401(k) · DOL Form 5500 · 2023

Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size: 65
Participants Small participant base: 86th
Percentile by assets National rank: $813,589
Avg per participant High balance/head

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Official DOL plan name: Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust · Sponsored by Carrington, Coleman, Sloman & Blumenthal, LLP · Texas · Professional & Technical Services

$53M in assets, 65 participants

Carrington, Coleman, Sloman & Blumenthal, LLP's Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust reported $53M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

#17,706 in Professional & Technical Services (20,321 peers)

Where Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust sits by assets

Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust sits in the top quartile of all filed plans by assets, $53M for 65 participants (~$813,589/participant), up 0.9% in 2023.

#17,706
in Professional & Technical Services (20,321 peers): +0.9%
assets growth YoY: 0.5×
vs typical plan assets (national mean)

Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust's outsized position by total assets

Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$52,883,259 Top 14% higher than 86% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust is a small filing (65 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust reported net income rose from -$10M in the plan year 2022 filing to $459K in the plan year 2023 filing.
Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust reported participants rose from 64 in the plan year 2022 filing to 65 in the plan year 2023 filing.
Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust end-of-year assets rose from $52M in the plan year 2022 filing to $53M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 751315313 · Carrington, Coleman, Sloman & Blumenthal, LLP PY 2023 · 401(k)

Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust · $53M · 65 · 86th

BOY $53M
BOY 65
BOY 86th
BOY 401(k)
BOY near Mcelroy Manufacturing, Inc. Savings Investment Plan
BOY ind #17706

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 Texas →

End-of-year total assets ($M) among Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$52M
Net Assets (End of Year)	$53M
Net Income	$459K
Employer EIN	751315313
Plan Effective Date	1973-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Carrington, Coleman, Sloman & Blumenthal, LLP)

Latest sponsor-wide plan assets: $57M 2.0794030978971807% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	89	$55M
2023	2	98	$57M
2024	2	101	$57M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust side-by-side with 3 peers →

Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Mcelroy Manufacturing, Inc. Savings Investment Plan in OK ($53M); by covered participants it is General Insurance Services, Inc. 401(k) Plan in IN (65 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Mcelroy Manufacturing, Inc. Savings Investment Plan (OK) $53M · 424
Oss Retirement Savings and Investment Plan (GA) $53M · 428
Boston School Bus Drivers Deferred Retirement and Savings Plan (MA) $53M · 877
Graebel Employees' 401(k) Plan (CO) $53M · 750

Similar participant headcount

Nearest other-state filings by covered participants (65 participants); asset peers above are excluded.

General Insurance Services, Inc. 401(k) Plan (IN) 65 · 0 off
Intermountain Eye and Laser Center, PLLC Profit Sharing 401(k) Plan (ID) 65 · 0 off
Yanke Profit Sharing and 401(k) Plan (ID) 65 · 0 off
Plan De Retiro Y Ahorro Del Huertas Junior College (PR) 65 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust assets move in 2023? ▼

Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust held essentially flat - up 0.9% during 2023, from $52M to $53M. Reported net income was $459K.

How have Carrington, Coleman, Sloman & Blumenthal, LLP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Carrington, Coleman, Sloman & Blumenthal, LLP's sponsor-wide assets grew 2.1%, from $55M to $57M.

Where does Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust rank by assets among Form 5500 filers? ▼

Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Mcelroy Manufacturing, Inc. Savings Investment Plan in OK ($53M, 424 participants).

Which 401(k) plans cover a similar participant headcount to Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is General Insurance Services, Inc. 401(k) Plan in IN (65 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 751315313.