401(k) · DOL Form 5500 · 2022
Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 64
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $819,052
- Avg per participant High balance/head
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.
- #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.
- #19,283
- in Professional & Technical Services (21,562 peers)
- -16.2%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
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.
Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust is a small filing (64 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 751315313 · Carrington, Coleman, Sloman & Blumenthal, LLP PY 2022 · 401(k)
Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust · $52M · 64 · 88th
- ASSETS $52M
- ASSETS 64
- ASSETS 88th
- ASSETS 401(k)
- ASSETS near Pbmares 401(k) Plan
- ASSETS ind #19283
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 →
Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $63M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | -$10M |
| Employer EIN | 751315313 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carrington, Coleman, Sloman & Blumenthal, LLP)
Sponsor-wide plan assets over time
All Carrington, Coleman, Sloman & Blumenthal, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $57M 2.0794030978971807% vs 2022
- 2024 filing year
| 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.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Pbmares 401(k) Plan in VA ($52M); by covered participants it is Boise Floor Covering and Design Profit Sharing and 401(k) Plan in ID (64 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
- Pbmares 401(k) Plan (VA) $52M · 324
- Hunsaker & Associates Irvine, Inc. Profit Sharing Plan (CA) $52M · 191
- Banco De Sabadell, S.a. 401(k) Plan (FL) $52M · 241
- Stahls' Inc. Employees' Salary Savings Plan (MI) $52M · 929
Similar participant headcount
Nearest other-state filings by covered participants (64 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.