Profit Sharing · DOL Form 5500 · 2022
Harris, Caddell and Shanks, P.C. Profit Sharing Plan
Data updated 2026-08-11
- $7M
- Total assets
- 15
- Participants
- 58th
- Percentile by assets
- $470,456
- Avg per participant
Official DOL plan name: Harris, Caddell & Shanks, PC Profit Sharing Plan · Sponsored by Harris, Caddell and Shanks, P.C. · Alabama · Professional & Technical Services
$7M in assets, 15 participants
Harris, Caddell and Shanks, P.C.'s Harris, Caddell & Shanks, PC Profit Sharing Plan reported $7M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.
- 58th percentile by assets (of 139,126 plans)
- #12,038 in Professional & Technical Services (21,562 peers)
Harris, Caddell and Shanks, P.C. multi-year trail
Harris, Caddell and Shanks, P.C.'s plans moved +41.3% in assets from 2022 to 2024; this filing shows Harris, Caddell & Shanks, PC Profit Sharing Plan at $7M / 15 participants.
- $7M
- total plan assets (2022 EOY)
- 15
- covered participants
- 58th
- percentile by assets (of 139,126 plans)
- $470,456
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Harris, Caddell and Shanks, P.C. across 3 plan years on file
Across the 3 plan years Harris, Caddell and Shanks, P.C. has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $10M, a gain of 41.3%, while reported participants moved from 15 to 17 (+13.3%). Peak year by sponsor assets: 2024 ($10M); trough: 2022 ($7M).
Harris, Caddell and Shanks, P.C. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $7M |
| 2023 | 1 | 15 | $9M |
| 2024 | 1 | 17 | $10M |
Harris, Caddell and Shanks, P.C. filing trail (2022)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$2M |
| Employer EIN | 630657406 |
| Plan Effective Date | 1974-01-15 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Alabama
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Harris, Caddell & Shanks, PC Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
- The Health Care Authority for Baptist Health Matching Dollar Plan $38M · 2,454
- Pathology Associates, P.C. Profit Sharing Plan and Trust $27M · 41
- Radiology Associates of Dothan, P.a. Profit Sharing Plan $22M · 14
- Auto Investment, Inc. 401(k) Plan $20M · 362
- Aerie Aerospace 401(k) Profit Sharing Plan $16M · 246
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Harris, Caddell & Shanks, PC Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Harris, Caddell & Shanks, PC Profit Sharing Plan's numbers.
- By total assets, Harris, Caddell & Shanks, PC Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Alabama. Compare plans
- Harris, Caddell and Shanks, P.C.'s sponsor-wide assets have grown 41.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans