Defined Benefit (Pension) · DOL Form 5500 · 2022

Carr, Allison, Oliver & Sisson, PC Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
121
Participants Small participant base
71st
Percentile by assets National rank
$111,182
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carr Allison Cash Balance Plan · Sponsored by Carr, Allison, Oliver & Sisson, PC · Alabama · Professional & Technical Services

$13M in assets, 121 participants

Carr, Allison, Oliver & Sisson, PC's Carr Allison Cash Balance Plan reported $13M in total assets and 121 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #15,094 in Professional & Technical Services (21,562 peers)

Coverage in Alabama

Carr Allison Cash Balance Plan covers 121 participants in Alabama, about 34% of the average Alabama filer (state average ~360 per filing). Assets: $13M.

#15,094
in Professional & Technical Services (21,562 peers)
-6.5%
assets change YoY

The plan reported a net loss of $933K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carr Allison Cash Balance Plan's outsized position by total assets

Carr Allison Cash Balance Plan vs every filed plan by assets

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

$13,452,998 Top 29% higher than 71% 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

Carr Allison Cash Balance 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. Carr Allison Cash Balance Plan sits mid-pack in the medium band (121 participants).

Plan-year Form 5500 strip

Filing strip 721351859 · Carr, Allison, Oliver & Sisson, PC PY 2022 · Defined Benefit (Pension)

Carr Allison Cash Balance Plan · $13M · 121 · 71st

  • PCT $13M
  • EIN 121
  • RANK 71st
  • PHOTO Defined Benefit (Pension)
  • IND near Mott Macdonald Defined Benefit Pension Plan
  • EOY ind #15094

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 →

Carr Allison Cash Balance Plan in the asset neighbourhood

Ervin Industries, Inc. Pension Plan for Hourly Paid EmployeesErvin Industries, Inc. Pensi…$13MVernay Laboratories Retirement Income PlanVernay Laboratories Retireme…$13MCarr Allison Cash Balance PlanCarr Allison Cash Balance Pl…$13MMott Macdonald Defined Benefit Pension PlanMott Macdonald Defined Benef…$13MFaribault Foods, Inc Pension PlanFaribault Foods, Inc Pension…$13M
End-of-year total assets ($M) among Carr Allison Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$13M
Net Income-$933K
Employer EIN721351859
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carr, Allison, Oliver & Sisson, PC)

Sponsor-wide plan assets over time

All Carr, Allison, Oliver & Sisson, PC plans reported in each filing year

Latest sponsor-wide plan assets
$102M 25.200192261469724% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $81.7M $102M ▲ +25.2%
Year Plans Participants Total Assets
2022 2 327 $82M
2023 2 330 $98M
2024 2 457 $102M

Nearby Defined Benefit (Pension) Plans in Alabama

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Carr Allison Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -0.500.511.5 Total assets ($B) Participants Carr Allison Cash Balance Plan, Total assets ($B): 0.013452998 · Participants: 121Carr Allison Cash Balance PlanRegions Financial Corporation Retirement Plan, Total assets ($B): 1.234102296 · Participants: 309Regions Financial Corporation Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.700189014 · Participants: 2672Regions Financial Corporation Retirement Plan for AssociatesBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.655441132 · Participants: 2154Blue Cross and Blue Shield of Alabama Retirement PlanVulcan Materials Company Pension Plan, Total assets ($B): 0.502591014 · Participants: 879Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.432303132 · Participants: 869American Cast Iron Pipe Company Pension Plan
Carr Allison Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Carr Allison Cash Balance Plan side-by-side with 3 peers →

Carr Allison Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Mott Macdonald Defined Benefit Pension Plan in NJ ($13M); by covered participants it is Silgan White Cap Basic Non-Contributory Hourly Pension Plan in CA (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Carr Allison Cash Balance Plan assets move in 2022? ▼
Carr Allison Cash Balance Plan pulled back noticeably - down 6.5% during 2022, from $14M to $13M. Reported net income was -$933K.
How have Carr, Allison, Oliver & Sisson, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carr, Allison, Oliver & Sisson, PC's sponsor-wide assets grew 25.2%, from $82M to $102M.
Which Defined Benefit (Pension) plans are similar in size to Carr Allison Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mott Macdonald Defined Benefit Pension Plan in NJ ($13M, 49 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Carr Allison Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Silgan White Cap Basic Non-Contributory Hourly Pension Plan in CA (121 participants, $13M 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 721351859.

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.