401(k) · DOL Form 5500 · 2022

H. Carr & Sons, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
37
Participants Small participant base
72nd
Percentile by assets National rank
$396,324
Avg per participant High balance/head
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Official DOL plan name: H. Carr & Sons, LLC · Sponsored by H. Carr & Sons, LLC · Rhode Island · Construction

$15M in assets, 37 participants

H. Carr & Sons, LLC's H. Carr & Sons, LLC reported $15M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #7,137 in Construction (9,927 peers)

H. Carr & Sons, LLC multi-year trail

H. Carr & Sons, LLC's plans moved +43.3% in assets from 2022 to 2024; this filing shows H. Carr & Sons, LLC at $15M / 37 participants.

#7,137
in Construction (9,927 peers)
-15.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

H. Carr & Sons, LLC's outsized position by total assets

H. Carr & Sons, LLC vs every filed plan by assets

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

$14,663,996 Top 28% higher than 72% 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

H. Carr & Sons, LLC among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H. Carr & Sons, LLC is a small filing (37 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 050117010 · H. Carr & Sons, LLC PY 2022 · 401(k)

H. Carr & Sons, LLC · $15M · 37 · 72nd

  • VS-ST $15M
  • BOY 37
  • SCH 72nd
  • EBSA 401(k)
  • PART near Wilson Engineers 401(k) Plan
  • TYPE ind #7137

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 Construction retirement plans → · Plans in Rhode Island →

H. Carr & Sons, LLC in the asset neighbourhood

H. Carr & Sons, LLC$15MWilson Engineers 401(k) Plan$15MLeisure World of Maryland Corporation Salary Savings PlanLeisure World of Maryland Co…$15MEvoque 401(k) Plan$15MPulau Corporation 401(k) Salary Reduction PlanPulau Corporation 401(k) Sal…$15M
End-of-year total assets ($M) among H. Carr & Sons, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

H. Carr & Sons, LLC multi-year asset trail

Sponsor-wide plan assets over time

All H. Carr & Sons, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 43.299213938683565% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.7M $21M ▲ +43.3%
Year Plans Participants Total Assets
2022 1 37 $15M
2023 1 34 $18M
2024 1 34 $21M

H. Carr & Sons, LLC filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income-$3M
Employer EIN050117010
Plan Effective Date1994-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Rhode Island

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

H. Carr & Sons, LLC vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants H. Carr & Sons, LLC, Total assets ($B): 0.014663996 · Participants: 37H. Carr & Sons, LLCCVS Health Future Fund 401(k) Plan, Total assets ($B): 24.237200876 · Participants: 273274CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 4.980267873 · Participants: 25353Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.504448168 · Participants: 17454Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.458736828 · Participants: 24670Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.429728934 · Participants: 3865Fm Global 401(k) Savings Plan
H. Carr & Sons, LLC vs. nearby 401(k) plans in Rhode Island, assets vs. participants

H. Carr & Sons, LLC's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Wilson Engineers 401(k) Plan in AZ ($15M); by covered participants it is Parham LLC Safe Harbor 401(k) Plan in TN (37 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (37 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 H. Carr & Sons, LLC assets move in 2022?
H. Carr & Sons, LLC declined sharply - down 15.6% during 2022, from $17M to $15M. Reported net income was -$3M.
How have H. Carr & Sons, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), H. Carr & Sons, LLC's sponsor-wide assets grew 43.3%, from $15M to $21M.
Which 401(k) plans are similar in size to H. Carr & Sons, LLC?
Among 401(k) plans in other states, the closest by assets is Wilson Engineers 401(k) Plan in AZ ($15M, 108 participants).
Which 401(k) plans cover a similar participant headcount to H. Carr & Sons, LLC?
Among 401(k) plans in other states, the closest by covered participants is Parham LLC Safe Harbor 401(k) Plan in TN (37 participants, $438K in assets).