Profit Sharing · DOL Form 5500 · 2023

Harris, Caddell and Shanks, P.C. Profit Sharing Plan

Data updated 2026-08-11

$9M
Total assets
15
Participants
55th
Percentile by assets
$569,482
Avg per participant
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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.

  • 55th percentile by assets (of 127,072 plans)
  • #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.

$9M
total plan assets (2023 EOY)
15
covered participants
55th
percentile by assets (of 127,072 plans)
$569,482
avg assets per participant

Where Harris, Caddell & Shanks, PC Profit Sharing Plan sits by total assets

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

This plan $0 $2,010,000,000 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 2023

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.

See the national 2022→2023 release diff →

State
Alabama
Industry
Professional & Technical Services

Harris, Caddell and Shanks, P.C. across 3 plan years on file

Across the 3 plan years Harris, Caddell and Shanks, P.C. has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $10M, a gain of 41.3%, while reported participants moved from 15 to 17 (+13.3%). Peak year by sponsor assets: 2024 ($10M); trough: 2022 ($7M).

Harris, Caddell and Shanks, P.C. multi-year asset trail

$6M$7M$8M$9M$10M$11M 202220232024 $7.06M $9.97M ▲ +41.2%
Total plan assets by year, all Harris, Caddell and Shanks, P.C. plans on file
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 EIN630657406
Plan Effective Date1974-01-15
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Alabama

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Harris, Caddell & Shanks, PC Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 01020304050 Total assets ($M) Participants Harris, Caddell & Sh…, Total assets ($M): 8.542226 · Participants: 15Harris, Caddell & Sh…The Health Care Auth…, Total assets ($M): 44.503015 · Participants: 2207The Health Care Auth…Pathology Associates…, Total assets ($M): 33.014269 · Participants: 42Pathology Associates…Radiology Associates…, Total assets ($M): 27.308429 · Participants: 16Radiology Associates…Auto Investment, Inc…, Total assets ($M): 23.866265 · Participants: 392Auto Investment, Inc…Southlake Orthopaedi…, Total assets ($M): 15.424017 · Participants: 103Southlake Orthopaedi…
Harris, Caddell & Shanks, PC Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Harris, Caddell & Shanks, PC Profit Shar… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Harris, Caddell & Shanks, PC Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Harris, Caddell & Shanks, PC Profit Sharing Plan assets move in 2023? ▼
Harris, Caddell & Shanks, PC Profit Sharing Plan grew sharply - up 21.0% during 2023, from $7M to $9M. Reported net income was $1M.
How have Harris, Caddell and Shanks, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harris, Caddell and Shanks, P.C.'s sponsor-wide assets grew 41.3%, from $7M to $10M.
Which Profit Sharing plans are similar in size to Harris, Caddell & Shanks, PC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Alliance Medical Center, Inc. 403(b) Plan in CA ($9M, 173 participants).

Next read for Harris, Caddell & Shanks, PC Profit Shar…

Multi-year trail

Ways to act on Harris, Caddell & Shanks, PC Profit Sharing Plan's numbers.

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 630657406.

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.