About Henry & Peters, P.C.
<p>From its offices in Tyler, Longview, and Frisco across East Texas and the Dallas–Fort Worth area, Henry & Peters, P.C. works with businesses and individuals throughout Texas and the U.S.</p> <p>Founded in 1929, the firm provides accounting, tax, and consulting services, with audit and assurance support for organizations that need independent reporting and review.</p> <p>Brett Morton, CPA is part of the audit team. He joined Henry & Peters, P.C. full-time in 2010 after completing an internship and focuses his work on audit and assurance engagements.</p> <p>The firm’s work includes clients in Oil & Gas, Healthcare, and Non-Profits, which helps its auditors bring sector-specific knowledge to planning and fieldwork. Henry & Peters, P.C. is also a resource for organizations looking for <a href="/auditors/401k">401(k) auditors</a> as part of their broader compliance needs.</p> <ul> <li>Auditor with audit and assurance experience (Brett Morton, CPA)</li> <li>Founded in 1929</li> <li>Offices in Tyler, Longview, and Frisco, Texas</li> <li>Industry experience in Oil & Gas, Healthcare, and Non-Profits</li> <li>Accounting, tax, and consulting services alongside audit work</li> </ul>
Website: https://www.henrypeters.com/
Founded: 1929
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 42
- Total AUM Audited: $890.0M
- 401(k): 42 plans, $890.0M AUM
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| MEWBOURNE OIL COMPANY EMPLOYEES' 401(K) PLAN | MEWBOURNE OIL COMPANY EMPLOYEES' 401(K) PLAN, TX | $215M | 781 |
| USDP 401K PLAN | OLIVER STREET DERMATOLOGY MANAGEMENT LLC, TX | $106M | 2,140 |
| DERMATOLOGY ASSOCIATES RETIREMENT PLAN | OLIVER STREET DERMATOLOGY HOLDINGS LLC, TX | $91M | 1,409 |
| RETIREMENT PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. | SOUTHSIDE BANCSHARES, INC., TX | $77M | 69 |
| ARGON MEDICAL DEVICES, INC. 401K PLAN | ARGON MEDICAL DEVICES, INC., TX | $58M | 832 |
| CAVENDER'S BOOT CITY 401(K) RETIREMENT PLAN | CAVENDER STORES, L.P., TX | $49M | 1,488 |
| PARAGON HEALTHCARE 401K PLAN | PARAGON HEALTHCARE, INC., TX | $43M | 1,164 |
| PRIEFERT MANUFACTURING CO., INC. 401(K) RETIREMENT TRUST | PRIEFERT MANUFACTURING COMPANY, INC, TX | $36M | 964 |
| EMA ENGINEERING & CONSULTING, INC. | EMA ENGINEERING & CONSULTING, INC., TX | $31M | 234 |
| ASSOCIATED CLINICIANS OF EAST TEXAS RETIREMENT PLAN | ASSOCIATED CLINICIANS OF EAST TEXAS, PLLC, TX | $30M | 473 |
| ALLIANCE BANCSHARES, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | ALLIANCE BANCSHARES, INC, TX | $26M | 232 |
| OCEANS HEALTHCARE 401(K) PLAN | OCEANS ACQUISITION, INC., TX | $21M | 2,412 |
| JRBT 401(K) PLAN | JAYNES, REITMEIER, BOYD & THERRELL, P.C., TX | $18M | 116 |
| VISIONARY PRACTICE MANAGEMENT SERVICES LLC 401(K) RETIREMENT PLAN | VISIONARY PRACTICE MANAGEMENT SERVICES LLC, TX | $17M | 232 |
| VAULT PRESSURE CONTROL 401(K) PLAN | VAULT PRESSURE CONTROL, LLC, TX | $16M | 431 |
| HEATON EYE ASSOCIATES RETIREMENT PLAN | CHARLES L HEATON, MD. PA, TX | $15M | 214 |
| HOSPICE OF EAST TEXAS SAFE HARBOR 401(K) PLAN | HOSPICE OF EAST TEXAS, TX | $13M | 169 |
| EAST TEXAS FINANCIAL CORPORATION 401(K) PLAN | EAST TEXAS FINANCIAL CORPORATION, TX | $13M | 106 |
| RED DOT EMPLOYEE RETIREMENT PLAN | RED DOT LLC, TX | $13M | 278 |
| FIRST GILMER BANKSHARES EMPLOYEE SAVINGS PLAN | FIRST NATIONAL BANK OF GILMER, TX | $12M | 136 |
Showing top 20 of 46 plans serviced in 2025.