401(k) · DOL Form 5500 · 2022

Carruth Capital, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
51
Participants Small participant base
73rd
Percentile by assets National rank
$297,104
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carruth Capital LLC 401(k) Plan · Sponsored by Carruth Capital, LLC · Massachusetts · Real Estate

$15M in assets, 51 participants

Carruth Capital, LLC's Carruth Capital LLC 401(k) Plan reported $15M in total assets and 51 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,350 in Real Estate (5,057 peers)

Carruth Capital, LLC multi-year trail

Carruth Capital, LLC's plans moved +48.5% in assets from 2022 to 2024; this filing shows Carruth Capital LLC 401(k) Plan at $15M / 51 participants.

#4,350
in Real Estate (5,057 peers)
-21.5%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carruth Capital LLC 401(k) Plan's outsized position by total assets

Carruth Capital LLC 401(k) Plan vs every filed plan by assets

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

$15,152,284 Top 27% higher than 73% 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

Carruth Capital LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carruth Capital LLC 401(k) Plan is a small filing (51 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 043397577 · Carruth Capital, LLC PY 2022 · 401(k)

Carruth Capital LLC 401(k) Plan · $15M · 51 · 73rd

  • SCH $15M
  • SCH 51
  • SCH 73rd
  • SCH 401(k)
  • SCH near Campus Apartments LLC 401(k) Profit Sharing Plan and Trust
  • SCH ind #4350

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 Real Estate retirement plans → · Plans in Massachusetts →

Carruth Capital LLC 401(k) Plan in the asset neighbourhood

Carruth Capital LLC 401(k) PlanCarruth Capital LLC 401(k) P…$15MCampus Apartments LLC 401(k) Profit Sharing Plan and TrustCampus Apartments LLC 401(k)…$15MAstreya Partners, LLC 401(k) Profit Sharing Plan & TrustAstreya Partners, LLC 401(k)…$15MThe Berlin Steel Construction Company Employees' Savings PlanThe Berlin Steel Constructio…$15MPeoples First Properties Retirement Savings PlanPeoples First Properties Ret…$15M
End-of-year total assets ($M) among Carruth Capital LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Carruth Capital, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Carruth Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 48.45998134670654% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.2M $22.5M ▲ +48.5%
Year Plans Participants Total Assets
2022 1 51 $15M
2023 1 52 $19M
2024 1 50 $22M

Carruth Capital, LLC filing trail (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$15M
Net Income-$4M
Employer EIN043397577
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Carruth Capital LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Carruth Capital LLC 401(k) Plan, Total assets ($B): 0.015152284 · Participants: 51Carruth Capital LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Carruth Capital LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Carruth Capital LLC 401(k) Plan side-by-side with 3 peers →

Carruth Capital LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Campus Apartments LLC 401(k) Profit Sharing Plan and Trust in PA ($15M); by covered participants it is Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust in OR (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Carruth Capital LLC 401(k) Plan assets move in 2022? ▼
Carruth Capital LLC 401(k) Plan declined sharply - down 21.5% during 2022, from $19M to $15M. Reported net income was -$4M.
How have Carruth Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carruth Capital, LLC's sponsor-wide assets grew 48.5%, from $15M to $22M.
Which 401(k) plans are similar in size to Carruth Capital LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Campus Apartments LLC 401(k) Profit Sharing Plan and Trust in PA ($15M, 333 participants).
Which 401(k) plans cover a similar participant headcount to Carruth Capital LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust in OR (51 participants, $11M 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 043397577.

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.