Profit Sharing · DOL Form 5500 · 2024

Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
7
Participants Small participant base
42nd
Percentile by assets National rank
$710,343
Avg per participant High balance/head
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Official DOL plan name: Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan · Sponsored by Riley, Caldwell, Cork & Alvis, P.a. · Mississippi · Professional & Technical Services

$5M in assets, 7 participants

Riley, Caldwell, Cork & Alvis, P.a.'s Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan reported $5M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,930 in Professional & Technical Services (20,173 peers)

Riley, Caldwell, Cork & Alvis, P.a. multi-year trail

Riley, Caldwell, Cork & Alvis, P.a.'s plans moved +29.5% in assets from 2022 to 2024; this filing shows Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan at $5M / 7 participants.

#7,930
in Professional & Technical Services (20,173 peers)
+10.9%
assets growth YoY

Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan vs every filed plan by assets

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

$4,972,399 42nd percentile higher than 42% 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

Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing 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. Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan reported net income fell from $641K in the plan year 2023 filing to $490K in the plan year 2024 filing.
  • Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 640789407 · Riley, Caldwell, Cork & Alvis, P.a. PY 2024 · Profit Sharing

Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan · $5M · 7 · 42nd

  • EOY $5M
  • EOY 7
  • EOY 42nd
  • EOY Profit Sharing
  • EOY near Dundee Castings Co. Employees' Profit Sharing Plan
  • EOY ind #7930

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 Mississippi →

Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan in the asset neighbourhood

Profit Sharing Plan of Lebovic, Schwimer & GoldbergProfit Sharing Plan of Lebov…$5MRiley, Caldwell, Cork & Alvis, P.a. Profit Sharing PlanRiley, Caldwell, Cork & Alvi…$5MDundee Castings Co. Employees' Profit Sharing PlanDundee Castings Co. Employee…$5MGroup H Capital Corporation Profit Sharing Plan and TrustGroup H Capital Corporation …$5MDr. Raymond Cavaliere Profit Sharing PlanDr. Raymond Cavaliere Profit…$5M
End-of-year total assets ($M) among Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Riley, Caldwell, Cork & Alvis, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Riley, Caldwell, Cork & Alvis, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 29.461979192974% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.84M $4.97M ▲ +29.4%
Year Plans Participants Total Assets
2022 1 7 $4M
2023 1 7 $4M
2024 1 7 $5M

Riley, Caldwell, Cork & Alvis, P.a. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$490K
Employer EIN640789407
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Mississippi

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

Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan vs. nearby Profit Sharing plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400 Total assets ($M) Participants Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan, Total assets ($M): 4.972399 · Participants: 7Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing PlanNorth Mississippi Health Services, Inc. Employer Savings Plan, Total assets ($M): 361.804686 · Participants: 7188North Mississippi Health Services, Inc. Employer Savings PlanAnderson Regional Medical Center Retirement Savings Plan, Total assets ($M): 33.75209 · Participants: 1645Anderson Regional Medical Center Retirement Savings PlanBelhaven University 403(b) Plan, Total assets ($M): 30.122515 · Participants: 351Belhaven University 403(b) PlanInstitute of Community Services, Inc. Retirement Plan, Total assets ($M): 21.838964 · Participants: 765Institute of Community Services, Inc. Retirement PlanRadiology Associates of Oxford, P.a. Retirement Plan, Total assets ($M): 17.754807 · Participants: 6Radiology Associates of Oxford, P.a. Retirement Plan
Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan vs. nearby Profit Sharing plans in Mississippi, assets vs. participants
Compare Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan side-by-side with 3 peers →

Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Mississippi, the nearest Profit Sharing by assets is Dundee Castings Co. Employees' Profit Sharing Plan in MI ($5M); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan assets move in 2024? ▼
Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan grew at a solid clip - up 10.9% during 2024, from $4M to $5M. Reported net income was $490K.
How have Riley, Caldwell, Cork & Alvis, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Riley, Caldwell, Cork & Alvis, P.a.'s sponsor-wide assets grew 29.5%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dundee Castings Co. Employees' Profit Sharing Plan in MI ($5M, 67 participants).
Which Profit Sharing plans cover a similar participant headcount to Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is A&a Outdoors Inc. Retirement Plan in TN (7 participants, $199K 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 640789407.

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.