401(k) · DOL Form 5500 · 2024
Carr, Allison, Oliver & Sisson, P.C. 401(k) Plan
Data updated 2026-08-25
- $89M
- Total assets Below avg plan size
- 318
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $278,477
- Avg per participant High balance/head
Official DOL plan name: Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan · Sponsored by Carr, Allison, Oliver & Sisson, P.C. · Alabama · Professional & Technical Services
$89M in assets, 318 participants
Carr, Allison, Oliver & Sisson, P.C.'s Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan reported $89M in total assets and 318 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #18,274 in Professional & Technical Services (20,173 peers)
Where Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan sits by assets
Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $89M for 318 participants (~$278,477/participant), up 7.3% in 2024.
- #18,274
- in Professional & Technical Services (20,173 peers)
- +7.3%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan's outsized position by total assets
Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$88,555,652 Top 10% higher than 90% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Carr, Allison, Oliver & Sisson, PC 401(k) 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. Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan sits mid-pack in the medium band (318 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan reported net income fell from $14M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan reported participants rose from 206 in the plan year 2023 filing to 318 in the plan year 2024 filing.
- Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan end-of-year assets rose from $83M in the plan year 2023 filing to $89M in the plan year 2024 filing.
DOL schedule card
Filing strip 721351859 · Carr, Allison, Oliver & Sisson, P.C. PY 2024 · 401(k)
Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan · $89M · 318 · 90th
- RANK $89M
- PHOTO 318
- IND 90th
- EOY 401(k)
- 5500 near Ampco-Pittsburgh Corporation Retirement Savings Plan
- ASSETS ind #18274
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 →
Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $83M |
|---|---|
| Net Assets (End of Year) | $89M |
| Net Income | $6M |
| Employer EIN | 721351859 |
| Plan Effective Date | 1997-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carr, Allison, Oliver & Sisson, P.C.)
Sponsor-wide plan assets over time
All Carr, Allison, Oliver & Sisson, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $102M 25.200192261469724% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 327 | $82M |
| 2023 | 2 | 330 | $98M |
| 2024 | 2 | 457 | $102M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $3.2B · 20,783
- Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
- Hexagon Employee Retirement Savings Plan $1.7B · 4,638
- Vulcan 401(k) Plan $1.5B · 8,628
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167
Carr, Allison, Oliver & Sisson, PC 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 Ampco-Pittsburgh Corporation Retirement Savings Plan in PA ($89M); by covered participants it is Smartcontract 401(k) Plan in NY (318 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($89M here).
- Ampco-Pittsburgh Corporation Retirement Savings Plan (PA) $89M · 988
- Safariland, LLC 401(k) Retirement Plan (FL) $89M · 912
- Employee's Retirement Plan of Hella USA (MI) $89M · 691
- Richline Group, Inc. 401(k) Profit Sharing Plan (NY) $89M · 1,004
Similar participant headcount
Nearest other-state filings by covered participants (318 participants); asset peers above are excluded.
- Smartcontract 401(k) Plan (NY) 318 · 0 off
- Fst Technical Services 401(k) Plan (AZ) 318 · 0 off
- Jon M. Hall Company, LLC 401(k) Plan (FL) 318 · 0 off
- Shipley Energy 401(k) Retirement Plan (PA) 318 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.