Profit Sharing · DOL Form 5500 · 2024

Harris, Caddell and Shanks, P.C. Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
17
Participants Small participant base
56th
Percentile by assets National rank
$586,347
Avg per participant High balance/head
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Official DOL plan name: Harris, Caddell & Shanks, PC Profit Sharing Plan · Sponsored by Harris, Caddell and Shanks, P.C. · Alabama · Professional & Technical Services

$10M in assets, 17 participants

Harris, Caddell and Shanks, P.C.'s Harris, Caddell & Shanks, PC Profit Sharing Plan reported $10M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,877 in Professional & Technical Services (20,173 peers)

Harris, Caddell and Shanks, P.C. multi-year trail

Harris, Caddell and Shanks, P.C.'s plans moved +41.3% in assets from 2022 to 2024; this filing shows Harris, Caddell & Shanks, PC Profit Sharing Plan at $10M / 17 participants.

#10,877
in Professional & Technical Services (20,173 peers)
+16.7%
assets growth YoY

Harris, Caddell & Shanks, PC Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Harris, Caddell & Shanks, PC Profit Sharing Plan vs every filed plan by assets

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

$9,967,905 Top 44% higher than 56% 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

Harris, Caddell & Shanks, PC Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harris, Caddell & Shanks, PC Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Harris, Caddell & Shanks, PC Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Harris, Caddell & Shanks, PC Profit Sharing Plan reported participants rose from 15 in the plan year 2023 filing to 17 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 630657406 · Harris, Caddell and Shanks, P.C. PY 2024 · Profit Sharing

Harris, Caddell & Shanks, PC Profit Sharing Plan · $10M · 17 · 56th

  • VS-ST $10M
  • VS-ST 17
  • VS-ST 56th
  • VS-ST Profit Sharing
  • VS-ST near Grand Rapids Christian Schools 403(b) Tax Sheltered Annuity Plan
  • VS-ST ind #10877

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 →

Harris, Caddell & Shanks, PC Profit Sharing Plan in the asset neighbourhood

Flexospan Steel Buildings, Inc Profit Sharing PlanFlexospan Steel Buildings, I…$10MHarris, Caddell & Shanks, PC Profit Sharing PlanHarris, Caddell & Shanks, PC…$10MGrand Rapids Christian Schools 403(b) Tax Sheltered Annuity PlanGrand Rapids Christian Schoo…$10MKenneth Rodrigues & Partners, Inc. Profit Sharing PlanKenneth Rodrigues & Partners…$10MGeorge W. Auch Company Defined Contribution Pension PlanGeorge W. Auch Company Defin…$10M
End-of-year total assets ($M) among Harris, Caddell & Shanks, PC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Harris, Caddell and Shanks, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Harris, Caddell and Shanks, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 41.25155912428867% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.06M $9.97M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 15 $7M
2023 1 15 $9M
2024 1 17 $10M

Harris, Caddell and Shanks, P.C. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN630657406
Plan Effective Date1974-01-15
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Alabama

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Harris, Caddell & Shanks, PC Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 0102030405060 Total assets ($M) Participants Harris, Caddell & Shanks, PC Profit Sharing Plan, Total assets ($M): 9.967905 · Participants: 17Harris, Caddell & Shanks, PC Profit Sharing PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 48.988463 · Participants: 2217The Health Care Authority for Baptist Health Matching Dollar PlanEwtn 403(b) Retirement Savings Plan, Total assets ($M): 40.769673 · Participants: 468Ewtn 403(b) Retirement Savings PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 34.666809 · Participants: 40Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 27.607066 · Participants: 16Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 27.311595 · Participants: 401Auto Investment, Inc. 401(k) Plan
Harris, Caddell & Shanks, PC Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Harris, Caddell & Shanks, PC Profit Sharing Plan side-by-side with 3 peers →

Harris, Caddell & Shanks, PC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is Grand Rapids Christian Schools 403(b) Tax Sheltered Annuity Plan in MI ($10M); by covered participants it is Bgo's Ventures Inc. Retirement Plan in PA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Harris, Caddell & Shanks, PC Profit Sharing Plan assets move in 2024? ▼
Harris, Caddell & Shanks, PC Profit Sharing Plan grew sharply - up 16.7% during 2024, from $9M to $10M. Reported net income was $1M.
How have Harris, Caddell and Shanks, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harris, Caddell and Shanks, P.C.'s sponsor-wide assets grew 41.3%, from $7M to $10M.
Which Profit Sharing plans are similar in size to Harris, Caddell & Shanks, PC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Grand Rapids Christian Schools 403(b) Tax Sheltered Annuity Plan in MI ($10M, 215 participants).
Which Profit Sharing plans cover a similar participant headcount to Harris, Caddell & Shanks, PC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Bgo's Ventures Inc. Retirement Plan in PA (17 participants, $265K 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 630657406.

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.