401(k) · DOL Form 5500 · 2024

Cory Watson, P.C. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
94
Participants Small participant base
76th
Percentile by assets National rank
$290,501
Avg per participant High balance/head
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Official DOL plan name: Cory Watson, P.C. 401(k) Profit Sharing Plan · Sponsored by Cory Watson, P.C. · Alabama · Professional & Technical Services

$27M in assets, 94 participants

Cory Watson, P.C.'s Cory Watson, P.C. 401(k) Profit Sharing Plan reported $27M in total assets and 94 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,285 in Professional & Technical Services (20,173 peers)

Where Cory Watson, P.C. 401(k) Profit Sharing Plan sits by assets

Cory Watson, P.C. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $27M for 94 participants (~$290,501/participant), up 20.9% in 2024.

#15,285
in Professional & Technical Services (20,173 peers)
+20.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Cory Watson, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Cory Watson, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$27,307,084 Top 24% higher than 76% 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

Cory Watson, P.C. 401(k) 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. Cory Watson, P.C. 401(k) Profit Sharing Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cory Watson, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Cory Watson, P.C. 401(k) Profit Sharing Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Cory Watson, P.C. 401(k) Profit Sharing Plan reported participants fell from 100 in the plan year 2023 filing to 94 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 631142944 · Cory Watson, P.C. PY 2024 · 401(k)

Cory Watson, P.C. 401(k) Profit Sharing Plan · $27M · 94 · 76th

  • BOY $27M
  • SCH 94
  • EBSA 76th
  • PART 401(k)
  • TYPE near Giffels-Webster Engineers, Inc. Employees' 401(k) Plan and Trust
  • NET ind #15285

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 →

Cory Watson, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Cory Watson, P.C. 401(k) Profit Sharing PlanCory Watson, P.C. 401(k) Pro…$27MGiffels-Webster Engineers, Inc. Employees' 401(k) Plan and TrustGiffels-Webster Engineers, I…$27MHolt Construction Corp, Retirement Savings PlanHolt Construction Corp, Reti…$27MInnovation Associates 401(k)$27MOliver Marketing 401(k) Plan$27M
End-of-year total assets ($M) among Cory Watson, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN631142944
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cory Watson, P.C.)

Sponsor-wide plan assets over time

All Cory Watson, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 46.56184792200768% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.6M $27.3M ▲ +46.6%
Year Plans Participants Total Assets
2022 1 86 $19M
2023 1 100 $23M
2024 1 94 $27M

Nearby 401(k) Plans in Alabama

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

Cory Watson, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Cory Watson, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.027307084 · Participants: 94Cory Watson, P.C. 401(k) 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
Cory Watson, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Cory Watson, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Cory Watson, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Giffels-Webster Engineers, Inc. Employees' 401(k) Plan and Trust in MI ($27M); by covered participants it is Premier Forge Group Retirment Plan in IN (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Cory Watson, P.C. 401(k) Profit Sharing Plan assets move in 2024? ▼
Cory Watson, P.C. 401(k) Profit Sharing Plan grew sharply - up 20.9% during 2024, from $23M to $27M. Reported net income was $5M.
How have Cory Watson, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cory Watson, P.C.'s sponsor-wide assets grew 46.6%, from $19M to $27M.
Where does Cory Watson, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Cory Watson, P.C. 401(k) Profit Sharing Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cory Watson, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Giffels-Webster Engineers, Inc. Employees' 401(k) Plan and Trust in MI ($27M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Cory Watson, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premier Forge Group Retirment Plan in IN (94 participants, $3M 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 631142944.

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.