Defined Benefit (Pension) · DOL Form 5500 · 2023

Carr, Allison, Oliver & Sisson, PC Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
124
Participants Small participant base
68th
Percentile by assets National rank
$125,800
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carr Allison Cash Balance Plan · Sponsored by Carr, Allison, Oliver & Sisson, PC · Alabama · Professional & Technical Services

$16M in assets, 124 participants

Carr, Allison, Oliver & Sisson, PC's Carr Allison Cash Balance Plan reported $16M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #13,674 in Professional & Technical Services (20,321 peers)

Coverage in Alabama

Carr Allison Cash Balance Plan covers 124 participants in Alabama, about 34% of the average Alabama filer (state average ~360 per filing). Assets: $16M.

#13,674
in Professional & Technical Services (20,321 peers)
+16.0%
assets growth YoY

Carr Allison Cash Balance Plan's outsized position by total assets

Carr Allison Cash Balance Plan vs every filed plan by assets

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

$15,599,187 Top 32% higher than 68% 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 Cash Balance 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 Cash Balance Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carr Allison Cash Balance Plan reported net income rose from -$933K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Carr Allison Cash Balance Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Carr Allison Cash Balance Plan reported participants rose from 121 in the plan year 2022 filing to 124 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 721351859 · Carr, Allison, Oliver & Sisson, PC PY 2023 · Defined Benefit (Pension)

Carr Allison Cash Balance Plan · $16M · 124 · 68th

  • SCH $16M
  • SCH 124
  • SCH 68th
  • SCH Defined Benefit (Pension)
  • SCH near Pension Plan for Union Employees of Johanna Foods, Inc., Flemington Plant
  • SCH ind #13674

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 Cash Balance Plan in the asset neighbourhood

Cozen O'connor Cash Balance Plan aCozen O'connor Cash Balance …$16MCozen O'connor Cash Balance Plan BCozen O'connor Cash Balance …$16MCarr Allison Cash Balance PlanCarr Allison Cash Balance Pl…$16MPension Plan for Union Employees of Johanna Foods, Inc., Flemington PlantPension Plan for Union Emplo…$16MGiw Industries, Inc. Pension PlanGiw Industries, Inc. Pension…$16M
End-of-year total assets ($M) among Carr Allison Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN721351859
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carr, Allison, Oliver & Sisson, PC)

Sponsor-wide plan assets over time

All Carr, Allison, Oliver & Sisson, PC 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 Defined Benefit (Pension) Plans in Alabama

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Carr Allison Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 050010001500200025003000 -0.500.511.5 Total assets ($B) Participants Carr Allison Cash Balance Plan, Total assets ($B): 0.015599187 · Participants: 124Carr Allison Cash Balance PlanRegions Financial Corporation Retirement Plan, Total assets ($B): 1.23300032 · Participants: 292Regions Financial Corporation Retirement PlanBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.737313284 · Participants: 2014Blue Cross and Blue Shield of Alabama Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.716301272 · Participants: 2395Regions Financial Corporation Retirement Plan for AssociatesVulcan Materials Company Pension Plan, Total assets ($B): 0.507585545 · Participants: 776Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.440237888 · Participants: 832American Cast Iron Pipe Company Pension Plan
Carr Allison Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Carr Allison Cash Balance Plan side-by-side with 3 peers →

Carr Allison Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Pension Plan for Union Employees of Johanna Foods, Inc., Flemington Plant in NJ ($16M); by covered participants it is Orthocarolina Cash Balance Pension Plan in NC (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Cash Balance Plan assets move in 2023? ▼
Carr Allison Cash Balance Plan grew sharply - up 16.0% during 2023, from $13M to $16M. Reported net income was $2M.
How have Carr, Allison, Oliver & Sisson, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carr, Allison, Oliver & Sisson, PC's sponsor-wide assets grew 25.2%, from $82M to $102M.
Which Defined Benefit (Pension) plans are similar in size to Carr Allison Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Union Employees of Johanna Foods, Inc., Flemington Plant in NJ ($16M, 102 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Carr Allison Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Orthocarolina Cash Balance Pension Plan in NC (124 participants, $31M 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.