401(k) · DOL Form 5500 · 2022

Carter Mario P.C. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
104
Participants Small participant base
62nd
Percentile by assets National rank
$84,848
Avg per participant Below avg balance/head
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Official DOL plan name: Carter Mario P.C. 401(k) Profit Sharing Plan and Trust · Sponsored by Carter Mario P.C. · Connecticut · Professional & Technical Services

$9M in assets, 104 participants

Carter Mario P.C.'s Carter Mario P.C. 401(k) Profit Sharing Plan and Trust reported $9M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #13,113 in Professional & Technical Services (21,562 peers)

Coverage in Connecticut

Carter Mario P.C. 401(k) Profit Sharing Plan and Trust covers 104 participants in Connecticut, about 14% of the average Connecticut filer (state average ~718 per filing). Assets: $9M.

#13,113
in Professional & Technical Services (21,562 peers)
-15.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carter Mario P.C. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Carter Mario P.C. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$8,824,158 Top 38% higher than 62% 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

Carter Mario P.C. 401(k) Profit Sharing Plan and Trust 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. Carter Mario P.C. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (104 participants).

DOL schedule card

Filing strip 061277333 · Carter Mario P.C. PY 2022 · 401(k)

Carter Mario P.C. 401(k) Profit Sharing Plan and Trust · $9M · 104 · 62nd

  • TYPE $9M
  • NET 104
  • BOOK 62nd
  • VS-ST 401(k)
  • BOY near Powers Brown Architecture 401(k) Plan
  • SCH ind #13113

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 Professional & Technical Services retirement plans → · Plans in Connecticut →

Carter Mario P.C. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Carter Mario P.C. 401(k) Profit Sharing Plan and TrustCarter Mario P.C. 401(k) Pro…$9MPowers Brown Architecture 401(k) PlanPowers Brown Architecture 40…$9MMas Building & Bridge, Inc. Retirement PlanMas Building & Bridge, Inc. …$9MGravotech, Inc. Retirement Savings PlanGravotech, Inc. Retirement S…$9MA.H. Beck Foundation Co., Inc. 401(k) Profit Sharing PlanA.H. Beck Foundation Co., In…$9M
End-of-year total assets ($M) among Carter Mario P.C. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN061277333
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carter Mario P.C.)

Sponsor-wide plan assets over time

All Carter Mario P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 34.55663418538064% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.82M $11.9M ▲ +34.6%
Year Plans Participants Total Assets
2022 1 104 $9M
2023 1 106 $11M
2024 1 115 $12M

Nearby 401(k) Plans in Connecticut

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

Carter Mario P.C. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Carter Mario P.C. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.008824158 · Participants: 104Carter Mario P.C. 401(k) Profit Sharing Plan and TrustUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Carter Mario P.C. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Carter Mario P.C. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Carter Mario P.C. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Powers Brown Architecture 401(k) Plan in TX ($9M); by covered participants it is First City Credit Union 401(k) Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Carter Mario P.C. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Carter Mario P.C. 401(k) Profit Sharing Plan and Trust declined sharply - down 15.7% during 2022, from $10M to $9M. Reported net income was -$2M.
How have Carter Mario P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carter Mario P.C.'s sponsor-wide assets grew 34.6%, from $9M to $12M.
Which 401(k) plans are similar in size to Carter Mario P.C. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Powers Brown Architecture 401(k) Plan in TX ($9M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Carter Mario P.C. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is First City Credit Union 401(k) Plan in CA (104 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 061277333.

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.