Profit Sharing · DOL Form 5500 · 2023
Harris, Caddell and Shanks, P.C. Profit Sharing Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $569,482
- Avg per participant High balance/head
Official DOL plan name: Harris, Caddell & Shanks, PC Profit Sharing Plan · Sponsored by Harris, Caddell and Shanks, P.C. · Alabama · Professional & Technical Services
$9M in assets, 15 participants
Harris, Caddell and Shanks, P.C.'s Harris, Caddell & Shanks, PC Profit Sharing Plan reported $9M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.
- #10,913 in Professional & Technical Services (20,321 peers)
Harris, Caddell and Shanks, P.C. multi-year trail
Harris, Caddell and Shanks, P.C.'s plans moved +41.3% in assets from 2022 to 2024; this filing shows Harris, Caddell & Shanks, PC Profit Sharing Plan at $9M / 15 participants.
- #10,913
- in Professional & Technical Services (20,321 peers)
- +21.0%
- assets growth YoY
Harris, Caddell & Shanks, PC Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Harris, Caddell & Shanks, PC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,542,226 Top 45% higher than 55% 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
Harris, Caddell & Shanks, PC Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harris, Caddell & Shanks, PC Profit Sharing Plan is a small filing (15 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Harris, Caddell & Shanks, PC Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Harris, Caddell & Shanks, PC Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 630657406 · Harris, Caddell and Shanks, P.C. PY 2023 · Profit Sharing
Harris, Caddell & Shanks, PC Profit Sharing Plan · $9M · 15 · 55th
- SCH $9M
- EBSA 15
- PART 55th
- TYPE Profit Sharing
- NET near Alliance Medical Center, Inc. 403(b) Plan
- BOOK ind #10913
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 →
Harris, Caddell & Shanks, PC Profit Sharing Plan in the asset neighbourhood
Harris, Caddell and Shanks, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Harris, Caddell and Shanks, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 41.25155912428867% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $7M |
| 2023 | 1 | 15 | $9M |
| 2024 | 1 | 17 | $10M |
Harris, Caddell and Shanks, P.C. filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 630657406 |
| Plan Effective Date | 1974-01-15 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Alabama
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Health Care Authority for Baptist Health Matching Dollar Plan $45M · 2,207
- Pathology Associates, P.C. Profit Sharing Plan and Trust $33M · 42
- Radiology Associates of Dothan, P.a. Profit Sharing Plan $27M · 16
- Auto Investment, Inc. 401(k) Plan $24M · 392
- Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan $15M · 103
Harris, Caddell & Shanks, PC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Alabama, the nearest Profit Sharing by assets is Alliance Medical Center, Inc. 403(b) Plan in CA ($9M); by covered participants it is Sterling Oil & Chemical Company, Inc. Profit Sharing Plan in MI (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.