401(k) · DOL Form 5500 · 2023

Cory Watson, P.C. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
100
Participants Small participant base
75th
Percentile by assets National rank
$225,786
Avg per participant Above avg balance/head
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Official DOL plan name: Cory Watson, P.C. 401(k) Profit Sharing Plan · Sponsored by Cory Watson, P.C. · Alabama · Professional & Technical Services

$23M in assets, 100 participants

Cory Watson, P.C.'s Cory Watson, P.C. 401(k) Profit Sharing Plan reported $23M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,211 in Professional & Technical Services (20,321 peers)

Coverage in Alabama

Cory Watson, P.C. 401(k) Profit Sharing Plan covers 100 participants in Alabama, about 28% of the average Alabama filer (state average ~360 per filing). Assets: $23M.

#15,211
in Professional & Technical Services (20,321 peers)
+21.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Cory Watson, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Cory Watson, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$22,578,648 Top 25% higher than 75% 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

Cory Watson, P.C. 401(k) 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. Cory Watson, P.C. 401(k) Profit Sharing Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cory Watson, P.C. 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Cory Watson, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Cory Watson, P.C. 401(k) Profit Sharing Plan reported participants rose from 86 in the plan year 2022 filing to 100 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 631142944 · Cory Watson, P.C. PY 2023 · 401(k)

Cory Watson, P.C. 401(k) Profit Sharing Plan · $23M · 100 · 75th

  • VS-ST $23M
  • VS-ST 100
  • VS-ST 75th
  • VS-ST 401(k)
  • VS-ST near Allone Health Resources, Inc. 401(k) Retirement Savings Plan
  • VS-ST ind #15211

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 →

Cory Watson, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Cory Watson, P.C. 401(k) Profit Sharing PlanCory Watson, P.C. 401(k) Pro…$23MAllone Health Resources, Inc. 401(k) Retirement Savings PlanAllone Health Resources, Inc…$23MWilen Group 401(k) Employee Savings PlanWilen Group 401(k) Employee …$23MVolex Holdings Profit Sharing and 401(k) PlanVolex Holdings Profit Sharin…$23MNielsen & Bainbridge, LLC Retirement Savings PlanNielsen & Bainbridge, LLC Re…$23M
End-of-year total assets ($M) among Cory Watson, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN631142944
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cory Watson, P.C.)

Sponsor-wide plan assets over time

All Cory Watson, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 46.56184792200768% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.6M $27.3M ▲ +46.6%
Year Plans Participants Total Assets
2022 1 86 $19M
2023 1 100 $23M
2024 1 94 $27M

Nearby 401(k) Plans in Alabama

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

Cory Watson, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Cory Watson, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.022578648 · Participants: 100Cory Watson, P.C. 401(k) 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
Cory Watson, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Cory Watson, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Cory Watson, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Allone Health Resources, Inc. 401(k) Retirement Savings Plan in PA ($23M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Cory Watson, P.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Cory Watson, P.C. 401(k) Profit Sharing Plan grew sharply - up 21.2% during 2023, from $19M to $23M. Reported net income was $4M.
How have Cory Watson, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cory Watson, P.C.'s sponsor-wide assets grew 46.6%, from $19M to $27M.
Where does Cory Watson, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Cory Watson, P.C. 401(k) Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cory Watson, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allone Health Resources, Inc. 401(k) Retirement Savings Plan in PA ($23M, 211 participants).
Which 401(k) plans cover a similar participant headcount to Cory Watson, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (100 participants, $370K 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 631142944.

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.