Defined Benefit (Pension) · DOL Form 5500 · 2024
Carr, Allison, Oliver & Sisson, PC Pension Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 139
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $98,490
- Avg per participant Below avg balance/head
Official DOL plan name: Carr Allison Cash Balance Plan · Sponsored by Carr, Allison, Oliver & Sisson, PC · Alabama · Professional & Technical Services
$14M in assets, 139 participants
Carr, Allison, Oliver & Sisson, PC's Carr Allison Cash Balance Plan reported $14M in total assets and 139 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #12,398 in Professional & Technical Services (20,173 peers)
Coverage in Alabama
Carr Allison Cash Balance Plan covers 139 participants in Alabama, about 39% of the average Alabama filer (state average ~360 per filing). Assets: $14M.
- #12,398
- in Professional & Technical Services (20,173 peers)
- -12.2%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carr Allison Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers
Carr Allison Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,690,173 Top 38% higher than 62% 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 Cash Balance 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 Cash Balance Plan sits mid-pack in the medium band (139 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carr Allison Cash Balance Plan reported net income fell from $2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Carr Allison Cash Balance Plan end-of-year assets fell from $16M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Carr Allison Cash Balance Plan reported participants rose from 124 in the plan year 2023 filing to 139 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 721351859 · Carr, Allison, Oliver & Sisson, PC PY 2024 · Defined Benefit (Pension)
Carr Allison Cash Balance Plan · $14M · 139 · 62nd
- TYPE $14M
- NET 139
- BOOK 62nd
- VS-ST Defined Benefit (Pension)
- BOY near Retirement Plan for Salaried Employees of New York City Ballet, Inc.
- SCH ind #12398
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 Cash Balance Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$2M |
| Employer EIN | 721351859 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carr, Allison, Oliver & Sisson, PC)
Sponsor-wide plan assets over time
All Carr, Allison, Oliver & Sisson, PC 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 Defined Benefit (Pension) Plans in Alabama
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation Retirement Plan $1.2B · 282
- Blue Cross and Blue Shield of Alabama Retirement Plan $712M · 1,955
- Regions Financial Corporation Retirement Plan for Associates $708M · 2,240
- Retail, Wholesale & Department Store International Union and Industry Pension Fund $619M · 1,556
- Vulcan Materials Company Pension Plan $471M · 740
Carr Allison Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Alabama, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Salaried Employees of New York City Ballet, Inc. in NY ($14M); by covered participants it is Hospital Central Services Cooperative, Inc. Pension Plan in PA (139 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Retirement Plan for Salaried Employees of New York City Ballet, Inc. (NY) $14M · 49
- Sbera Pension Plan as Adopted by Spencer Savings Bank (MA) $14M · 45
- Sbera Pension Plan as Adopted by Massachusetts Bankers Association (MA) $14M · 15
- Sheet Metal Workers Local 441 Supplemental Pension Plan (TN) $14M · 199
Similar participant headcount
Nearest other-state filings by covered participants (139 participants); asset peers above are excluded.
- Hospital Central Services Cooperative, Inc. Pension Plan (PA) 139 · 0 off
- Bekaert Corporation Retirement Income Plan (GA) 139 · 0 off
- Ineos Pigments USA Inc. Hourly Employees' Retirement Plan (MD) 139 · 0 off
- The Chart Pension Plan (GA) 139 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.