401(k) · DOL Form 5500 · 2022

Carroll Capital Inc. 401(k) Plan

Data updated 2026-08-25

$25K
Total assets Small plan by assets
1
Participants Small participant base
2nd
Percentile by assets National rank
$24,665
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Carroll Capital Inc. 401(k) Plan · Sponsored by Carroll Capital Inc. · California · Retail Trade

$25K in assets, 1 participants

Carroll Capital Inc.'s Carroll Capital Inc. 401(k) Plan reported $25K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 2nd 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.

  • #274 in Retail Trade (9,519 peers)

2022 asset change

Carroll Capital Inc. 401(k) Plan declined sharply 20.8% in 2022 ($31K → $25K) for 1 participant.

#274
in Retail Trade (9,519 peers)
-20.8%
assets change YoY

The plan reported a net loss of $6K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carroll Capital Inc. 401(k) Plan among the smaller filed plans by assets

Carroll Capital Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$24,665 2nd percentile higher than 2% of 139,123 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 2022

Carroll Capital Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carroll Capital Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 832048475 · Carroll Capital Inc. PY 2022 · 401(k)

Carroll Capital Inc. 401(k) Plan · $25K · 1 · 2nd

  • PART $25K
  • PART 1
  • PART 2nd
  • PART 401(k)
  • PART near Spin-Off Termination Plan for National Vinyl Products
  • PART ind #274

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 Retail Trade retirement plans → · Plans in California →

Carroll Capital Inc. 401(k) Plan in the asset neighbourhood

Carroll Capital Inc. 401(k) PlanCarroll Capital Inc. 401(k) …$25KSpin-Off Termination Plan for National Vinyl ProductsSpin-Off Termination Plan fo…$25KM & Grace's Enterprises Corp. 401(k) PlanM & Grace's Enterprises Corp…$25KChambers Family Real Estate, Inc. 401(k) PlanChambers Family Real Estate,…$25KMotown Restaurants 401(k) PlanMotown Restaurants 401(k) Pl…$25K
End-of-year total assets ($M) among Carroll Capital Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$31K
Net Assets (End of Year)$25K
Net Income-$6K
Employer EIN832048475
Plan Effective Date2018-09-26
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Carroll Capital Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Carroll Capital Inc. 401(k) Plan, Total assets ($B): 0.000024665 · Participants: 1Carroll Capital Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Carroll Capital Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Carroll Capital Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Spin-Off Termination Plan for National Vinyl Products in UT ($25K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carroll Capital Inc. 401(k) Plan assets move in 2022?
Carroll Capital Inc. 401(k) Plan declined sharply - down 20.8% during 2022, from $31K to $25K. Reported net income was -$6K.
Where does Carroll Capital Inc. 401(k) Plan rank by assets among Form 5500 filers?
Carroll Capital Inc. 401(k) Plan ranks in the 2nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Carroll Capital Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Spin-Off Termination Plan for National Vinyl Products in UT ($25K, 134 participants).
Which 401(k) plans cover a similar participant headcount to Carroll Capital Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).