401(k) · DOL Form 5500 · 2022

Caretti, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
10
Participants Small participant base
45th
Percentile by assets National rank
$383,889
Avg per participant High balance/head
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Official DOL plan name: Caretti, Inc. Profit Sharing Plan and Trust · Sponsored by Caretti, Inc. · Pennsylvania · Construction

$4M in assets, 10 participants

Caretti, Inc.'s Caretti, Inc. Profit Sharing Plan and Trust reported $4M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #4,352 in Construction (9,927 peers)

Caretti, Inc. multi-year trail

Caretti, Inc.'s plans moved +14.4% in assets from 2022 to 2024; this filing shows Caretti, Inc. Profit Sharing Plan and Trust at $4M / 10 participants.

#4,352
in Construction (9,927 peers)
-22.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Caretti, Inc. Profit Sharing Plan and Trust's mid-pack asset rank among Construction and all filers

Caretti, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$3,838,894 45th percentile higher than 45% 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

Caretti, Inc. Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caretti, Inc. Profit Sharing Plan and Trust is a micro filing (10 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 231552288 · Caretti, Inc. PY 2022 · 401(k)

Caretti, Inc. Profit Sharing Plan and Trust · $4M · 10 · 45th

  • BOY $4M
  • BOY 10
  • BOY 45th
  • BOY 401(k)
  • BOY near Ridglea Country Club Retirement Plan
  • BOY ind #4352

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 Construction retirement plans → · Plans in Pennsylvania →

Caretti, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Caretti, Inc. Profit Sharing Plan and TrustCaretti, Inc. Profit Sharing…$4MRidglea Country Club Retirement PlanRidglea Country Club Retirem…$4MBsb Communications, Inc. Profit Sharing PlanBsb Communications, Inc. Pro…$4MGem State Dermatology 401(k) Profit Sharing PlanGem State Dermatology 401(k)…$4M401(k) Profit Sharing Plan for Employees of Family and Children's Center, Inc.401(k) Profit Sharing Plan f…$4M
End-of-year total assets ($M) among Caretti, Inc. Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Caretti, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Caretti, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 14.35332676546943% vs 2022
2024 filing year
$3.6M$3.8M$4M$4.2M$4.4M$4.6M 202220232024 $3.84M $4.39M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 10 $4M
2023 1 7 $4M
2024 1 6 $4M

Caretti, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN231552288
Plan Effective Date1969-03-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Caretti, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Caretti, Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.003838894 · Participants: 10Caretti, Inc. Profit Sharing Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Caretti, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Caretti, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

Caretti, Inc. Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Ridglea Country Club Retirement Plan in TX ($4M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Caretti, Inc. Profit Sharing Plan and Trust assets move in 2022? ▼
Caretti, Inc. Profit Sharing Plan and Trust declined sharply - down 22.0% during 2022, from $5M to $4M. Reported net income was -$1M.
How have Caretti, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caretti, Inc.'s sponsor-wide assets grew 14.4%, from $4M to $4M.
Which 401(k) plans are similar in size to Caretti, Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ridglea Country Club Retirement Plan in TX ($4M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Caretti, Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 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 231552288.

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.