401(k) · DOL Form 5500 · 2022

Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Plan

Data updated 2026-08-11

$52M
Total assets
64
Participants
88th
Percentile by assets
$819,052
Avg per participant
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Official DOL plan name: Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust · Sponsored by Carrington, Coleman, Sloman & Blumenthal, LLP · Texas · Professional & Technical Services

$52M in assets, 64 participants

Carrington, Coleman, Sloman & Blumenthal, LLP's Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust reported $52M in total assets and 64 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 139,126 plans)
  • #19,283 in Professional & Technical Services (21,562 peers)

Where Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust sits by assets

Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust sits in the top quartile of all filed plans by assets, $52M for 64 participants (~$819,052/participant), down 16.2% in 2022.

$52M
total plan assets (2022 EOY)
64
covered participants
88th
percentile by assets (of 139,126 plans)
$819,052
avg assets per participant

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust sits by total assets

Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust vs every filed plan by assets

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

$52,419,313 Top 12% higher than 88% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Texas
Industry
Professional & Technical Services

Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust vs the 2022 asset distribution

By assets, Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust outranks 88% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$52M
Net Income-$10M
Employer EIN751315313
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carrington, Coleman, Sloman & Blumenthal, LLP)

$55M$56M$57M$58M 202220232024 $55.4M $56.6M ▲ +2.1%
Total plan assets by year, all Carrington, Coleman, Sloman & Blumenthal, LLP plans on file
Year Plans Participants Total Assets
2022 2 89 $55M
2023 2 98 $57M
2024 2 101 $57M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants

Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Carrington, Coleman,…AT&T Retirement Savi…Exxonmobil Savings P…Caterpillar 401(k) S…American Airlines, I…Dell Inc. 401(k) Plan
Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Carrington, Coleman, Sloman & Blumenthal… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust assets move in 2022? ▼
Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust declined sharply - down 16.2% during 2022, from $63M to $52M. Reported net income was -$10M.
How have Carrington, Coleman, Sloman & Blumenthal, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carrington, Coleman, Sloman & Blumenthal, LLP's sponsor-wide assets grew 2.1%, from $55M to $57M.
Where does Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Pbmares 401(k) Plan in VA ($52M, 324 participants).

Next read for Carrington, Coleman, Sloman & Blumenthal…

Scale reading

Ways to act on Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust's numbers.

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 751315313.

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.