401(k) · DOL Form 5500 · 2022

Carrollton Bank 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
302
Participants Below avg headcount
91st
Percentile by assets National rank
$243,393
Avg per participant Above avg balance/head
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Official DOL plan name: Carrollton Bank Employees 401(k) and Profit Sharing Plan · Sponsored by Carrollton Bank · Illinois · Finance & Insurance

$74M in assets, 302 participants

Carrollton Bank's Carrollton Bank Employees 401(k) and Profit Sharing Plan reported $74M in total assets and 302 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,902 in Finance & Insurance (9,261 peers)

Coverage in Illinois

Carrollton Bank Employees 401(k) and Profit Sharing Plan covers 302 participants in Illinois, about 39% of the average Illinois filer (state average ~779 per filing). Assets: $74M.

#7,902
in Finance & Insurance (9,261 peers)
-11.2%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carrollton Bank Employees 401(k) and Profit Sharing Plan's outsized position by total assets

Carrollton Bank Employees 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$73,504,657 Top 9% higher than 91% 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

Carrollton Bank Employees 401(k) and Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carrollton Bank Employees 401(k) and Profit Sharing Plan sits mid-pack in the medium band (302 participants).

DOL schedule card

Filing strip 370207180 · Carrollton Bank PY 2022 · 401(k)

Carrollton Bank Employees 401(k) and Profit Sharing Plan · $74M · 302 · 91st

  • SCH $74M
  • EBSA 302
  • PART 91st
  • TYPE 401(k)
  • NET near Ch Holdings, Inc. 401(k) Salary and Profit Sharing Plan
  • BOOK ind #7902

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 Finance & Insurance retirement plans → · Plans in Illinois →

Carrollton Bank Employees 401(k) and Profit Sharing Plan in the asset neighbourhood

Adventist Health 401(k) Plan$74MCarrollton Bank Employees 401(k) and Profit Sharing PlanCarrollton Bank Employees 40…$74MCh Holdings, Inc. 401(k) Salary and Profit Sharing PlanCh Holdings, Inc. 401(k) Sal…$73MBreezeline 401(k) Plan$73MSutherland Global Services, Inc. 401(k) PlanSutherland Global Services, …$73M
End-of-year total assets ($M) among Carrollton Bank Employees 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$73M
Net Income-$9M
Employer EIN370207180
Plan Effective Date1953-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carrollton Bank)

Sponsor-wide plan assets over time

All Carrollton Bank plans reported in each filing year

Latest sponsor-wide plan assets
$94M 28.1020330453348% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $73.5M $94.2M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 302 $74M
2023 1 302 $84M
2024 1 285 $94M

Nearby 401(k) Plans in Illinois

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

Carrollton Bank Employees 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Carrollton Bank Employees 401(k) and Profit Sharing Plan, Total assets ($B): 0.073504657 · Participants: 302Carrollton Bank Employees 401(k) and Profit Sharing PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Carrollton Bank Employees 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Carrollton Bank Employees 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Carrollton Bank Employees 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Ch Holdings, Inc. 401(k) Salary and Profit Sharing Plan in MO ($73M); by covered participants it is N.R.F. Distributors Retirement Savings Plan in ME (302 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($74M here).

Similar participant headcount

Nearest other-state filings by covered participants (302 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 Carrollton Bank Employees 401(k) and Profit Sharing Plan assets move in 2022? ▼
Carrollton Bank Employees 401(k) and Profit Sharing Plan pulled back noticeably - down 11.2% during 2022, from $83M to $74M. Reported net income was -$9M.
How have Carrollton Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carrollton Bank's sponsor-wide assets grew 28.1%, from $74M to $94M.
Where does Carrollton Bank Employees 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Carrollton Bank Employees 401(k) and Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Carrollton Bank Employees 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ch Holdings, Inc. 401(k) Salary and Profit Sharing Plan in MO ($73M, 227 participants).
Which 401(k) plans cover a similar participant headcount to Carrollton Bank Employees 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is N.R.F. Distributors Retirement Savings Plan in ME (302 participants, $18M 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 370207180.

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.