401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$328M
Total assets Above avg plan size
2,218
Participants Above avg headcount
96th
Percentile by assets National rank
$147,954
Avg per participant Above avg balance/head
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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.

  • #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.

#19,787
in Professional & Technical Services (20,321 peers)
+21.3%
assets growth YoY
3.3×
vs typical plan assets (national mean)

Carr, Riggs & Ingram, LLC 401(k) Plan & Trust's outsized position by total assets

Carr, Riggs & Ingram, LLC 401(k) Plan & Trust vs every filed plan by assets

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

$328,162,952 Top 4% higher than 96% 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, Riggs & Ingram, LLC 401(k) Plan & Trust's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carr, Riggs & Ingram, LLC 401(k) Plan & Trust lands in the large band (2,218 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

DOL schedule card

Filing strip 721396621 · Carr, Riggs & Ingram, LLC PY 2023 · 401(k)

Carr, Riggs & Ingram, LLC 401(k) Plan & Trust · $328M · 2,218 · 96th

  • RANK $328M
  • RANK 2,218
  • RANK 96th
  • RANK 401(k)
  • RANK near O.C. Tanner Retirement & Savings Plan
  • RANK ind #19787

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, Riggs & Ingram, LLC 401(k) Plan & Trust in the asset neighbourhood

Innova Solutions, Inc. Retirement Savings PlanInnova Solutions, Inc. Retir…$329MCarr, Riggs & Ingram, LLC 401(k) Plan & TrustCarr, Riggs & Ingram, LLC 40…$328MO.C. Tanner Retirement & Savings PlanO.C. Tanner Retirement & Sav…$328MMedia News Group Retirement/Savings PlanMedia News Group Retirement/…$328MSpectrum Brands 401(k) Retirement Savings PlanSpectrum Brands 401(k) Retir…$328M
End-of-year total assets ($M) among Carr, Riggs & Ingram, LLC 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$271M
Net Assets (End of Year)$328M
Net Income$58M
Employer EIN721396621
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Carr, Riggs & Ingram, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$328M 21.257045286512493% vs 2022
2023 filing year
$260M$280M$300M$320M$340M 20222023 $271M $328M ▲ +21.3%
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 Scatter plot of 6 data points. -100000100002000030000 0123 Total assets ($B) Participants Carr, Riggs & Ingram, LLC 401(k) Plan & Trust, Total assets ($B): 0.328162952 · Participants: 2218Carr, Riggs & Ingram, LLC 401(k) Plan & TrustRegions 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, Riggs & Ingram, LLC 401(k) Plan & Trust vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Carr, Riggs & Ingram, LLC 401(k) Plan & Trust side-by-side with 3 peers →

Carr, Riggs & Ingram, LLC 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is O.C. Tanner Retirement & Savings Plan in UT ($328M); by covered participants it is Texas De Brazil Savings Plan in TX (2,218 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($328M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,218 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, 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).
Which 401(k) plans cover a similar participant headcount to Carr, Riggs & Ingram, LLC 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas De Brazil Savings Plan in TX (2,218 participants, $13M 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 721396621.

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.