401(k) · DOL Form 5500 · 2022

Carter & Associates Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
32
Participants Small participant base
69th
Percentile by assets National rank
$380,302
Avg per participant High balance/head
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Official DOL plan name: Carter & Associates Retirement Savings Plan · Sponsored by Carter & Associates Enterprises, Inc. · Georgia · Real Estate

$12M in assets, 32 participants

Carter & Associates Enterprises, Inc.'s Carter & Associates Retirement Savings Plan reported $12M in total assets and 32 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,215 in Real Estate (5,057 peers)

Carter & Associates Enterprises, Inc. multi-year trail

Carter & Associates Enterprises, Inc.'s plans moved +18.8% in assets from 2022 to 2023; this filing shows Carter & Associates Retirement Savings Plan at $12M / 32 participants.

#4,215
in Real Estate (5,057 peers)
-15.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carter & Associates Retirement Savings Plan's outsized position by total assets

Carter & Associates Retirement Savings Plan vs every filed plan by assets

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

$12,169,664 Top 31% higher than 69% 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

Carter & Associates Retirement Savings 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 & Associates Retirement Savings Plan is a small filing (32 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 581713983 · Carter & Associates Enterprises, Inc. PY 2022 · 401(k)

Carter & Associates Retirement Savings Plan · $12M · 32 · 69th

  • RANK $12M
  • RANK 32
  • RANK 69th
  • RANK 401(k)
  • RANK near I & I Sling, Inc. 401(k) Profit Sharing Plan
  • RANK ind #4215

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 Real Estate retirement plans → · Plans in Georgia →

Carter & Associates Retirement Savings Plan in the asset neighbourhood

Carter & Associates Retirement Savings PlanCarter & Associates Retireme…$12MI & I Sling, Inc. 401(k) Profit Sharing PlanI & I Sling, Inc. 401(k) Pro…$12MFirst State Bank Employee Savings PlanFirst State Bank Employee Sa…$12MAlpha Associates, Inc. Employee Retirement PlanAlpha Associates, Inc. Emplo…$12MNacarato Trucks General Partnership 401(k) PlanNacarato Trucks General Part…$12M
End-of-year total assets ($M) among Carter & Associates Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Carter & Associates Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Carter & Associates Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 18.789072566013328% vs 2022
2023 filing year
$11M$12M$13M$14M$15M 20222023 $12.2M $14.5M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 32 $12M
2023 1 34 $14M

Carter & Associates Enterprises, Inc. filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN581713983
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Carter & Associates Retirement Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Carter & Associates Retirement Savings Plan, Total assets ($B): 0.012169664 · Participants: 32Carter & Associates Retirement Savings PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Carter & Associates Retirement Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Carter & Associates Retirement Savings Plan side-by-side with 3 peers →

Carter & Associates Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is I & I Sling, Inc. 401(k) Profit Sharing Plan in PA ($12M); by covered participants it is Lone Peak Anesthesia, Lc 401(k) Profit Sharing Plan in UT (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Carter & Associates Retirement Savings Plan assets move in 2022? ▼
Carter & Associates Retirement Savings Plan declined sharply - down 15.9% during 2022, from $14M to $12M. Reported net income was -$2M.
How have Carter & Associates Enterprises, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Carter & Associates Enterprises, Inc.'s sponsor-wide assets grew 18.8%, from $12M to $14M.
Which 401(k) plans are similar in size to Carter & Associates Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is I & I Sling, Inc. 401(k) Profit Sharing Plan in PA ($12M, 78 participants).
Which 401(k) plans cover a similar participant headcount to Carter & Associates Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lone Peak Anesthesia, Lc 401(k) Profit Sharing Plan in UT (32 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 581713983.

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.