401(k) · DOL Form 5500 · 2023

Carr, Riggs & Ingram, LLC 401(k) Plan

Data updated 2026-08-11

$328M
Total assets: 2,218
Participants: 96th
Percentile by assets: $147,954
Avg per participant

Official DOL plan name: Carr, Riggs & Ingram, LLC 401(k) Plan & Trust · Sponsored by Carr, Riggs & Ingram, LLC · Alabama · Professional & Technical Services

$328M in assets, 2,218 participants

Carr, Riggs & Ingram, LLC's Carr, Riggs & Ingram, LLC 401(k) Plan & Trust reported $328M in total assets and 2,218 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 127,072 plans)
#19,787 in Professional & Technical Services (20,321 peers)

Coverage in Alabama

Carr, Riggs & Ingram, LLC 401(k) Plan & Trust covers 2,218 participants in Alabama, 6.2x the typical Alabama plan (state average ~360 per filing). Assets: $328M.

$328M
total plan assets (2023 EOY): 2,218
covered participants: 96th
percentile by assets (of 127,072 plans): $147,954
avg assets per participant

Carr, Riggs & Ingram, LLC 401(k) Plan & Trust reported net income rose from $41M in the plan year 2022 filing to $58M in the plan year 2023 filing.
Carr, Riggs & Ingram, LLC 401(k) Plan & Trust end-of-year assets rose from $271M in the plan year 2022 filing to $328M in the plan year 2023 filing.
Carr, Riggs & Ingram, LLC 401(k) Plan & Trust reported participants rose from 2,083 in the plan year 2022 filing to 2,218 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Alabama

Industry

Professional & Technical Services

Participants vs Alabama filers

In Alabama, the average filing covers about 360 participants across 1,591 plans. Carr, Riggs & Ingram, LLC 401(k) Plan & Trust reports 2,218 participants - 6.2x that state average ($328M EOY assets).

Alabama filing particulars

Total Assets (Beginning of Year)	$271M
Net Assets (End of Year)	$328M
Net Income	$58M
Employer EIN	721396621
Plan Effective Date	1993-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Carr, Riggs & Ingram, LLC)

Total plan assets by year, all Carr, Riggs & Ingram, LLC plans on file

Year	Plans	Participants	Total Assets
2022	1	2,083	$271M
2023	1	2,218	$328M

Nearby 401(k) Plans in Alabama

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

Carr, Riggs & Ingram, LLC 401(k) Plan & Trust vs. nearby 401(k) plans in Alabama, assets vs. participants

Regions Financial Corporation 401(k) Plan $2.9B · 20,733
Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
Hexagon Employee Retirement Savings Plan $1.5B · 4,618
Vulcan 401(k) Plan $1.4B · 9,487
Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A

Compare Carr, Riggs & Ingram, LLC 401(k) Plan & … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Carr, Riggs & Ingram, LLC 401(k) Plan & Trust by total assets, not by location.

O.C. Tanner Retirement & Savings Plan (UT) $328M · 1,195
Media News Group Retirement/Savings Plan (CO) $328M · 2,506
Spectrum Brands 401(k) Retirement Savings Plan (WI) $328M · 2,964
Innova Solutions, Inc. Retirement Savings Plan (GA) $329M · 18,338

Frequently Asked Questions

How did Carr, Riggs & Ingram, LLC 401(k) Plan & Trust assets move in 2023? ▼

Carr, Riggs & Ingram, LLC 401(k) Plan & Trust grew sharply - up 21.3% during 2023, from $271M to $328M. Reported net income was $58M.

How have Carr, Riggs & Ingram, LLC plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Carr, Riggs & Ingram, LLC's sponsor-wide assets grew 21.3%, from $271M to $328M.

Where does Carr, Riggs & Ingram, LLC 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼

Carr, Riggs & Ingram, LLC 401(k) Plan & Trust ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Carr, Riggs & Ingram, LLC 401(k) Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is O.C. Tanner Retirement & Savings Plan in UT ($328M, 1,195 participants).

Next read for Carr, Riggs & Ingram, LLC 401(k) Plan & …

Filing takeaways

Ways to act on Carr, Riggs & Ingram, LLC 401(k) Plan & Trust's numbers.

By total assets, Carr, Riggs & Ingram, LLC 401(k) Plan & Trust ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Alabama. Compare plans
Carr, Riggs & Ingram, LLC's sponsor-wide assets have grown 21.3% since 2022 across 2 plan years on file. More Professional & Technical Services plans

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 721396621.