Profit Sharing · DOL Form 5500 · 2022

Carroll Industries Profit Sharing Plan

Data updated 2026-08-25

$219K
Total assets Small plan by assets
1
Participants Small participant base
11th
Percentile by assets National rank
$218,538
Avg per participant Above avg balance/head
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Official DOL plan name: Carroll Industries, Inc. Pension Transfer Trust Plan · Sponsored by Carroll Industries · Missouri · Construction

$219K in assets, 1 participants

Carroll Industries's Carroll Industries, Inc. Pension Transfer Trust Plan reported $219K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 11th 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.

  • #941 in Construction (9,927 peers)

Carroll Industries multi-year trail

Carroll Industries's plans moved +93.4% in assets from 2022 to 2024; this filing shows Carroll Industries, Inc. Pension Transfer Trust Plan at $219K / 1 participant.

#941
in Construction (9,927 peers)
+7.9%
assets growth YoY

Carroll Industries, Inc. Pension Transfer Trust Plan among the smaller filed plans by assets

Carroll Industries, Inc. Pension Transfer Trust Plan vs every filed plan by assets

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

$218,538 11th percentile higher than 11% 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 Industries, Inc. Pension Transfer Trust Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carroll Industries, Inc. Pension Transfer Trust Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 862245216 · Carroll Industries PY 2022 · Profit Sharing

Carroll Industries, Inc. Pension Transfer Trust Plan · $219K · 1 · 11th

  • NET $219K
  • BOOK 1
  • VS-ST 11th
  • BOY Profit Sharing
  • SCH near Triple Barry Corporation Retirement Plan
  • EBSA ind #941

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 Construction retirement plans → · Plans in Missouri →

Carroll Industries, Inc. Pension Transfer Trust Plan in the asset neighbourhood

Carroll Industries, Inc. Pension Transfer Trust PlanCarroll Industries, Inc. Pen…$219KTriple Barry Corporation Retirement PlanTriple Barry Corporation Ret…$219KInfinite Wealth Inc. Retirement PlanInfinite Wealth Inc. Retirem…$219KThe Abramowicz Group - Hg Inc. Retirement PlanThe Abramowicz Group - Hg In…$218KCklloyd Inc. Retirement Plan$219K
End-of-year total assets ($M) among Carroll Industries, Inc. Pension Transfer Trust Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Carroll Industries multi-year asset trail

Sponsor-wide plan assets over time

All Carroll Industries plans reported in each filing year

Latest sponsor-wide plan assets
$423K 93.40846900767829% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M 202220232024 $0.22M $0.42M ▲ +90.9%
Year Plans Participants Total Assets
2022 1 1 $219K
2023 1 5 $292K
2024 1 8 $423K

Carroll Industries filing trail (2022)

Total Assets (Beginning of Year)$203K
Net Assets (End of Year)$219K
Net Income$16K
Employer EIN862245216
Plan Effective Date2021-01-26
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Missouri

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Carroll Industries, Inc. Pension Transfer Trust Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Carroll Industries, Inc. Pension Transfer Trust Plan, Total assets ($B): 0.000218538 · Participants: 1Carroll Industries, Inc. Pension Transfer Trust PlanBoilermakers National Annuity Trust, Total assets ($B): 1.171247772 · Participants: 18584Boilermakers National Annuity TrustProfit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co., Total assets ($B): 0.48981045 · Participants: 4856Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co.I. B. E. W. Local Union No. 124 Annuity Plan, Total assets ($B): 0.3278638 · Participants: 3250I. B. E. W. Local Union No. 124 Annuity PlanPlumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust, Total assets ($B): 0.325358764 · Participants: 3378Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & TrustIron Workers St. Louis District Council Annuity Trust Fund, Total assets ($B): 0.301652557 · Participants: 6869Iron Workers St. Louis District Council Annuity Trust Fund
Carroll Industries, Inc. Pension Transfer Trust Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants
Compare Carroll Industries, Inc. Pension Transfer Trust Plan side-by-side with 3 peers →

Carroll Industries, Inc. Pension Transfer Trust Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Missouri, the nearest Profit Sharing by assets is Triple Barry Corporation Retirement Plan in TX ($219K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($219K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Industries, Inc. Pension Transfer Trust Plan assets move in 2022? ▼
Carroll Industries, Inc. Pension Transfer Trust Plan grew at a solid clip - up 7.9% during 2022, from $203K to $219K. Reported net income was $16K.
How have Carroll Industries plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carroll Industries's sponsor-wide assets grew 93.4%, from $219K to $423K.
Where does Carroll Industries, Inc. Pension Transfer Trust Plan rank by assets among Form 5500 filers? ▼
Carroll Industries, Inc. Pension Transfer Trust Plan ranks in the 11th 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 Profit Sharing plans are similar in size to Carroll Industries, Inc. Pension Transfer Trust Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Triple Barry Corporation Retirement Plan in TX ($219K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Carroll Industries, Inc. Pension Transfer Trust Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K 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 862245216.

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.