401(k) · DOL Form 5500 · 2022

Carey Rodriguez LLP 401(k) Plan

Data updated 2026-08-25

$137K
Total assets Small plan by assets
9
Participants Small participant base
8th
Percentile by assets National rank
$15,236
Avg per participant Low balance/head
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Official DOL plan name: Carey Rodriguez LLP 401(k) Profit Sharing Plan & Trust · Sponsored by Carey Rodriguez LLP · Florida · Professional & Technical Services

$137K in assets, 9 participants

Carey Rodriguez LLP's Carey Rodriguez LLP 401(k) Profit Sharing Plan & Trust reported $137K in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,465 in Professional & Technical Services (21,562 peers)

Carey Rodriguez LLP multi-year trail

Carey Rodriguez LLP's plans moved +85.7% in assets from 2022 to 2024; this filing shows Carey Rodriguez LLP 401(k) Profit Sharing Plan & Trust at $137K / 9 participants.

#1,465
in Professional & Technical Services (21,562 peers)
-30.0%
assets change YoY

The plan reported a net loss of $59K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carey Rodriguez LLP 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Carey Rodriguez LLP 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$137,126 8th percentile higher than 8% 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

Carey Rodriguez LLP 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carey Rodriguez LLP 401(k) Profit Sharing Plan & Trust is a micro filing (9 participants), the leftmost band.

DOL schedule card

Filing strip 204755783 · Carey Rodriguez LLP PY 2022 · 401(k)

Carey Rodriguez LLP 401(k) Profit Sharing Plan & Trust · $137K · 9 · 8th

  • PART $137K
  • PART 9
  • PART 8th
  • PART 401(k)
  • PART near True North Investments, Inc. 401(k) Profit Sharing Plan
  • PART ind #1465

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 Florida →

Carey Rodriguez LLP 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Carey Rodriguez LLP 401(k) Profit Sharing Plan & TrustCarey Rodriguez LLP 401(k) P…$137KTrue North Investments, Inc. 401(k) Profit Sharing PlanTrue North Investments, Inc.…$137KLeblanc Investment Strategies, Inc. 401(k) Profit Sharing PlanLeblanc Investment Strategie…$137KMontgomery Woodwrights, Inc. 401(k) PlanMontgomery Woodwrights, Inc.…$137KBest Life Advocates, Inc. 401(k) PlanBest Life Advocates, Inc. 40…$137K
End-of-year total assets ($M) among Carey Rodriguez LLP 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Carey Rodriguez LLP multi-year asset trail

Sponsor-wide plan assets over time

All Carey Rodriguez LLP plans reported in each filing year

Latest sponsor-wide plan assets
$255K 85.72262007205053% vs 2022
2024 filing year
$0.1M$0.15M$0.2M$0.25M$0.3M 202220232024 $0.14M $0.25M ▲ +78.6%
Year Plans Participants Total Assets
2022 1 9 $137K
2023 1 7 $255K
2024 1 6 $255K

Carey Rodriguez LLP filing trail (2022)

Total Assets (Beginning of Year)$196K
Net Assets (End of Year)$137K
Net Income-$59K
Employer EIN204755783
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Carey Rodriguez LLP 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Carey Rodriguez LLP 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000137126 · Participants: 9Carey Rodriguez LLP 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Carey Rodriguez LLP 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Carey Rodriguez LLP 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Carey Rodriguez LLP 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is True North Investments, Inc. 401(k) Profit Sharing Plan in KS ($137K); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); 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 Carey Rodriguez LLP 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Carey Rodriguez LLP 401(k) Profit Sharing Plan & Trust declined sharply - down 30.0% during 2022, from $196K to $137K. Reported net income was -$59K.
How have Carey Rodriguez LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carey Rodriguez LLP's sponsor-wide assets grew 85.7%, from $137K to $255K.
Where does Carey Rodriguez LLP 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Carey Rodriguez LLP 401(k) Profit Sharing Plan & Trust ranks in the 8th 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 Carey Rodriguez LLP 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is True North Investments, Inc. 401(k) Profit Sharing Plan in KS ($137K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Carey Rodriguez LLP 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 204755783.

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.