401(k) · DOL Form 5500 · 2022

Warren Averett Companies, LLC 401(k) Plan

Data updated 2026-08-25

$148M
Total assets Near avg plan size
726
Participants Near avg headcount
95th
Percentile by assets National rank
$203,401
Avg per participant Above avg balance/head
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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.

  • #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.

#20,624
in Professional & Technical Services (21,562 peers)
-16.4%
assets change YoY
1.5×
vs typical plan assets (national mean)

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.

Warren Averett Companies, LLC Profit Sharing Plan's outsized position 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

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 Averett Companies, LLC Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Warren Averett Companies, LLC Profit Sharing Plan sits mid-pack in the medium band (726 participants).

Plan-year Form 5500 strip

Filing strip 454084397 · Warren Averett Companies, LLC PY 2022 · 401(k)

Warren Averett Companies, LLC Profit Sharing Plan · $148M · 726 · 95th

  • EOY $148M
  • EOY 726
  • EOY 95th
  • EOY 401(k)
  • EOY near Associated Food Stores, Inc. 401(k) Plan and Trust
  • EOY ind #20624

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 →

Warren Averett Companies, LLC Profit Sharing Plan in the asset neighbourhood

Trinity Consultants, Inc. Capital Accumulation Plan and TrustTrinity Consultants, Inc. Ca…$148MWarren Averett Companies, LLC Profit Sharing PlanWarren Averett Companies, LL…$148MAssociated Food Stores, Inc. 401(k) Plan and TrustAssociated Food Stores, Inc.…$148MRenaissance Learning, Inc. 401(k) Savings PlanRenaissance Learning, Inc. 4…$148MWin Waste Innovations 401(k) PlanWin Waste Innovations 401(k)…$148M
End-of-year total assets ($M) among Warren Averett Companies, LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$177M
Net Assets (End of Year)$148M
Net Income-$29M
Employer EIN454084397
Plan Effective Date2012-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Warren Averett Companies, LLC)

Sponsor-wide plan assets over time

All Warren Averett Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$196M 32.63971968786211% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $148M $196M ▲ +32.6%
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 Scatter plot of 6 data points. -100000100002000030000 0123 Total assets ($B) Participants Warren Averett Companies, LLC Profit Sharing Plan, Total assets ($B): 0.147669096 · Participants: 726Warren Averett Companies, LLC Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Warren Averett Companies, LLC Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Warren Averett Companies, LLC Profit Sharing Plan side-by-side with 3 peers →

Warren Averett Companies, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Associated Food Stores, Inc. 401(k) Plan and Trust in UT ($148M); by covered participants it is Railpros, Inc. 401(k) Profit Sharing Plan and Trust in CA (726 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (726 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 Averett Companies, LLC Profit Sharing Plan assets move in 2022? ▼
Warren Averett Companies, LLC Profit Sharing Plan declined sharply - down 16.4% during 2022, from $177M to $148M. Reported net income was -$29M.
How have Warren Averett Companies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Warren Averett Companies, LLC's sponsor-wide assets grew 32.6%, from $148M to $196M.
Where does Warren Averett Companies, LLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Warren Averett Companies, LLC Profit Sharing Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Warren Averett Companies, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Associated Food Stores, Inc. 401(k) Plan and Trust in UT ($148M, 2,881 participants).
Which 401(k) plans cover a similar participant headcount to Warren Averett Companies, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Railpros, Inc. 401(k) Profit Sharing Plan and Trust in CA (726 participants, $29M 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 454084397.

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.