401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$83M
Total assets
206
Participants
90th
Percentile by assets
$400,646
Avg per participant
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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.

  • 90th percentile by assets (of 127,072 plans)
  • #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.

$83M
total plan assets (2023 EOY)
206
covered participants
90th
percentile by assets (of 127,072 plans)
$400,646
avg assets per participant

Where Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan sits 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 $2,010,000,000 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

  • 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 →

State
Alabama
Industry
Professional & Technical Services

Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan vs the 2023 asset distribution

By assets, Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

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.)

$70M$80M$90M$100M$110M 202220232024 $81.7M $102M ▲ +25.2%
Total plan assets by year, all Carr, Allison, Oliver & Sisson, P.C. plans on file
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 ($B) Participants Carr, Allison, Olive…, Total assets ($B): 0.082532977 · Participants: 206Carr, Allison, Olive…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…
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… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan by total assets, not by location.

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).

Next read for Carr, Allison, Oliver & Sisson, PC 401(k…

Scale reading

Ways to act on Carr, Allison, Oliver & Sisson, PC 401(k) 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 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.