Profit Sharing · DOL Form 5500 · 2024

Warren, Kerr, Walston, Taylor & Sm Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
26th
Percentile by assets National rank
$484,044
Avg per participant High balance/head
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Official DOL plan name: Warren,Kerr,Walston,Taylor&smith LLP Retirement Plan · Sponsored by Warren, Kerr, Walston, Taylor & Sm · North Carolina · Professional & Technical Services

$1M in assets, 3 participants

Warren, Kerr, Walston, Taylor & Sm's Warren,Kerr,Walston,Taylor&smith LLP Retirement Plan reported $1M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,374 in Professional & Technical Services (20,173 peers)

Warren, Kerr, Walston, Taylor & Sm multi-year trail

Warren, Kerr, Walston, Taylor & Sm's plans moved -16.2% in assets from 2022 to 2024; this filing shows Warren,Kerr,Walston,Taylor&smith LLP Retirement Plan at $1M / 3 participants.

#4,374
in Professional & Technical Services (20,173 peers)
+19.9%
assets growth YoY

Warren,Kerr,Walston,Taylor&smith LLP Retirement Plan among the smaller filed plans by assets

Warren,Kerr,Walston,Taylor&smith LLP Retirement Plan vs every filed plan by assets

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

$1,452,132 26th percentile higher than 26% 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,Kerr,Walston,Taylor&smith LLP Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Warren,Kerr,Walston,Taylor&smith LLP Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Warren,Kerr,Walston,Taylor&smith LLP Retirement Plan reported net income rose from -$522K in the plan year 2023 filing to $241K in the plan year 2024 filing.
  • Warren,Kerr,Walston,Taylor&smith LLP Retirement Plan reported participants fell from 5 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Warren,Kerr,Walston,Taylor&smith LLP Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 560565160 · Warren, Kerr, Walston, Taylor & Sm PY 2024 · Profit Sharing

Warren,Kerr,Walston,Taylor&smith LLP Retirement Plan · $1M · 3 · 26th

  • ASSETS $1M
  • ASSETS 3
  • ASSETS 26th
  • ASSETS Profit Sharing
  • ASSETS near Smb International Prof Services Inc Profit Sharing Plan and Trust
  • ASSETS ind #4374

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 North Carolina →

Warren,Kerr,Walston,Taylor&smith LLP Retirement Plan in the asset neighbourhood

Warren,Kerr,Walston,Taylor&smith LLP Retirement PlanWarren,Kerr,Walston,Taylor&s…$1MSmb International Prof Services Inc Profit Sharing Plan and TrustSmb International Prof Servi…$1MMilovina Vineyards, Inc. Keough PlanMilovina Vineyards, Inc. Keo…$1MFisher Metals of Alaska, Inc. Retirement PlanFisher Metals of Alaska, Inc…$1MArnaldo I. Rosa Torrens Retirement PlanArnaldo I. Rosa Torrens Reti…$1M
End-of-year total assets ($M) among Warren,Kerr,Walston,Taylor&smith LLP Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Warren, Kerr, Walston, Taylor & Sm multi-year asset trail

Sponsor-wide plan assets over time

All Warren, Kerr, Walston, Taylor & Sm plans reported in each filing year

Latest sponsor-wide plan assets
$1M 16.230628651597243% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.73M $1.45M ▼ -16.2%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 5 $1M
2024 1 3 $1M

Warren, Kerr, Walston, Taylor & Sm filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$241K
Employer EIN560565160
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

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

Warren,Kerr,Walston,Taylor&smith LLP Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10123 Total assets ($B) Participants Warren,Kerr,Walston,Taylor&smith LLP Retirement Plan, Total assets ($B): 0.001452132 · Participants: 3Warren,Kerr,Walston,Taylor&smith LLP Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.543711307 · Participants: 38137Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.475076189 · Participants: 96794Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.121170094 · Participants: 5933Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.073097403 · Participants: 1336Baker & Taylor Retirement Savings PlanWhap PA Profit Sharing Plan, Total assets ($B): 0.049559221 · Participants: 0Whap PA Profit Sharing Plan
Warren,Kerr,Walston,Taylor&smith LLP Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Warren,Kerr,Walston,Taylor&smith LLP Retirement Plan side-by-side with 3 peers →

Warren,Kerr,Walston,Taylor&smith LLP Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Smb International Prof Services Inc Profit Sharing Plan and Trust in IL ($1M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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,Kerr,Walston,Taylor&smith LLP Retirement Plan assets move in 2024? ▼
Warren,Kerr,Walston,Taylor&smith LLP Retirement Plan grew sharply - up 19.9% during 2024, from $1M to $1M. Reported net income was $241K.
How have Warren, Kerr, Walston, Taylor & Sm plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Warren, Kerr, Walston, Taylor & Sm's sponsor-wide assets declined 16.2%, from $2M to $1M.
Which Profit Sharing plans are similar in size to Warren,Kerr,Walston,Taylor&smith LLP Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Smb International Prof Services Inc Profit Sharing Plan and Trust in IL ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Warren,Kerr,Walston,Taylor&smith LLP Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K 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 560565160.

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.