401(k) · DOL Form 5500 · 2022

Carroll Independent Fuel, LLC 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
888
Participants Near avg headcount
84th
Percentile by assets National rank
$37,155
Avg per participant Low balance/head
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Official DOL plan name: Carroll Independent Fuel 401(k) Retirement Plan · Sponsored by Carroll Independent Fuel, LLC · Maryland · Wholesale Trade

$33M in assets, 888 participants

Carroll Independent Fuel, LLC's Carroll Independent Fuel 401(k) Retirement Plan reported $33M in total assets and 888 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #5,739 in Wholesale Trade (6,843 peers)

Where Carroll Independent Fuel 401(k) Retirement Plan sits by assets

Carroll Independent Fuel 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $33M for 888 participants (~$37,155/participant), down 19.2% in 2022.

#5,739
in Wholesale Trade (6,843 peers)
-19.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carroll Independent Fuel 401(k) Retirement Plan's outsized position by total assets

Carroll Independent Fuel 401(k) Retirement Plan vs every filed plan by assets

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

$32,993,500 Top 16% higher than 84% 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

Carroll Independent Fuel 401(k) Retirement 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. Carroll Independent Fuel 401(k) Retirement Plan sits mid-pack in the medium band (888 participants).

EBSA filing schedule strip

Filing strip 520265090 · Carroll Independent Fuel, LLC PY 2022 · 401(k)

Carroll Independent Fuel 401(k) Retirement Plan · $33M · 888 · 84th

  • PHOTO $33M
  • IND 888
  • EOY 84th
  • 5500 401(k)
  • ASSETS near Jack Entertainment Retirement Plan
  • PCT ind #5739

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 Wholesale Trade retirement plans → · Plans in Maryland →

Carroll Independent Fuel 401(k) Retirement Plan in the asset neighbourhood

Carroll Independent Fuel 401(k) Retirement PlanCarroll Independent Fuel 401…$33MJack Entertainment Retirement PlanJack Entertainment Retiremen…$33MUmc 401(k) Plan$33MCentral Farm Service 401(k) PlanCentral Farm Service 401(k) …$33MReed & Reed Retirement Savings PlanReed & Reed Retirement Savin…$33M
End-of-year total assets ($M) among Carroll Independent Fuel 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$33M
Net Income-$8M
Employer EIN520265090
Plan Effective Date1973-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carroll Independent Fuel, LLC)

Sponsor-wide plan assets over time

All Carroll Independent Fuel, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$45M 37.60851682907239% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $33M $45.4M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 888 $33M
2023 1 806 $40M
2024 1 729 $45M

Nearby 401(k) Plans in Maryland

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

Carroll Independent Fuel 401(k) Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Carroll Independent Fuel 401(k) Retirement Plan, Total assets ($B): 0.0329935 · Participants: 888Carroll Independent Fuel 401(k) Retirement PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Carroll Independent Fuel 401(k) Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Carroll Independent Fuel 401(k) Retirement Plan side-by-side with 3 peers →

Carroll Independent Fuel 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Jack Entertainment Retirement Plan in MI ($33M); by covered participants it is Bank of England Mortgage 401(k) Plan in AR (888 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (888 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 Carroll Independent Fuel 401(k) Retirement Plan assets move in 2022? ▼
Carroll Independent Fuel 401(k) Retirement Plan declined sharply - down 19.2% during 2022, from $41M to $33M. Reported net income was -$8M.
How have Carroll Independent Fuel, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carroll Independent Fuel, LLC's sponsor-wide assets grew 37.6%, from $33M to $45M.
Where does Carroll Independent Fuel 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Carroll Independent Fuel 401(k) Retirement Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Carroll Independent Fuel 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jack Entertainment Retirement Plan in MI ($33M, 1,386 participants).
Which 401(k) plans cover a similar participant headcount to Carroll Independent Fuel 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bank of England Mortgage 401(k) Plan in AR (888 participants, $37M 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 520265090.

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.