Other · DOL Form 5500 · 2022
A. Burl Carrier Retirement Plan
Data updated 2026-08-25
- $144K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $23,919
- Avg per participant Low balance/head
Official DOL plan name: Carrier Ditching & Excavating Keough Plan · Sponsored by A. Burl Carrier · Oklahoma · Construction
$144K in assets, 6 participants
A. Burl Carrier's Carrier Ditching & Excavating Keough Plan reported $144K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 8th 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.
- #681 in Construction (9,927 peers)
A. Burl Carrier multi-year trail
A. Burl Carrier's plans moved -15.1% in assets from 2022 to 2024; this filing shows Carrier Ditching & Excavating Keough Plan at $144K / 6 participants.
- #681
- in Construction (9,927 peers)
- -20.4%
- assets change YoY
The plan reported a net loss of $15K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carrier Ditching & Excavating Keough Plan among the smaller filed plans by assets
Carrier Ditching & Excavating Keough Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$143,515 8th percentile higher than 8% 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
Carrier Ditching & Excavating Keough 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. Carrier Ditching & Excavating Keough Plan is a micro filing (6 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 730675676 · A. Burl Carrier PY 2022 · Other
Carrier Ditching & Excavating Keough Plan · $144K · 6 · 8th
- 5500 $144K
- ASSETS 6
- PCT 8th
- EIN Other
- RANK near Groton Community Health Care Center, Inc. 403(b) Plan
- PHOTO ind #681
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 Oklahoma →
Carrier Ditching & Excavating Keough Plan in the asset neighbourhood
A. Burl Carrier multi-year asset trail
Sponsor-wide plan assets over time
All A. Burl Carrier plans reported in each filing year
- Latest sponsor-wide plan assets
- $122K 15.06741455596976% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $144K |
| 2023 | 1 | 5 | $111K |
| 2024 | 1 | 5 | $122K |
A. Burl Carrier filing trail (2022)
| Total Assets (Beginning of Year) | $180K |
|---|---|
| Net Assets (End of Year) | $165K |
| Net Income | -$15K |
| Employer EIN | 730675676 |
| Plan Effective Date | 1974-03-15 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Oklahoma
Peer Other plans, same state, same plan type, ranked by total assets.
- 403(b) Retirement Savings Plan for Integris Health, Inc. $814M · 11,261
- The University of Tulsa Defined Contribution Retirement Plan $368M · 1,164
- Saint Francis Health System, Inc. 403(b) Savings P $299M · 930
- Oral Roberts University Retirement Plan $64M · 507
- Oklahoma Christian University Defined Contribution Retirement Plan $46M · 274
Carrier Ditching & Excavating Keough Plan's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is Groton Community Health Care Center, Inc. 403(b) Plan in NY ($143K); by covered participants it is 403(b) Pension & Medical Reimbursement Plan in MO (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($144K 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.