys 401(k) Savings Plan

401(k)Merged

Merged. In 2022 its assets moved to the Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan, sponsored by Ogletree, Deakins, Nash, Smoak & Stewart (EIN 57-1044820, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number: 004Employer EIN 57-1044820
Participants (2021): 822
Net assets (2021): $54.9 million
Recordkeeper: Fidelity2009–2022
Plan administrator: Ogletree, Deakins, Nash, Smoak & Stewart
300 North Main Street
Greenville, SC 29602
(864) 241-1900As filed for 2022
In effect since: January 1, 1994

Earlier plan names: Ogletree, Deakins, Nash, Smoak & Stewart Attorneys' 401K Savings Plan & Trust; Ogletree, Deakins, Nash, Smoak & Stewart Attorneys' 401(k) Savings Plan and Trust; Ogletree, Deakins, Nash, Smoak & Stewart Attorneys' 401(k) Savings Plan.

Year by year, 2009 to 2022

Plan year	Participants	Net assets	Recordkeeper
2022	0	$0	Fidelity
2021	822	$54.9 million	Fidelity
2020	778	$46.1 million	Fidelity
2019	766	$37.7 million	Fidelity
2018	707	$29.4 million	Fidelity
2017	638	$28.6 million	Fidelity
2016	574	$23.3 million	Fidelity
2015	461	$20.5 million	Fidelity
2014	423	$17.2 million	Fidelity
2013	417	$16.6 million	Fidelity
2012	396	$12.8 million	Fidelity
2011	354	$9.9 million	Fidelity
2010	311	$8.8 million	Fidelity
2009	280	$7.4 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((864) 241-1900). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.