401(k) · DOL Form 5500 · 2022

Carabetta Management Company 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
355
Participants Below avg headcount
75th
Percentile by assets National rank
$49,031
Avg per participant Low balance/head
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Official DOL plan name: Carabetta Group 401(k) Profit Sharing Plan · Sponsored by Carabetta Management Company · Connecticut · Real Estate

$17M in assets, 355 participants

Carabetta Management Company's Carabetta Group 401(k) Profit Sharing Plan reported $17M in total assets and 355 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.

  • #4,443 in Real Estate (5,057 peers)

Coverage in Connecticut

Carabetta Group 401(k) Profit Sharing Plan covers 355 participants in Connecticut, about 49% of the average Connecticut filer (state average ~718 per filing). Assets: $17M.

#4,443
in Real Estate (5,057 peers)
-13.2%
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.

Carabetta Group 401(k) Profit Sharing Plan's outsized position by total assets

Carabetta Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$17,405,877 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

Carabetta Group 401(k) Profit Sharing 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. Carabetta Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (355 participants).

Plan-year Form 5500 strip

Filing strip 061098566 · Carabetta Management Company PY 2022 · 401(k)

Carabetta Group 401(k) Profit Sharing Plan · $17M · 355 · 75th

  • EIN $17M
  • RANK 355
  • PHOTO 75th
  • IND 401(k)
  • EOY near Gate Employee Savings Plan
  • 5500 ind #4443

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 Real Estate retirement plans → · Plans in Connecticut →

Carabetta Group 401(k) Profit Sharing Plan in the asset neighbourhood

Carabetta Group 401(k) Profit Sharing PlanCarabetta Group 401(k) Profi…$17MGate Employee Savings Plan$17MCapstone Management, LLC 401(k) PlanCapstone Management, LLC 401…$17MDry Creek Rancheria 401(k) Retirement PlanDry Creek Rancheria 401(k) R…$17MUniversal Fibers, Inc. Associates Savings PlanUniversal Fibers, Inc. Assoc…$17M
End-of-year total assets ($M) among Carabetta Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN061098566
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carabetta Management Company)

Sponsor-wide plan assets over time

All Carabetta Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$21M 20.593630530653524% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17.4M $21M ▲ +20.6%
Year Plans Participants Total Assets
2022 1 355 $17M
2023 1 342 $20M
2024 1 345 $21M

Nearby 401(k) Plans in Connecticut

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

Carabetta Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Carabetta Group 401(k) Profit Sharing Plan, Total assets ($B): 0.017405877 · Participants: 355Carabetta Group 401(k) Profit Sharing PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Carabetta Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Carabetta Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Carabetta Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Gate Employee Savings Plan in TX ($17M); by covered participants it is Amazing Grace Personal Care Services 401(k) Profit Sharing Plan and Trust in NM (355 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 (355 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 Carabetta Group 401(k) Profit Sharing Plan assets move in 2022? ▼
Carabetta Group 401(k) Profit Sharing Plan pulled back noticeably - down 13.2% during 2022, from $20M to $17M. Reported net income was -$3M.
How have Carabetta Management Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carabetta Management Company's sponsor-wide assets grew 20.6%, from $17M to $21M.
Where does Carabetta Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Carabetta Group 401(k) Profit Sharing 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 Carabetta Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gate Employee Savings Plan in TX ($17M, 319 participants).
Which 401(k) plans cover a similar participant headcount to Carabetta Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Amazing Grace Personal Care Services 401(k) Profit Sharing Plan and Trust in NM (355 participants, $87K 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 061098566.

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.