Profit Sharing · DOL Form 5500 · 2023
Warren, Kerr, Walston, Taylor & Sm Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $242,310
- Avg per participant Above avg balance/head
Official DOL plan name: Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan · Sponsored by Warren, Kerr, Walston, Taylor & Sm · North Carolina · Professional & Technical Services
$1M in assets, 5 participants
Warren, Kerr, Walston, Taylor & Sm's Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan reported $1M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.
- #4,214 in Professional & Technical Services (20,321 peers)
Warren, Kerr, Walston, Taylor & Sm multi-year trail
Warren, Kerr, Walston, Taylor & Sm's plans moved -16.2% in assets from 2022 to 2024; this filing shows Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan at $1M / 5 participants.
- #4,214
- in Professional & Technical Services (20,321 peers)
- -30.1%
- assets change YoY
The plan reported a net loss of $522K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan among the smaller filed plans by assets
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,211,552 25th percentile higher than 25% 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
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan end-of-year assets fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan reported net income fell from -$423K in the plan year 2022 filing to -$522K in the plan year 2023 filing.
- Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 560565160 · Warren, Kerr, Walston, Taylor & Sm PY 2023 · Profit Sharing
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan · $1M · 5 · 25th
- BOOK $1M
- BOOK 5
- BOOK 25th
- BOOK Profit Sharing
- BOOK near Independent Living Solutions Inc. Retirement Plan
- BOOK ind #4214
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 North Carolina →
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan in the asset neighbourhood
Warren, Kerr, Walston, Taylor & Sm multi-year asset trail
Sponsor-wide plan assets over time
All Warren, Kerr, Walston, Taylor & Sm plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 16.230628651597243% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $2M |
| 2023 | 1 | 5 | $1M |
| 2024 | 1 | 3 | $1M |
Warren, Kerr, Walston, Taylor & Sm filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$522K |
| Employer EIN | 560565160 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $2.2B · 36,057
- Charter Communications, Inc. Retirement Accumulation Plan $1.3B · 96,058
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $108M · 5,519
- Baker & Taylor Retirement Savings Plan $67M · 1,361
- Intermec Fssp Spinoff Plan $51M · 74
Warren, Kerr, Walston, Taylor & Smith LLP Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is Independent Living Solutions Inc. Retirement Plan in TX ($1M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Salon Passion Inc. Retirement Plan (GA) 5 · 0 off
- William D. Zigrang, M.D., Profit Sharing Plan (CA) 5 · 0 off
- Bcr and Co Profit Sharing Plan (CA) 5 · 0 off
- Taylor Legacy, Inc. Retirement Plan (AL) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.