401(k) · DOL Form 5500 · 2024
Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 67
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $771,391
- Avg per participant High balance/head
Official DOL plan name: Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust · Sponsored by Carrington, Coleman, Sloman & Blumenthal, LLP · Texas · Professional & Technical Services
$52M in assets, 67 participants
Carrington, Coleman, Sloman & Blumenthal, LLP's Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust reported $52M in total assets and 67 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #17,216 in Professional & Technical Services (20,173 peers)
Where Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust sits by assets
Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust sits in the top quartile of all filed plans by assets, $52M for 67 participants (~$771,391/participant), down 2.3% in 2024.
- #17,216
- in Professional & Technical Services (20,173 peers)
- -2.3%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust's outsized position by total assets
Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$51,683,200 Top 15% higher than 85% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust is a small filing (67 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust reported net income fell from $459K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust reported participants rose from 65 in the plan year 2023 filing to 67 in the plan year 2024 filing.
- Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust end-of-year assets fell from $53M in the plan year 2023 filing to $52M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 751315313 · Carrington, Coleman, Sloman & Blumenthal, LLP PY 2024 · 401(k)
Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust · $52M · 67 · 85th
- BOY $52M
- BOY 67
- BOY 85th
- BOY 401(k)
- BOY near Datacor, Inc. 401(k) Plan
- BOY ind #17216
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 Texas →
Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | -$2M |
| Employer EIN | 751315313 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carrington, Coleman, Sloman & Blumenthal, LLP)
Sponsor-wide plan assets over time
All Carrington, Coleman, Sloman & Blumenthal, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $57M 2.0794030978971807% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 89 | $55M |
| 2023 | 2 | 98 | $57M |
| 2024 | 2 | 101 | $57M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Savings & Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Datacor, Inc. 401(k) Plan in NJ ($52M); by covered participants it is Heidler Roofing Services, Inc 401(k) Profit Sharing Plan in PA (67 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
- Datacor, Inc. 401(k) Plan (NJ) $52M · 253
- Engage2excel Inc. 401(k) Profit Sharing Plan (NC) $52M · 302
- The Retirement and Savings Plan (CA) $52M · 170
- Orrstown Bank 401(k) Plan (PA) $52M · 429
Similar participant headcount
Nearest other-state filings by covered participants (67 participants); 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.