401(k) · DOL Form 5500 · 2022

Carteret Management Corporation 401(k) Plan

Data updated 2026-08-25

$665K
Total assets Small plan by assets
126
Participants Small participant base
21st
Percentile by assets National rank
$5,280
Avg per participant Low balance/head
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Official DOL plan name: Carteret Management Corporation 401(k) Plan · Sponsored by Carteret Management Corporation · Florida · Arts, Entertainment & Recreation

$665K in assets, 126 participants

Carteret Management Corporation's Carteret Management Corporation 401(k) Plan reported $665K in total assets and 126 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,315 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in Florida

Carteret Management Corporation 401(k) Plan covers 126 participants in Florida, about 20% of the average Florida filer (state average ~628 per filing). Assets: $665K.

#1,315
in Arts, Entertainment & Recreation (3,077 peers)
-9.9%
assets change YoY

The plan reported a net loss of $68K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carteret Management Corporation 401(k) Plan among the smaller filed plans by assets

Carteret Management Corporation 401(k) Plan vs every filed plan by assets

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

$665,261 21st percentile higher than 21% 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

Carteret Management Corporation 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. Carteret Management Corporation 401(k) Plan sits mid-pack in the medium band (126 participants).

Published 5500 schedule card

Filing strip 591348025 · Carteret Management Corporation PY 2022 · 401(k)

Carteret Management Corporation 401(k) Plan · $665K · 126 · 21st

  • TYPE $665K
  • NET 126
  • BOOK 21st
  • VS-ST 401(k)
  • BOY near Northeast Behavioral 401(k) Plan
  • SCH ind #1315

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 Arts, Entertainment & Recreation retirement plans → · Plans in Florida →

Carteret Management Corporation 401(k) Plan in the asset neighbourhood

Carteret Management Corporation 401(k) PlanCarteret Management Corporat…$665KNortheast Behavioral 401(k) PlanNortheast Behavioral 401(k) …$665KPatrick Aluminum, Inc. 401(k) PlanPatrick Aluminum, Inc. 401(k…$665KEnhancedcare 401(k) Plan$665KBfj Group 401(k) Savings Plan$665K
End-of-year total assets ($M) among Carteret Management Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$739K
Net Assets (End of Year)$662K
Net Income-$68K
Employer EIN591348025
Plan Effective Date2012-04-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Carteret Management Corporation)

Sponsor-wide plan assets over time

All Carteret Management Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 128.2174965915633% vs 2022
2023 filing year
$0.5M$1M$1.5M$2M 20222023 $0.67M $1.52M ▲ +126.9%
Year Plans Participants Total Assets
2022 1 126 $665K
2023 3 330 $2M

Nearby 401(k) Plans in Florida

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

Carteret Management Corporation 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Carteret Management Corporation 401(k) Plan, Total assets ($B): 0.000665261 · Participants: 126Carteret Management Corporation 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Carteret Management Corporation 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Carteret Management Corporation 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Northeast Behavioral 401(k) Plan in RI ($665K); by covered participants it is Texas Citizens Bank, N. a. 401(k) Plan in TX (126 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($665K here).

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Carteret Management Corporation 401(k) Plan assets move in 2022? ▼
Carteret Management Corporation 401(k) Plan pulled back noticeably - down 9.9% during 2022, from $739K to $665K. Reported net income was -$68K.
How have Carteret Management Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Carteret Management Corporation's sponsor-wide assets grew 128.2%, from $665K to $2M.
Where does Carteret Management Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Carteret Management Corporation 401(k) Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Carteret Management Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northeast Behavioral 401(k) Plan in RI ($665K, 86 participants).
Which 401(k) plans cover a similar participant headcount to Carteret Management Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Citizens Bank, N. a. 401(k) Plan in TX (126 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 591348025.

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.