Profit Sharing · DOL Form 5500 · 2022

Warren, Kerr, Walston, Taylor & Sm Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
32nd
Percentile by assets National rank
$288,915
Avg per participant High balance/head
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Official DOL plan name: Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan · Sponsored by Warren, Kerr, Walston, Taylor & Sm · North Carolina · Professional & Technical Services

$2M in assets, 6 participants

Warren, Kerr, Walston, Taylor & Sm's Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan reported $2M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #6,072 in Professional & Technical Services (21,562 peers)

Warren, Kerr, Walston, Taylor & Sm multi-year trail

Warren, Kerr, Walston, Taylor & Sm's plans moved -16.2% in assets from 2022 to 2024; this filing shows Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan at $2M / 6 participants.

#6,072
in Professional & Technical Services (21,562 peers)
-19.6%
assets change YoY

The plan reported a net loss of $423K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan among the smaller filed plans by assets

Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan vs every filed plan by assets

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

$1,733,488 32nd percentile higher than 32% 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

Warren, Kerr, Walston, Taylor & Smith LLP Retirement 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. Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan is a micro filing (6 participants), the leftmost band.

Published 5500 schedule card

Filing strip 560565160 · Warren, Kerr, Walston, Taylor & Sm PY 2022 · Profit Sharing

Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan · $2M · 6 · 32nd

  • EBSA $2M
  • PART 6
  • TYPE 32nd
  • NET Profit Sharing
  • BOOK near Betancourt & Olivo Retirement Plan
  • VS-ST ind #6072

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 North Carolina →

Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan in the asset neighbourhood

Warren, Kerr, Walston, Taylor & Smith LLP Retirement PlanWarren, Kerr, Walston, Taylo…$2MBetancourt & Olivo Retirement PlanBetancourt & Olivo Retiremen…$2MNeurosurgeons, Ltd. Profit Sharing PlanNeurosurgeons, Ltd. Profit S…$2MMagnolia Home Solutions, Inc. Retirement PlanMagnolia Home Solutions, Inc…$2MCarlos J. Estrada Md Retirement PlanCarlos J. Estrada Md Retirem…$2M
End-of-year total assets ($M) among Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Warren, Kerr, Walston, Taylor & Sm multi-year asset trail

Sponsor-wide plan assets over time

All Warren, Kerr, Walston, Taylor & Sm plans reported in each filing year

Latest sponsor-wide plan assets
$1M 16.230628651597243% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.73M $1.45M ▼ -16.2%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 5 $1M
2024 1 3 $1M

Warren, Kerr, Walston, Taylor & Sm filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$423K
Employer EIN560565160
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

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

Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -0.500.511.52 Total assets ($B) Participants Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan, Total assets ($B): 0.001733488 · Participants: 6Warren, Kerr, Walston, Taylor & Smith LLP Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 1.870436298 · Participants: 29251Tax Deferred Savings Plan of Novant Health, Inc.Wakemed Retirement Savings Plan, Total assets ($B): 1.11733971 · Participants: 11689Wakemed Retirement Savings PlanCharter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 0.992833723 · Participants: 88468Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.09482539 · Participants: 5217Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.060345776 · Participants: 1358Baker & Taylor Retirement Savings Plan
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan side-by-side with 3 peers →

Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Betancourt & Olivo Retirement Plan in PR ($2M); by covered participants it is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan assets move in 2022? ▼
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan declined sharply - down 19.6% during 2022, from $2M to $2M. Reported net income was -$423K.
How have Warren, Kerr, Walston, Taylor & Sm plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Warren, Kerr, Walston, Taylor & Sm's sponsor-wide assets declined 16.2%, from $2M to $1M.
Which Profit Sharing plans are similar in size to Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Betancourt & Olivo Retirement Plan in PR ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants, $432K 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 560565160.

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.