401(k) · DOL Form 5500 · 2024

Warren Averett Companies, LLC 401(k) Plan

Data updated 2026-08-25

$196M
Total assets Near avg plan size
729
Participants Near avg headcount
94th
Percentile by assets National rank
$268,680
Avg per participant High balance/head
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Official DOL plan name: Warren Averett Companies, LLC Profit Sharing Plan · Sponsored by Warren Averett Companies, LLC · Alabama · Professional & Technical Services

$196M in assets, 729 participants

Warren Averett Companies, LLC's Warren Averett Companies, LLC Profit Sharing Plan reported $196M in total assets and 729 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,237 in Professional & Technical Services (20,173 peers)

Coverage in Alabama

Warren Averett Companies, LLC Profit Sharing Plan covers 729 participants in Alabama, 2.0x the typical Alabama plan (state average ~360 per filing). Assets: $196M.

#19,237
in Professional & Technical Services (20,173 peers)
+11.0%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Warren Averett Companies, LLC Profit Sharing Plan's outsized position by total assets

Warren Averett Companies, LLC Profit Sharing Plan vs every filed plan by assets

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

$195,867,875 Top 6% higher than 94% 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

Warren Averett Companies, LLC Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Warren Averett Companies, LLC Profit Sharing Plan sits mid-pack in the medium band (729 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Warren Averett Companies, LLC Profit Sharing Plan reported net income fell from $29M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Warren Averett Companies, LLC Profit Sharing Plan end-of-year assets rose from $177M in the plan year 2023 filing to $196M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 454084397 · Warren Averett Companies, LLC PY 2024 · 401(k)

Warren Averett Companies, LLC Profit Sharing Plan · $196M · 729 · 94th

  • SCH $196M
  • SCH 729
  • SCH 94th
  • SCH 401(k)
  • SCH near Cornerstone Ondemand Inc. 401(k) Profit Sharing Plan
  • SCH ind #19237

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 →

Warren Averett Companies, LLC Profit Sharing Plan in the asset neighbourhood

Suncoke 401(k) Plan$196MThe Emmes Company, LLC Retirement PlanThe Emmes Company, LLC Retir…$196MWarren Averett Companies, LLC Profit Sharing PlanWarren Averett Companies, LL…$196MCornerstone Ondemand Inc. 401(k) Profit Sharing PlanCornerstone Ondemand Inc. 40…$196MChobani Global Holdings, LLC 401(k) Profit Sharing Plan & TrustChobani Global Holdings, LLC…$196M
End-of-year total assets ($M) among Warren Averett Companies, LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)$177M
Net Assets (End of Year)$196M
Net Income$19M
Employer EIN454084397
Plan Effective Date2012-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Warren Averett Companies, LLC)

Sponsor-wide plan assets over time

All Warren Averett Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$196M 32.63971968786211% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $148M $196M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 726 $148M
2023 1 722 $177M
2024 1 729 $196M

Nearby 401(k) Plans in Alabama

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

Warren Averett Companies, LLC Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 01234 Total assets ($B) Participants Warren Averett Companies, LLC Profit Sharing Plan, Total assets ($B): 0.195867875 · Participants: 729Warren Averett Companies, LLC Profit Sharing 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
Warren Averett Companies, LLC Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Warren Averett Companies, LLC Profit Sharing Plan side-by-side with 3 peers →

Warren Averett Companies, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Cornerstone Ondemand Inc. 401(k) Profit Sharing Plan in CA ($196M); by covered participants it is Alerus Financial Corporation Safe Harbor 401(k) Plan in ND (729 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($196M here).

Similar participant headcount

Nearest other-state filings by covered participants (729 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.

Frequently Asked Questions

How did Warren Averett Companies, LLC Profit Sharing Plan assets move in 2024? ▼
Warren Averett Companies, LLC Profit Sharing Plan grew at a solid clip - up 11.0% during 2024, from $177M to $196M. Reported net income was $19M.
How have Warren Averett Companies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Warren Averett Companies, LLC's sponsor-wide assets grew 32.6%, from $148M to $196M.
Where does Warren Averett Companies, LLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Warren Averett Companies, LLC Profit Sharing Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Warren Averett Companies, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cornerstone Ondemand Inc. 401(k) Profit Sharing Plan in CA ($196M, 1,226 participants).
Which 401(k) plans cover a similar participant headcount to Warren Averett Companies, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alerus Financial Corporation Safe Harbor 401(k) Plan in ND (729 participants, $192M 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 454084397.

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.