401(k) · DOL Form 5500 · 2024

Kristine Sizemore and Associates Inc 401(k) Plan

Data updated 2026-08-25

$180K
Total assets Small plan by assets
1
Participants Small participant base
10th
Percentile by assets National rank
$180,348
Avg per participant Above avg balance/head
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Official DOL plan name: Kristine Sizemore and Associates Inc Retirment Plan · Sponsored by Kristine Sizemore and Associates Inc · Alabama · Professional & Technical Services

$180K in assets, 1 participants

Kristine Sizemore and Associates Inc's Kristine Sizemore and Associates Inc Retirment Plan reported $180K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,582 in Professional & Technical Services (20,173 peers)

Kristine Sizemore and Associates Inc multi-year trail

Kristine Sizemore and Associates Inc's plans moved -38.2% in assets from 2022 to 2024; this filing shows Kristine Sizemore and Associates Inc Retirment Plan at $180K / 1 participant.

#1,582
in Professional & Technical Services (20,173 peers)
+9.2%
assets growth YoY

Kristine Sizemore and Associates Inc Retirment Plan among the smaller filed plans by assets

Kristine Sizemore and Associates Inc Retirment Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$180,348 10th percentile higher than 10% of 123,620 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 2024

Kristine Sizemore and Associates Inc Retirment Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kristine Sizemore and Associates Inc Retirment Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kristine Sizemore and Associates Inc Retirment Plan reported net income rose from -$127K in the plan year 2023 filing to $15K in the plan year 2024 filing.
  • Kristine Sizemore and Associates Inc Retirment Plan end-of-year assets rose from $165K in the plan year 2023 filing to $180K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 833010602 · Kristine Sizemore and Associates Inc PY 2024 · 401(k)

Kristine Sizemore and Associates Inc Retirment Plan · $180K · 1 · 10th

  • NET $180K
  • BOOK 1
  • VS-ST 10th
  • BOY 401(k)
  • SCH near International Waters Incorporated 401(k) Plan
  • EBSA ind #1582

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 →

Kristine Sizemore and Associates Inc Retirment Plan in the asset neighbourhood

Kristine Sizemore and Associates Inc Retirment PlanKristine Sizemore and Associ…$180KInternational Waters Incorporated 401(k) PlanInternational Waters Incorpo…$180KNehi Consulting, Inc. 401(k) Profit Sharing PlanNehi Consulting, Inc. 401(k)…$180K5js Corp. 401(k) Plan$180KLord and Peter Company, Inc. 401(k) Profit Sharing PlanLord and Peter Company, Inc.…$180K
End-of-year total assets ($M) among Kristine Sizemore and Associates Inc Retirment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kristine Sizemore and Associates Inc multi-year asset trail

Sponsor-wide plan assets over time

All Kristine Sizemore and Associates Inc plans reported in each filing year

Latest sponsor-wide plan assets
$180K 38.249463293375655% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M$0.35M 202220232024 $0.29M $0.18M ▼ -37.9%
Year Plans Participants Total Assets
2022 1 1 $292K
2023 1 1 $165K
2024 1 1 $180K

Kristine Sizemore and Associates Inc filing trail (2024)

Total Assets (Beginning of Year)$165K
Net Assets (End of Year)$180K
Net Income$15K
Employer EIN833010602
Plan Effective Date2019-01-07
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Kristine Sizemore and Associates Inc Retirment Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Kristine Sizemore and Associates Inc Retirment Plan, Total assets ($B): 0.000180348 · Participants: 1Kristine Sizemore and Associates Inc Retirment PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Kristine Sizemore and Associates Inc Retirment Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Kristine Sizemore and Associates Inc Retirment Plan side-by-side with 3 peers →

Kristine Sizemore and Associates Inc Retirment Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is International Waters Incorporated 401(k) Plan in GA ($180K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kristine Sizemore and Associates Inc Retirment Plan assets move in 2024? ▼
Kristine Sizemore and Associates Inc Retirment Plan grew at a solid clip - up 9.2% during 2024, from $165K to $180K. Reported net income was $15K.
How have Kristine Sizemore and Associates Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kristine Sizemore and Associates Inc's sponsor-wide assets declined 38.2%, from $292K to $180K.
Where does Kristine Sizemore and Associates Inc Retirment Plan rank by assets among Form 5500 filers? ▼
Kristine Sizemore and Associates Inc Retirment Plan ranks in the 10th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Kristine Sizemore and Associates Inc Retirment Plan? ▼
Among 401(k) plans in other states, the closest by assets is International Waters Incorporated 401(k) Plan in GA ($180K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Kristine Sizemore and Associates Inc Retirment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 833010602.

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.