401(k) · DOL Form 5500 · 2022

Carretta USA Inc 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
45th
Percentile by assets National rank
$939,496
Avg per participant High balance/head
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Official DOL plan name: Carretta USA Employees Profit Sharing & 401(k) Plan · Sponsored by Carretta USA Inc · New Jersey · Wholesale Trade

$4M in assets, 4 participants

Carretta USA Inc's Carretta USA Employees Profit Sharing & 401(k) Plan reported $4M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,198 in Wholesale Trade (6,843 peers)

Carretta USA Inc multi-year trail

Carretta USA Inc's plans moved +14.0% in assets from 2022 to 2023; this filing shows Carretta USA Employees Profit Sharing & 401(k) Plan at $4M / 4 participants.

#2,198
in Wholesale Trade (6,843 peers)
-19.0%
assets change YoY

The plan reported a net loss of $883K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carretta USA Employees Profit Sharing & 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Carretta USA Employees Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$3,757,985 45th percentile higher than 45% 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

Carretta USA Employees Profit Sharing & 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. Carretta USA Employees Profit Sharing & 401(k) Plan is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 223833912 · Carretta USA Inc PY 2022 · 401(k)

Carretta USA Employees Profit Sharing & 401(k) Plan · $4M · 4 · 45th

  • PHOTO $4M
  • PHOTO 4
  • PHOTO 45th
  • PHOTO 401(k)
  • PHOTO near Kubat 401(k) Plan
  • PHOTO ind #2198

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 Wholesale Trade retirement plans → · Plans in New Jersey →

Carretta USA Employees Profit Sharing & 401(k) Plan in the asset neighbourhood

Carretta USA Employees Profit Sharing & 401(k) PlanCarretta USA Employees Profi…$4MKubat 401(k) Plan$4MFotronic Corporation 401(k) PlanFotronic Corporation 401(k) …$4MFayette Parts Service Inc 401(k) Profit Sharing Plan & TrustFayette Parts Service Inc 40…$4MBda Sports Management, LLC 401(k) Profit Sharing PlanBda Sports Management, LLC 4…$4M
End-of-year total assets ($M) among Carretta USA Employees Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Carretta USA Inc multi-year asset trail

Sponsor-wide plan assets over time

All Carretta USA Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 14.01996016482237% vs 2022
2023 filing year
$3.6M$3.8M$4M$4.2M$4.4M 20222023 $3.76M $4.28M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 4 $4M
2023 1 4 $4M

Carretta USA Inc filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$883K
Employer EIN223833912
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Carretta USA Employees Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Carretta USA Employees Profit Sharing & 401(k) Plan, Total assets ($B): 0.003757985 · Participants: 4Carretta USA Employees Profit Sharing & 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Carretta USA Employees Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Carretta USA Employees Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Carretta USA Employees Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Kubat 401(k) Plan in NE ($4M); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Carretta USA Employees Profit Sharing & 401(k) Plan assets move in 2022? ▼
Carretta USA Employees Profit Sharing & 401(k) Plan declined sharply - down 19.0% during 2022, from $5M to $4M. Reported net income was -$883K.
How have Carretta USA Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Carretta USA Inc's sponsor-wide assets grew 14.0%, from $4M to $4M.
Which 401(k) plans are similar in size to Carretta USA Employees Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kubat 401(k) Plan in NE ($4M, 170 participants).
Which 401(k) plans cover a similar participant headcount to Carretta USA Employees Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants, N/A 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 223833912.

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.