401(k) · DOL Form 5500 · 2023
Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 33
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $131,617
- Avg per participant Near avg balance/head
Official DOL plan name: Carrington, Coleman, Sloman & Blumenthal, LLP Associates 401(k) Savings & Retirement Plan and Trust · Sponsored by Carrington, Coleman, Sloman & Blumenthal, LLP · Texas · Professional & Technical Services
$4M in assets, 33 participants
Carrington, Coleman, Sloman & Blumenthal, LLP's Carrington, Coleman, Sloman & Blumenthal, LLP Associates 401(k) Savings & Retirement Plan and Trust reported $4M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,972 in Professional & Technical Services (20,321 peers)
2023 asset change
Carrington, Coleman, Sloman & Blumenthal, LLP Associates 401(k) Savings & Retirement Plan and Trust surged 43.8% in 2023 ($3M → $4M) for 33 participants.
- #7,972
- in Professional & Technical Services (20,321 peers)
- +43.8%
- assets growth YoY
Carrington, Coleman, Sloman & Blumenthal, LLP Associates 401(k) Savings & Retirement Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Carrington, Coleman, Sloman & Blumenthal, LLP Associates 401(k) Savings & Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,343,359 42nd percentile higher than 42% 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 Associates 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 Associates 401(k) Savings & Retirement Plan and Trust is a small filing (33 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carrington, Coleman, Sloman & Blumenthal, LLP Associates 401(k) Savings & Retirement Plan and Trust reported net income rose from -$246K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Carrington, Coleman, Sloman & Blumenthal, LLP Associates 401(k) Savings & Retirement Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Carrington, Coleman, Sloman & Blumenthal, LLP Associates 401(k) Savings & Retirement Plan and Trust reported participants rose from 25 in the plan year 2022 filing to 33 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 751315313 · Carrington, Coleman, Sloman & Blumenthal, LLP PY 2023 · 401(k)
Carrington, Coleman, Sloman & Blumenthal, LLP Associates 401(k) Savings & Retirement Plan and Trust · $4M · 33 · 42nd
- EIN $4M
- RANK 33
- PHOTO 42nd
- IND 401(k)
- EOY near Childrens Services of Roxbury 401(k) Plan
- 5500 ind #7972
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 →
Carrington, Coleman, Sloman & Blumenthal, LLP Associates 401(k) Savings & Retirement Plan and Trust in the asset neighbourhood
Carrington, Coleman, Sloman & Blumenthal, LLP years around the 2023 move
Sponsor-wide plan assets over time
All Carrington, Coleman, Sloman & Blumenthal, LLP plans reported in each filing year
- 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 |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $1M |
| Employer EIN | 751315313 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Carrington, Coleman, Sloman & Blumenthal, LLP Associates 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 Childrens Services of Roxbury 401(k) Plan in MA ($4M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (33 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.
- Taylor Automotive Group 401(k) Plan (TN) 33 · 0 off
- Rmsource, Inc. 401(k) Plan (NC) 33 · 0 off
- Cascades Technologies 401(k) Plan and Trust (VA) 33 · 0 off
- White Clay Consulting, Inc. 401(k) Plan (KY) 33 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.