401(k) · DOL Form 5500 · 2022
Warren Averett Companies, LLC 401(k) Plan
Data updated 2026-08-11
- $148M
- Total assets
- 726
- Participants
- 95th
- Percentile by assets
- $203,401
- Avg per participant
Official DOL plan name: Warren Averett Companies, LLC Profit Sharing Plan · Sponsored by Warren Averett Companies, LLC · Alabama · Professional & Technical Services
$148M in assets, 726 participants
Warren Averett Companies, LLC's Warren Averett Companies, LLC Profit Sharing Plan reported $148M in total assets and 726 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 139,126 plans)
- #20,624 in Professional & Technical Services (21,562 peers)
Coverage in Alabama
Warren Averett Companies, LLC Profit Sharing Plan covers 726 participants in Alabama, 2.0x the typical Alabama plan (state average ~360 per filing). Assets: $148M.
- $148M
- total plan assets (2022 EOY)
- 726
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $203,401
- avg assets per participant
The plan reported a net loss of $29M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Warren Averett Companies, LLC Profit Sharing Plan sits by total assets
Warren Averett Companies, LLC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$147,669,096 Top 5% higher than 95% 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
Participants vs Alabama filers
In Alabama, the average filing covers about 360 participants across 1,591 plans. Warren Averett Companies, LLC Profit Sharing Plan reports 726 participants - 2.0x that state average ($148M EOY assets).
Alabama filing particulars
| Total Assets (Beginning of Year) | $177M |
|---|---|
| Net Assets (End of Year) | $148M |
| Net Income | -$29M |
| Employer EIN | 454084397 |
| Plan Effective Date | 2012-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Warren Averett Companies, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 726 | $148M |
| 2023 | 1 | 722 | $177M |
| 2024 | 1 | 729 | $196M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Warren Averett Companies, LLC Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Warren Averett Companies, LLC Profit Sharing Plan by total assets, not by location.
- Associated Food Stores, Inc. 401(k) Plan and Trust (UT) $148M · 2,881
- Renaissance Learning, Inc. 401(k) Savings Plan (WI) $148M · 1,390
- Win Waste Innovations 401(k) Plan (NH) $148M · 1,956
- Trinity Consultants, Inc. Capital Accumulation Plan and Trust (TX) $148M · 726
Frequently Asked Questions
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Filing takeaways
Ways to act on Warren Averett Companies, LLC Profit Sharing Plan's numbers.
- By total assets, Warren Averett Companies, LLC Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Alabama. Compare plans
- Warren Averett Companies, LLC's sponsor-wide assets have grown 32.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans