401(k) · DOL Form 5500 · 2022
The William Carter Company 401(k) Plan
Data updated 2026-08-11
- $249M
- Total assets
- 4,935
- Participants
- 96th
- Percentile by assets
- $50,479
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $249M
- total plan assets (2022 EOY)
- 4,935
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $50,479
- avg assets per participant
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.
Participants vs Georgia filers
In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Carters 401(k) Savings Plan reports 4,935 participants - 4.5x that state average ($249M EOY assets).
Georgia filing particulars
| Total Assets (Beginning of Year) | $292M |
|---|---|
| Net Assets (End of Year) | $248M |
| Net Income | -$42M |
| Employer EIN | 041156680 |
| Plan Effective Date | 1988-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The William Carter Company)
| 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
- The Teamster-UPS National 401(k) Tax Deferred Savings Plan $14.7B · 549,610
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- UPS 401 (K) Savings Plan $11.3B · 107,310
- The Home Depot Futurebuilder $10.7B · 423,174
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Carters 401(k) Savings Plan by total assets, not by location.
- Carepoint Health, LLC 401(k) Profit Sharing Plan (CO) $249M · 780
- Lakeland Regional Health System Retirement Plan (MI) $249M · 3,620
- Prestige Employee Administrators Retirement Savings Plan (NY) $249M · 5,779
- Columbia Bank Cash or Deferred Profit Sharing 401(k) Plan and Trust (WA) $249M · 2,235
Frequently Asked Questions
How did Carters 401(k) Savings Plan assets move in 2022? ▼
How have The William Carter Company plan assets changed over time? ▼
Where does Carters 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Carters 401(k) Savings Plan? ▼
Next read for Carters 401(k) Savings Plan
Filing takeaways
Ways to act on Carters 401(k) Savings Plan's numbers.
- By total assets, Carters 401(k) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Georgia. Compare plans
- The William Carter Company's sponsor-wide assets have grown 27.9% since 2022 across 3 plan years on file. More Manufacturing plans