401(k) · DOL Form 5500 · 2023

Carr, Allison, Oliver & Sisson, P.C. 401(k) Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
206
Participants Below avg headcount
90th
Percentile by assets National rank
$400,646
Avg per participant High balance/head
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Official DOL plan name: Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan · Sponsored by Carr, Allison, Oliver & Sisson, P.C. · Alabama · Professional & Technical Services

$83M in assets, 206 participants

Carr, Allison, Oliver & Sisson, P.C.'s Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan reported $83M in total assets and 206 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,520 in Professional & Technical Services (20,321 peers)

Where Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan sits by assets

Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $83M for 206 participants (~$400,646/participant), up 21.0% in 2023.

#18,520
in Professional & Technical Services (20,321 peers)
+21.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan's outsized position by total assets

Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$82,532,977 Top 10% higher than 90% 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

Carr, Allison, Oliver & Sisson, PC 401(k) 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. Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan sits mid-pack in the medium band (206 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan reported net income rose from -$10M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan end-of-year assets rose from $68M in the plan year 2022 filing to $83M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 721351859 · Carr, Allison, Oliver & Sisson, P.C. PY 2023 · 401(k)

Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan · $83M · 206 · 90th

  • SCH $83M
  • EBSA 206
  • PART 90th
  • TYPE 401(k)
  • NET near Ppc Retirement Plan
  • BOOK ind #18520

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 →

Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan in the asset neighbourhood

Ppc Retirement Plan$83MAlbireo Energy, LLC 401(k) PlanAlbireo Energy, LLC 401(k) P…$83MNatureworks LLC 401(k) Plan$83MCarr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing PlanCarr, Allison, Oliver & Siss…$83MBurns & Levinson LLP Retirement Plan for Partners & Legal Administrative AssistantsBurns & Levinson LLP Retirem…$83M
End-of-year total assets ($M) among Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$83M
Net Income$14M
Employer EIN721351859
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carr, Allison, Oliver & Sisson, P.C.)

Sponsor-wide plan assets over time

All Carr, Allison, Oliver & Sisson, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$102M 25.200192261469724% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $81.7M $102M ▲ +25.2%
Year Plans Participants Total Assets
2022 2 327 $82M
2023 2 330 $98M
2024 2 457 $102M

Nearby 401(k) Plans in Alabama

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

Carr, Allison, Oliver & Sisson, PC 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 ($B) Participants Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan, Total assets ($B): 0.082532977 · Participants: 206Carr, Allison, Oliver & Sisson, PC 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
Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Carr, Allison, Oliver & Sisson, PC 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 Ppc Retirement Plan in GA ($83M); by covered participants it is Nwsl Retirement Plan in IL (206 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($83M here).

Similar participant headcount

Nearest other-state filings by covered participants (206 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 Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan assets move in 2023? ▼
Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan grew sharply - up 21.0% during 2023, from $68M to $83M. Reported net income was $14M.
How have Carr, Allison, Oliver & Sisson, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carr, Allison, Oliver & Sisson, P.C.'s sponsor-wide assets grew 25.2%, from $82M to $102M.
Where does Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan ranks in the 90th 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 Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ppc Retirement Plan in GA ($83M, 1,066 participants).
Which 401(k) plans cover a similar participant headcount to Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (206 participants, $152K 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 721351859.

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.