401(k) · DOL Form 5500 · 2022
Carter, P.C. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $220,761
- Avg per participant Above avg balance/head
Official DOL plan name: Carter, P.C. 401(k) Plan · Sponsored by Carter, P.C. · North Carolina · Professional & Technical Services
$4M in assets, 20 participants
Carter, P.C.'s Carter, P.C. 401(k) Plan reported $4M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.
- #9,854 in Professional & Technical Services (21,562 peers)
Carter, P.C. multi-year trail
Carter, P.C.'s plans moved +36.0% in assets from 2022 to 2024; this filing shows Carter, P.C. 401(k) Plan at $4M / 20 participants.
- #9,854
- in Professional & Technical Services (21,562 peers)
- +6.7%
- assets growth YoY
Carter, P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Carter, P.C. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,415,226 48th percentile higher than 48% 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, P.C. 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carter, P.C. 401(k) Plan is a small filing (20 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 383828234 · Carter, P.C. PY 2022 · 401(k)
Carter, P.C. 401(k) Plan · $4M · 20 · 48th
- 5500 $4M
- ASSETS 20
- PCT 48th
- EIN 401(k)
- RANK near Prime Digital 401(k) Plan
- PHOTO ind #9854
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 North Carolina →
Carter, P.C. 401(k) Plan in the asset neighbourhood
Carter, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Carter, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 35.97815830945007% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20 | $4M |
| 2023 | 1 | 23 | $5M |
| 2024 | 1 | 32 | $6M |
Carter, P.C. filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $276K |
| Employer EIN | 383828234 |
| Plan Effective Date | 2011-03-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Carter, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Prime Digital 401(k) Plan in NV ($4M); by covered participants it is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (20 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.