401(k) · DOL Form 5500 · 2022
Carter & Carter Enterprises 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $230,022
- Avg per participant Above avg balance/head
Official DOL plan name: Carter & Carter Enterprises Inc. 401(k) Plan · Sponsored by Carter & Carter Enterprises · District of Columbia · Administrative & Support Services
$1M in assets, 6 participants
Carter & Carter Enterprises's Carter & Carter Enterprises Inc. 401(k) Plan reported $1M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.
- #2,555 in Administrative & Support Services (4,927 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, Carter & Carter Enterprises Inc. 401(k) Plan ranks #2,555 of 4,927 2022 filers by assets (2091% of the sector average)-$1M for 6 participants.
- #2,555
- in Administrative & Support Services (4,927 peers)
- -21.1%
- assets change YoY
The plan reported a net loss of $368K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carter & Carter Enterprises Inc. 401(k) Plan among the smaller filed plans by assets
Carter & Carter Enterprises Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,380,130 29th percentile higher than 29% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Carter & Carter Enterprises Inc. 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. Carter & Carter Enterprises Inc. 401(k) Plan is a micro filing (6 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 521243624 · Carter & Carter Enterprises PY 2022 · 401(k)
Carter & Carter Enterprises Inc. 401(k) Plan · $1M · 6 · 29th
- EOY $1M
- EOY 6
- EOY 29th
- EOY 401(k)
- EOY near Royal Coach Lines Inc 401(k) Profit Sharing Plan & Trust
- EOY ind #2555
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 Administrative & Support Services retirement plans → · Plans in District of Columbia →
Carter & Carter Enterprises Inc. 401(k) Plan in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$368K |
| Employer EIN | 521243624 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carter & Carter Enterprises)
Sponsor-wide plan assets over time
All Carter & Carter Enterprises plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 34.900407932586056% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $1M |
| 2023 | 1 | 7 | $2M |
| 2024 | 1 | 7 | $2M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $5.9B · 29,923
- Revised Profit Sharing Plan for Emp. of Geico $5.1B · 41,527
- Federal National Mortgage Association Retirement Savings Plan for Employees $3.2B · 7,402
- Finra Savings Plus Plan $1.8B · 3,697
- Hogan Lovells US LLP Retirement Savings Plan $1.3B · 1,883
Carter & Carter Enterprises Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Royal Coach Lines Inc 401(k) Profit Sharing Plan & Trust in NY ($1M); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.