401(k) · DOL Form 5500 · 2022

The William Carter Company 401(k) Plan

Data updated 2026-08-25

$249M
Total assets Near avg plan size
4,935
Participants Above avg headcount
96th
Percentile by assets National rank
$50,479
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carters 401(k) Savings Plan · Sponsored by The William Carter Company · Georgia · Manufacturing

$249M in assets, 4,935 participants

The William Carter Company's Carters 401(k) Savings Plan reported $249M in total assets and 4,935 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,386 in Manufacturing (20,602 peers)

Coverage in Georgia

Carters 401(k) Savings Plan covers 4,935 participants in Georgia, 4.5x the typical Georgia plan (state average ~1,096 per filing). Assets: $249M.

#19,386
in Manufacturing (20,602 peers)
-14.7%
assets change YoY
2.5×
vs typical plan assets (national mean)

The plan reported a net loss of $42M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carters 401(k) Savings Plan's outsized position by total assets

Carters 401(k) Savings Plan vs every filed plan by assets

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

$249,113,523 Top 4% higher than 96% 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

Carters 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carters 401(k) Savings Plan lands in the large band (4,935 participants).

Published 5500 schedule card

Filing strip 041156680 · The William Carter Company PY 2022 · 401(k)

Carters 401(k) Savings Plan · $249M · 4,935 · 96th

  • EIN $249M
  • RANK 4,935
  • PHOTO 96th
  • IND 401(k)
  • EOY near Carepoint Health, LLC 401(k) Profit Sharing Plan
  • 5500 ind #19386

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 Manufacturing retirement plans → · Plans in Georgia →

Carters 401(k) Savings Plan in the asset neighbourhood

Columbia Bank Cash or Deferred Profit Sharing 401(k) Plan and TrustColumbia Bank Cash or Deferr…$249MPrestige Employee Administrators Retirement Savings PlanPrestige Employee Administra…$249MLakeland Regional Health System Retirement PlanLakeland Regional Health Sys…$249MCarters 401(k) Savings Plan$249MCarepoint Health, LLC 401(k) Profit Sharing PlanCarepoint Health, LLC 401(k)…$249M
End-of-year total assets ($M) among Carters 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$292M
Net Assets (End of Year)$248M
Net Income-$42M
Employer EIN041156680
Plan Effective Date1988-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The William Carter Company)

Sponsor-wide plan assets over time

All The William Carter Company plans reported in each filing year

Latest sponsor-wide plan assets
$319M 27.93841063377358% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $249M $319M ▲ +27.9%
Year Plans Participants Total Assets
2022 1 4,935 $249M
2023 1 6,479 $287M
2024 1 6,486 $319M

Nearby 401(k) Plans in Georgia

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

Carters 401(k) Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Carters 401(k) Savings Plan, Total assets ($B): 0.249113523 · Participants: 4935Carters 401(k) 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
Carters 401(k) Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Carters 401(k) Savings Plan side-by-side with 3 peers →

Carters 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Carepoint Health, LLC 401(k) Profit Sharing Plan in CO ($249M); by covered participants it is Athletico, Ltd. Employees Profit Sharing Plan in IL (4,934 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,935 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 Carters 401(k) Savings Plan assets move in 2022? ▼
Carters 401(k) Savings Plan pulled back noticeably - down 14.7% during 2022, from $292M to $249M. Reported net income was -$42M.
How have The William Carter Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The William Carter Company's sponsor-wide assets grew 27.9%, from $249M to $319M.
Where does Carters 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Carters 401(k) Savings Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Carters 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carepoint Health, LLC 401(k) Profit Sharing Plan in CO ($249M, 780 participants).
Which 401(k) plans cover a similar participant headcount to Carters 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Athletico, Ltd. Employees Profit Sharing Plan in IL (4,934 participants, $220M 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 041156680.

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.