401(k) · DOL Form 5500 · 2022

John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Plan

Data updated 2026-08-25

$343K
Total assets Small plan by assets
2
Participants Small participant base
15th
Percentile by assets National rank
$171,547
Avg per participant Above avg balance/head
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Official DOL plan name: John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan · Sponsored by John Jeffery Carter Law Office, a Sole Proprietorship · California · Professional & Technical Services

$343K in assets, 2 participants

John Jeffery Carter Law Office, a Sole Proprietorship's John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan reported $343K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,563 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan holds $343K for 2 participants - about $171,547 per participant, among the smaller plans by assets on file.

#2,563
in Professional & Technical Services (21,562 peers)
+3.8%
assets growth YoY

John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan among the smaller filed plans by assets

John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan vs every filed plan by assets

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

$343,093 15th percentile higher than 15% 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

John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing 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. John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 680236146 · John Jeffery Carter Law Office, a Sole Proprietorship PY 2022 · 401(k)

John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan · $343K · 2 · 15th

  • VS-ST $343K
  • VS-ST 2
  • VS-ST 15th
  • VS-ST 401(k)
  • VS-ST near Northeastern Wellness Solutions Retirement Plan
  • VS-ST ind #2563

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 Professional & Technical Services retirement plans → · Plans in California →

John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan in the asset neighbourhood

John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing PlanJohn Jeffery Carter Law Offi…$343KNortheastern Wellness Solutions Retirement PlanNortheastern Wellness Soluti…$343KMethodist Children's Home Society 401(k) PlanMethodist Children's Home So…$343KBrew Joy, Inc. 401(k) Plan$343KOcado Solutions USA 401(k) PlanOcado Solutions USA 401(k) P…$343K
End-of-year total assets ($M) among John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$330K
Net Assets (End of Year)$343K
Net Income$13K
Employer EIN680236146
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (John Jeffery Carter Law Office, a Sole Proprietorship)

Sponsor-wide plan assets over time

All John Jeffery Carter Law Office, a Sole Proprietorship plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.34M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2 $343K
2023 1 3 $362K
2024 1 1 N/A

Nearby 401(k) Plans in California

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

John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan, Total assets ($B): 0.000343093 · Participants: 2John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan side-by-side with 3 peers →

John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Northeastern Wellness Solutions Retirement Plan in NH ($343K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($343K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan assets move in 2022? ▼
John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan edged up modestly - up 3.8% during 2022, from $330K to $343K. Reported net income was $13K.
Where does John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan ranks in the 15th 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 John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northeastern Wellness Solutions Retirement Plan in NH ($343K, 14 participants).
Which 401(k) plans cover a similar participant headcount to John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K 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 680236146.

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.