401(k) · DOL Form 5500 · 2023

Warren Averett Companies, LLC 401(k) Plan

Data updated 2026-08-25

$177M
Total assets Near avg plan size
722
Participants Near avg headcount
94th
Percentile by assets National rank
$244,504
Avg per participant Above avg balance/head
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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.

  • #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.

#19,391
in Professional & Technical Services (20,321 peers)
+19.5%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Warren Averett Companies, LLC Profit Sharing Plan's outsized position 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 $2,050,000,000 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

Warren Averett Companies, LLC Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Warren Averett Companies, LLC Profit Sharing Plan sits mid-pack in the medium band (722 participants).

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 →

EBSA filing schedule strip

Filing strip 454084397 · Warren Averett Companies, LLC PY 2023 · 401(k)

Warren Averett Companies, LLC Profit Sharing Plan · $177M · 722 · 94th

  • EOY $177M
  • EOY 722
  • EOY 94th
  • EOY 401(k)
  • EOY near Win Waste Innovations 401(k) Plan
  • EOY ind #19391

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 →

Warren Averett Companies, LLC Profit Sharing Plan in the asset neighbourhood

The Arxada 401(k) Plan$177MEcmc Group 401(k) Plan$177MWarren Averett Companies, LLC Profit Sharing PlanWarren Averett Companies, LL…$177MWin Waste Innovations 401(k) PlanWin Waste Innovations 401(k)…$177MHoriba Instruments Incorporated 401(k) PlanHoriba Instruments Incorpora…$176M
End-of-year total assets ($M) among Warren Averett Companies, LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Warren Averett Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$196M 32.63971968786211% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $148M $196M ▲ +32.6%
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 ($B) Participants Warren Averett Companies, LLC Profit Sharing Plan, Total assets ($B): 0.176531814 · Participants: 722Warren Averett Companies, LLC Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Warren Averett Companies, LLC Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Warren Averett Companies, LLC Profit Sharing Plan side-by-side with 3 peers →

Warren Averett Companies, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Win Waste Innovations 401(k) Plan in NH ($177M); by covered participants it is Coldwater Veneer, Inc. 401(k) Plan Profit Sharing Plan in MI (722 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($177M here).

Similar participant headcount

Nearest other-state filings by covered participants (722 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.

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).
Which 401(k) plans cover a similar participant headcount to Warren Averett Companies, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coldwater Veneer, Inc. 401(k) Plan Profit Sharing Plan in MI (722 participants, $8M in assets).

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.