401(k) · DOL Form 5500 · 2023

Warren Averett Companies, LLC 401(k) Plan

Data updated 2026-08-11

$177M
Total assets
722
Participants
94th
Percentile by assets
$244,504
Avg per participant
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Official DOL plan name: Warren Averett Companies, LLC Profit Sharing Plan · Sponsored by Warren Averett Companies, LLC · Alabama · Professional & Technical Services

$177M in assets, 722 participants

Warren Averett Companies, LLC's Warren Averett Companies, LLC Profit Sharing Plan reported $177M in total assets and 722 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 127,072 plans)
  • #19,391 in Professional & Technical Services (20,321 peers)

Coverage in Alabama

Warren Averett Companies, LLC Profit Sharing Plan covers 722 participants in Alabama, 2.0x the typical Alabama plan (state average ~360 per filing). Assets: $177M.

$177M
total plan assets (2023 EOY)
722
covered participants
94th
percentile by assets (of 127,072 plans)
$244,504
avg assets per participant

Where Warren Averett Companies, LLC Profit Sharing Plan sits by total assets

Warren Averett Companies, LLC Profit Sharing Plan vs every filed plan by assets

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

$176,531,814 Top 6% higher than 94% 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

  • Warren Averett Companies, LLC Profit Sharing Plan reported net income rose from -$29M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Warren Averett Companies, LLC Profit Sharing Plan end-of-year assets rose from $148M in the plan year 2022 filing to $177M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Alabama
Industry
Professional & Technical Services

Participants vs Alabama filers

In Alabama, the average filing covers about 360 participants across 1,591 plans. Warren Averett Companies, LLC Profit Sharing Plan reports 722 participants - 2.0x that state average ($177M EOY assets).

Alabama filing particulars

Total Assets (Beginning of Year)$148M
Net Assets (End of Year)$177M
Net Income$29M
Employer EIN454084397
Plan Effective Date2012-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Warren Averett Companies, LLC)

$140M$160M$180M$200M$220M 202220232024 $148M $196M ▲ +32.6%
Total plan assets by year, all Warren Averett Companies, LLC plans on file
Year Plans Participants Total Assets
2022 1 726 $148M
2023 1 722 $177M
2024 1 729 $196M

Nearby 401(k) Plans in Alabama

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

Warren Averett Companies, LLC Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 0123 Total assets ($B) Participants Warren Averett Compa…, Total assets ($B): 0.176531814 · Participants: 722Warren Averett Compa…Regions Financial Co…, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Co…Encompass Health Cor…, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Cor…Hexagon Employee Ret…, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Ret…Vulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. I…, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. I…
Warren Averett Companies, LLC Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Warren Averett Companies, LLC Profit Sha… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Warren Averett Companies, LLC Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Warren Averett Companies, LLC Profit Sharing Plan assets move in 2023? ▼
Warren Averett Companies, LLC Profit Sharing Plan grew sharply - up 19.5% during 2023, from $148M to $177M. Reported net income was $29M.
How have Warren Averett Companies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Warren Averett Companies, LLC's sponsor-wide assets grew 32.6%, from $148M to $196M.
Where does Warren Averett Companies, LLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Warren Averett Companies, LLC Profit Sharing Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Warren Averett Companies, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Win Waste Innovations 401(k) Plan in NH ($177M, 2,159 participants).

Next read for Warren Averett Companies, LLC Profit Sha…

Filing takeaways

Ways to act on Warren Averett Companies, LLC 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 454084397.

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.