401(k) · DOL Form 5500 · 2024

Warren Averett Companies, LLC 401(k) Plan

Data updated 2026-08-11

$196M
Total assets
729
Participants
94th
Percentile by assets
$268,680
Avg per participant
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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.

  • 94th percentile by assets (of 123,622 plans)
  • #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.

$196M
total plan assets (2024 EOY)
729
covered participants
94th
percentile by assets (of 123,622 plans)
$268,680
avg assets per participant

Where Warren Averett Companies, LLC Profit Sharing Plan sits 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 $2,010,000,000 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

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 →

State
Alabama
Industry
Professional & Technical Services

Participants vs Alabama filers

In Alabama, the average filing covers about 360 participants across 1,591 plans. Warren Averett Companies, LLC Profit Sharing Plan reports 729 participants - 2.0x that state average ($196M EOY assets).

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)

$140M$160M$180M$200M$220M 202220232024 $148M $196M ▲ +32.6%
Total plan assets by year, all Warren Averett Companies, LLC plans on file
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 ($B) Participants Warren Averett Compa…, Total assets ($B): 0.195867875 · Participants: 729Warren Averett Compa…Regions Financial Co…, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Co…Encompass Health Cor…, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Cor…Hexagon Employee Ret…, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Ret…Vulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. I…, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. I…
Warren Averett Companies, LLC Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Warren Averett Companies, LLC Profit Sha… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Warren Averett Companies, LLC Profit Sharing Plan by total assets, not by location.

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).

Next read for Warren Averett Companies, LLC Profit Sha…

Filing takeaways

Ways to act on Warren Averett Companies, LLC Profit Sharing Plan's numbers.

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.