401(k) · DOL Form 5500 · 2022
Kristine Sizemore and Associates Inc 401(k) Plan
Data updated 2026-08-25
- $292K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $292,059
- Avg per participant High balance/head
Official DOL plan name: Kristine Sizemore and Associates Inc Retirment Plan · Sponsored by Kristine Sizemore and Associates Inc · Alabama · Professional & Technical Services
$292K in assets, 1 participants
Kristine Sizemore and Associates Inc's Kristine Sizemore and Associates Inc Retirment Plan reported $292K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 13th 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.
- #2,332 in Professional & Technical Services (21,562 peers)
Kristine Sizemore and Associates Inc multi-year trail
Kristine Sizemore and Associates Inc's plans moved -38.2% in assets from 2022 to 2024; this filing shows Kristine Sizemore and Associates Inc Retirment Plan at $292K / 1 participant.
- #2,332
- in Professional & Technical Services (21,562 peers)
- +33.6%
- assets growth YoY
Kristine Sizemore and Associates Inc Retirment Plan among the smaller filed plans by assets
Kristine Sizemore and Associates Inc Retirment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$292,059 13th percentile higher than 13% 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
Kristine Sizemore and Associates Inc Retirment 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. Kristine Sizemore and Associates Inc Retirment Plan is a micro filing (1 participant), the leftmost band.
Form 5500 schedule snapshot
Filing strip 833010602 · Kristine Sizemore and Associates Inc PY 2022 · 401(k)
Kristine Sizemore and Associates Inc Retirment Plan · $292K · 1 · 13th
- BOOK $292K
- VS-ST 1
- BOY 13th
- SCH 401(k)
- EBSA near Radio Power Rx Inc. 401(k) Plan
- PART ind #2332
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 Alabama →
Kristine Sizemore and Associates Inc Retirment Plan in the asset neighbourhood
Kristine Sizemore and Associates Inc multi-year asset trail
Sponsor-wide plan assets over time
All Kristine Sizemore and Associates Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $180K 38.249463293375655% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $292K |
| 2023 | 1 | 1 | $165K |
| 2024 | 1 | 1 | $180K |
Kristine Sizemore and Associates Inc filing trail (2022)
| Total Assets (Beginning of Year) | $219K |
|---|---|
| Net Assets (End of Year) | $292K |
| Net Income | $74K |
| Employer EIN | 833010602 |
| Plan Effective Date | 2019-01-07 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.5B · 20,809
- Encompass Health Corporation Retirement Investment Plan $1.2B · 26,602
- Hexagon Employee Retirement Savings Plan $1.2B · 4,237
- Vulcan 401(k) Plan $1.1B · 8,489
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $930M · 4,593
Kristine Sizemore and Associates Inc Retirment Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Radio Power Rx Inc. 401(k) Plan in WI ($292K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($292K here).
- Radio Power Rx Inc. 401(k) Plan (WI) $292K · N/A
- 24/30 Surplus, LLC 401(k) Plan (IN) $292K · 29
- Prather Group 401(k) Trust (TX) $292K · 2
- Hello Sweetheart Retirement Plan (FL) $292K · 1
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Kellow Corporation 401(k) Profit Sharing Plan (WI) 1 · 0 off
- Steven a Root Enterprises, Inc. 401 K Plan (IA) 1 · 0 off
- Rebel Goat 401(k) 2022 (UT) 1 · 0 off
- Dmg Beauty, Inc. 401(k) Profit Sharing Plan (MD) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.