Profit Sharing · DOL Form 5500 · 2022

Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
7
Participants Small participant base
45th
Percentile by assets National rank
$548,688
Avg per participant High balance/head
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Official DOL plan name: Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan · Sponsored by Riley, Caldwell, Cork & Alvis, P.a. · Mississippi · Professional & Technical Services

$4M in assets, 7 participants

Riley, Caldwell, Cork & Alvis, P.a.'s Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan reported $4M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #9,208 in Professional & Technical Services (21,562 peers)

Riley, Caldwell, Cork & Alvis, P.a. multi-year trail

Riley, Caldwell, Cork & Alvis, P.a.'s plans moved +29.5% in assets from 2022 to 2024; this filing shows Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan at $4M / 7 participants.

#9,208
in Professional & Technical Services (21,562 peers)
-13.9%
assets change YoY

The plan reported a net loss of $620K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,840,818 45th percentile higher than 45% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 640789407 · Riley, Caldwell, Cork & Alvis, P.a. PY 2022 · Profit Sharing

Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan · $4M · 7 · 45th

  • PART $4M
  • TYPE 7
  • NET 45th
  • BOOK Profit Sharing
  • VS-ST near Pashpost, Inc. Retirement Plan
  • BOY ind #9208

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 Mississippi →

Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan in the asset neighbourhood

Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing PlanRiley, Caldwell, Cork & Alvi…$4MPashpost, Inc. Retirement PlanPashpost, Inc. Retirement Pl…$4MAcademy at the Lakes, Inc. 403(b) PlanAcademy at the Lakes, Inc. 4…$4MKreuter & Gordon, P.C. Profit Sharing PlanKreuter & Gordon, P.C. Profi…$4MStephen J. Klein, D.D.S. Defined Contribution PlanStephen J. Klein, D.D.S. Def…$4M
End-of-year total assets ($M) among Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Riley, Caldwell, Cork & Alvis, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Riley, Caldwell, Cork & Alvis, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 29.461979192974% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.84M $4.97M ▲ +29.4%
Year Plans Participants Total Assets
2022 1 7 $4M
2023 1 7 $4M
2024 1 7 $5M

Riley, Caldwell, Cork & Alvis, P.a. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$620K
Employer EIN640789407
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Mississippi

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan vs. nearby Profit Sharing plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400 Total assets ($M) Participants Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan, Total assets ($M): 3.840818 · Participants: 7Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing PlanNorth Mississippi Health Services Employer Savings Plan, Total assets ($M): 288.117615 · Participants: 7173North Mississippi Health Services Employer Savings PlanAnderson Regional Medical Center Retirement Savings Plan, Total assets ($M): 29.100194 · Participants: 1475Anderson Regional Medical Center Retirement Savings PlanBelhaven University 403(b) Plan, Total assets ($M): 23.494803 · Participants: 355Belhaven University 403(b) PlanInstitute of Community Services, Inc. Retirement Plan, Total assets ($M): 19.754856 · Participants: 879Institute of Community Services, Inc. Retirement PlanRadiology Associates of Oxford, P.a. Retirement Plan, Total assets ($M): 13.573326 · Participants: 6Radiology Associates of Oxford, P.a. Retirement Plan
Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan vs. nearby Profit Sharing plans in Mississippi, assets vs. participants
Compare Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan side-by-side with 3 peers →

Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Mississippi, the nearest Profit Sharing by assets is Pashpost, Inc. Retirement Plan in CA ($4M); by covered participants it is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan assets move in 2022? ▼
Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan pulled back noticeably - down 13.9% during 2022, from $4M to $4M. Reported net income was -$620K.
How have Riley, Caldwell, Cork & Alvis, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Riley, Caldwell, Cork & Alvis, P.a.'s sponsor-wide assets grew 29.5%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Pashpost, Inc. Retirement Plan in CA ($4M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants, $393K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 640789407.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.