401(k) · DOL Form 5500 · 2022

Carroll Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
125
Participants Small participant base
75th
Percentile by assets National rank
$138,090
Avg per participant Near avg balance/head
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Official DOL plan name: Carroll Enterprises, Inc. 401(k)Plan · Sponsored by Carroll Enterprises, Inc. · Massachusetts · Finance & Insurance

$17M in assets, 125 participants

Carroll Enterprises, Inc.'s Carroll Enterprises, Inc. 401(k)Plan reported $17M in total assets and 125 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,620 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

Carroll Enterprises, Inc. 401(k)Plan covers 125 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $17M.

#5,620
in Finance & Insurance (9,261 peers)
-13.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carroll Enterprises, Inc. 401(k)Plan's outsized position by total assets

Carroll Enterprises, Inc. 401(k)Plan vs every filed plan by assets

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

$17,261,217 Top 25% higher than 75% 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 Enterprises, Inc. 401(k)Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carroll Enterprises, Inc. 401(k)Plan sits mid-pack in the medium band (125 participants).

Plan-year Form 5500 strip

Filing strip 042497441 · Carroll Enterprises, Inc. PY 2022 · 401(k)

Carroll Enterprises, Inc. 401(k)Plan · $17M · 125 · 75th

  • EBSA $17M
  • PART 125
  • TYPE 75th
  • NET 401(k)
  • BOOK near Lario Oil & Gas Company 401(k) Plan
  • VS-ST ind #5620

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Carroll Enterprises, Inc. 401(k)Plan in the asset neighbourhood

Carroll Enterprises, Inc. 401(k)PlanCarroll Enterprises, Inc. 40…$17MLario Oil & Gas Company 401(k) PlanLario Oil & Gas Company 401(…$17MG. H. Smart & Company, LLC 401(k) Profit Sharing Plan & TruG. H. Smart & Company, LLC 4…$17MLectrosonics, Inc. 401(k) PlanLectrosonics, Inc. 401(k) Pl…$17MGlock, Inc. 401(k) Plan$17M
End-of-year total assets ($M) among Carroll Enterprises, Inc. 401(k)Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN042497441
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carroll Enterprises, Inc.)

Sponsor-wide plan assets over time

All Carroll Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 34.543178502419615% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.3M $23.2M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 125 $17M
2023 1 114 $21M
2024 1 117 $23M

Nearby 401(k) Plans in Massachusetts

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

Carroll Enterprises, Inc. 401(k)Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Carroll Enterprises, Inc. 401(k)Plan, Total assets ($B): 0.017261217 · Participants: 125Carroll Enterprises, Inc. 401(k)PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Carroll Enterprises, Inc. 401(k)Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Carroll Enterprises, Inc. 401(k)Plan side-by-side with 3 peers →

Carroll Enterprises, Inc. 401(k)Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Lario Oil & Gas Company 401(k) Plan in KS ($17M); by covered participants it is Media Iq Digital N.a. 401(k) Plan in NY (125 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Carroll Enterprises, Inc. 401(k)Plan assets move in 2022? ▼
Carroll Enterprises, Inc. 401(k)Plan pulled back noticeably - down 13.3% during 2022, from $20M to $17M. Reported net income was -$3M.
How have Carroll Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carroll Enterprises, Inc.'s sponsor-wide assets grew 34.5%, from $17M to $23M.
Where does Carroll Enterprises, Inc. 401(k)Plan rank by assets among Form 5500 filers? ▼
Carroll Enterprises, Inc. 401(k)Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Carroll Enterprises, Inc. 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lario Oil & Gas Company 401(k) Plan in KS ($17M, 69 participants).
Which 401(k) plans cover a similar participant headcount to Carroll Enterprises, Inc. 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Media Iq Digital N.a. 401(k) Plan in NY (125 participants, $2M 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 042497441.

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.