401(k) · DOL Form 5500 · 2022
Carlton Enterprises, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 60
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $73,885
- Avg per participant Below avg balance/head
Official DOL plan name: Carlton Enterprises, Inc. 401(k) Retirement Savings Plan · Sponsored by Carlton Enterprises, Inc. · Oklahoma · Retail Trade
$4M in assets, 60 participants
Carlton Enterprises, Inc.'s Carlton Enterprises, Inc. 401(k) Retirement Savings Plan reported $4M in total assets and 60 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.
- #5,491 in Retail Trade (9,519 peers)
Carlton Enterprises, Inc. multi-year trail
Carlton Enterprises, Inc.'s plans moved +15.8% in assets from 2022 to 2024; this filing shows Carlton Enterprises, Inc. 401(k) Retirement Savings Plan at $4M / 60 participants.
- #5,491
- in Retail Trade (9,519 peers)
- -26.5%
- 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.
Carlton Enterprises, Inc. 401(k) Retirement Savings Plan's mid-pack asset rank among Retail Trade and all filers
Carlton Enterprises, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,433,121 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
Carlton Enterprises, Inc. 401(k) 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. Carlton Enterprises, Inc. 401(k) Retirement Savings Plan is a small filing (60 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 731065505 · Carlton Enterprises, Inc. PY 2022 · 401(k)
Carlton Enterprises, Inc. 401(k) Retirement Savings Plan · $4M · 60 · 48th
- BOY $4M
- SCH 60
- EBSA 48th
- PART 401(k)
- TYPE near Boostability 401(k) Plan
- NET ind #5491
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 Retail Trade retirement plans → · Plans in Oklahoma →
Carlton Enterprises, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood
Carlton Enterprises, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Carlton Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 15.814140872762101% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 60 | $4M |
| 2023 | 1 | 54 | $5M |
| 2024 | 1 | 51 | $5M |
Carlton Enterprises, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$2M |
| Employer EIN | 731065505 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $3.7B · 10,862
- The Williams Investment Plus Plan $1.4B · 4,848
- Bok Financial 401(k) Plan $917M · 4,683
- Devon Energy Corporation Incentive Savings Plan $792M · 1,642
- One Gas, Inc. 401(k) Plan $774M · 3,586
Carlton Enterprises, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Boostability 401(k) Plan in UT ($4M); by covered participants it is Matson Money, Inc. Savings and Retirement Plan in OH (60 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Boostability 401(k) Plan (UT) $4M · 291
- Cambridge Management, Inc. 401(k) Plan (WA) $4M · 388
- Ansley Golf Club Inc. 401(k) Plan (GA) $4M · 164
- Bethel Farms, Lllp Retirement Plan (FL) $4M · 84
Similar participant headcount
Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.
- Matson Money, Inc. Savings and Retirement Plan (OH) 60 · 0 off
- Bill Gillespie Electric, Inc. (PA) 60 · 0 off
- Visual Systems Group, Inc. 401(k) Savings Plan (VA) 60 · 0 off
- Savant Learning Systems, Inc. 401(k) Plan (TN) 60 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.