401(k) · DOL Form 5500 · 2024
Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 34
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $144,412
- Avg per participant Above avg balance/head
Official DOL plan name: Carrington, Coleman, Sloman & Blumenthal, LLP Associates 401(k) Savings & Retirement Plan and Trust · Sponsored by Carrington, Coleman, Sloman & Blumenthal, LLP · Texas · Professional & Technical Services
$5M in assets, 34 participants
Carrington, Coleman, Sloman & Blumenthal, LLP's Carrington, Coleman, Sloman & Blumenthal, LLP Associates 401(k) Savings & Retirement Plan and Trust reported $5M in total assets and 34 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,893 in Professional & Technical Services (20,173 peers)
2024 asset change
Carrington, Coleman, Sloman & Blumenthal, LLP Associates 401(k) Savings & Retirement Plan and Trust grew at a solid clip 13.0% in 2024 ($4M → $5M) for 34 participants.
- #7,893
- in Professional & Technical Services (20,173 peers)
- +13.0%
- assets growth YoY
Carrington, Coleman, Sloman & Blumenthal, LLP Associates 401(k) Savings & Retirement Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Carrington, Coleman, Sloman & Blumenthal, LLP Associates 401(k) Savings & Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,910,010 42nd percentile higher than 42% 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 Associates 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 Associates 401(k) Savings & Retirement Plan and Trust is a small filing (34 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carrington, Coleman, Sloman & Blumenthal, LLP Associates 401(k) Savings & Retirement Plan and Trust reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Carrington, Coleman, Sloman & Blumenthal, LLP Associates 401(k) Savings & Retirement Plan and Trust end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Carrington, Coleman, Sloman & Blumenthal, LLP Associates 401(k) Savings & Retirement Plan and Trust reported participants rose from 33 in the plan year 2023 filing to 34 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 751315313 · Carrington, Coleman, Sloman & Blumenthal, LLP PY 2024 · 401(k)
Carrington, Coleman, Sloman & Blumenthal, LLP Associates 401(k) Savings & Retirement Plan and Trust · $5M · 34 · 42nd
- VS-ST $5M
- VS-ST 34
- VS-ST 42nd
- VS-ST 401(k)
- VS-ST near Mikuni Restaurant Group, Inc. 401(k) Plan
- VS-ST ind #7893
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 Associates 401(k) Savings & Retirement Plan and Trust in the asset neighbourhood
Carrington, Coleman, Sloman & Blumenthal, LLP years around the 2024 move
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 |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $2M |
| Employer EIN | 751315313 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
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 Associates 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 Mikuni Restaurant Group, Inc. 401(k) Plan in CA ($5M); by covered participants it is Therapy Rehabilitation Services, Inc.-Education 401(k) Plan in AZ (34 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Mikuni Restaurant Group, Inc. 401(k) Plan (CA) $5M · 524
- Magna Associates, Inc. 401(k) Plan (FL) $5M · 102
- Sunny Slope Water Company 401(k) Plan (CA) $5M · 12
- Catalina Paints 401(k) P/S Plan (CA) $5M · 109
Similar participant headcount
Nearest other-state filings by covered participants (34 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.