401(k) · DOL Form 5500 · 2022

Joseph P. Carrara & Sons Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
112
Participants Small participant base
75th
Percentile by assets National rank
$150,965
Avg per participant Above avg balance/head
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Official DOL plan name: Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan · Sponsored by Joseph P. Carrara & Sons Inc. · Vermont · Manufacturing

$17M in assets, 112 participants

Joseph P. Carrara & Sons Inc.'s Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan reported $17M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,296 in Manufacturing (20,602 peers)

Coverage in Vermont

Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan covers 112 participants in Vermont, about 46% of the average Vermont filer (state average ~245 per filing). Assets: $17M.

#13,296
in Manufacturing (20,602 peers)
-17.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan's outsized position by total assets

Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$16,908,079 Top 25% higher than 75% 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

Joseph P. Carrara & Sons Inc. 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. Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (112 participants).

EBSA filing schedule strip

Filing strip 030212647 · Joseph P. Carrara & Sons Inc. PY 2022 · 401(k)

Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan · $17M · 112 · 75th

  • VS-ST $17M
  • VS-ST 112
  • VS-ST 75th
  • VS-ST 401(k)
  • VS-ST near Deliverhealth Solutions, LLC 401(k) Plan
  • VS-ST ind #13296

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 Manufacturing retirement plans → · Plans in Vermont →

Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing PlanJoseph P. Carrara & Sons Inc…$17MDeliverhealth Solutions, LLC 401(k) PlanDeliverhealth Solutions, LLC…$17MConsolidated 401(k) and Profit Sharing PlanConsolidated 401(k) and Prof…$17MLane & Associates, Inc. 401(k) PlanLane & Associates, Inc. 401(…$17MMetcut Research Associates Inc. Incentive Savings PlanMetcut Research Associates I…$17M
End-of-year total assets ($M) among Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Vermont filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$4M
Employer EIN030212647
Plan Effective Date1974-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joseph P. Carrara & Sons Inc.)

Sponsor-wide plan assets over time

All Joseph P. Carrara & Sons Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 19.185674493240775% vs 2022
2024 filing year
$16M$17M$18M$19M$20M$21M 202220232024 $16.9M $20.2M ▲ +19.2%
Year Plans Participants Total Assets
2022 1 112 $17M
2023 1 97 $18M
2024 1 98 $20M

Nearby 401(k) Plans in Vermont

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

Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.016908079 · Participants: 112Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.648944074 · Participants: 8856The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.259900906 · Participants: 1153National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.196446196 · Participants: 512Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.131415774 · Participants: 515Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.114229826 · Participants: 380Incentive Retirement Plan for Employees of PC Construction Company
Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Deliverhealth Solutions, LLC 401(k) Plan in WI ($17M); by covered participants it is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan assets move in 2022? ▼
Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan declined sharply - down 17.5% during 2022, from $20M to $17M. Reported net income was -$4M.
How have Joseph P. Carrara & Sons Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joseph P. Carrara & Sons Inc.'s sponsor-wide assets grew 19.2%, from $17M to $20M.
Where does Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Deliverhealth Solutions, LLC 401(k) Plan in WI ($17M, 516 participants).
Which 401(k) plans cover a similar participant headcount to Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants, $1M 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 030212647.

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.