401(k) · DOL Form 5500 · 2022

Caroffer, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
271
Participants Below avg headcount
32nd
Percentile by assets National rank
$6,552
Avg per participant Low balance/head
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Official DOL plan name: Caroffer 401(k) Plan · Sponsored by Caroffer, LLC · Texas · Retail Trade

$2M in assets, 271 participants

Caroffer, LLC's Caroffer 401(k) Plan reported $2M in total assets and 271 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #3,968 in Retail Trade (9,519 peers)

Coverage in Texas

Caroffer 401(k) Plan covers 271 participants in Texas, about 39% of the average Texas filer (state average ~688 per filing). Assets: $2M.

#3,968
in Retail Trade (9,519 peers)
$2M
reported net income

Caroffer 401(k) Plan among the smaller filed plans by assets

Caroffer 401(k) Plan vs every filed plan by assets

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

$1,775,573 32nd percentile higher than 32% 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

Caroffer 401(k) 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. Caroffer 401(k) Plan sits mid-pack in the medium band (271 participants).

DOL schedule card

Filing strip 611923604 · Caroffer, LLC PY 2022 · 401(k)

Caroffer 401(k) Plan · $2M · 271 · 32nd

  • PHOTO $2M
  • PHOTO 271
  • PHOTO 32nd
  • PHOTO 401(k)
  • PHOTO near American Sound & Electronics, Inc. 401(k) Plan
  • PHOTO ind #3968

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 Retail Trade retirement plans → · Plans in Texas →

Caroffer 401(k) Plan in the asset neighbourhood

Caroffer 401(k) Plan$2MAmerican Sound & Electronics, Inc. 401(k) PlanAmerican Sound & Electronics…$2MAma Lighting LLC 401(k) Plan$2MRichard B. Oliver, D.D.S., Inc. 401(k) Profit Sharing PlanRichard B. Oliver, D.D.S., I…$2MArnet Pharmaceutical Corp 401(k)Arnet Pharmaceutical Corp 40…$2M
End-of-year total assets ($M) among Caroffer 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$2M
Net Income$2M
Employer EIN611923604
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caroffer, LLC)

Sponsor-wide plan assets over time

All Caroffer, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 180.49705644318763% vs 2022
2024 filing year
$1M$2M$3M$4M$5M$6M 202220232024 $1.78M $4.98M ▲ +179.8%
Year Plans Participants Total Assets
2022 1 271 $2M
2023 1 342 $4M
2024 1 230 $5M

Nearby 401(k) Plans in Texas

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

Caroffer 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Caroffer 401(k) Plan, Total assets ($B): 0.001775573 · Participants: 271Caroffer 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Caroffer 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Caroffer 401(k) Plan side-by-side with 3 peers →

Caroffer 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is American Sound & Electronics, Inc. 401(k) Plan in KY ($2M); by covered participants it is Hutton Corporation 401(k) Plan in KS (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (271 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 have Caroffer, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caroffer, LLC's sponsor-wide assets grew 180.5%, from $2M to $5M.
Which 401(k) plans are similar in size to Caroffer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Sound & Electronics, Inc. 401(k) Plan in KY ($2M, 40 participants).
Which 401(k) plans cover a similar participant headcount to Caroffer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hutton Corporation 401(k) Plan in KS (271 participants, $17M 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 611923604.

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.