401(k) · DOL Form 5500 · 2022

Carris Financial Corp. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
475
Participants Below avg headcount
80th
Percentile by assets National rank
$50,824
Avg per participant Low balance/head
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Official DOL plan name: Cfc Retirement Plan · Sponsored by Carris Financial Corp. · Vermont · Manufacturing

$24M in assets, 475 participants

Carris Financial Corp.'s Cfc Retirement Plan reported $24M in total assets and 475 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,777 in Manufacturing (20,602 peers)

Where Cfc Retirement Plan sits by assets

Cfc Retirement Plan sits in the top quartile of all filed plans by assets, $24M for 475 participants (~$50,824/participant), down 14.2% in 2022.

#14,777
in Manufacturing (20,602 peers)
-14.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cfc Retirement Plan's outsized position by total assets

Cfc Retirement Plan vs every filed plan by assets

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

$24,141,259 Top 20% higher than 80% 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

Cfc Retirement 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. Cfc Retirement Plan sits mid-pack in the medium band (475 participants).

Published 5500 schedule card

Filing strip 030326210 · Carris Financial Corp. PY 2022 · 401(k)

Cfc Retirement Plan · $24M · 475 · 80th

  • IND $24M
  • EOY 475
  • 5500 80th
  • ASSETS 401(k)
  • PCT near Delaware Elevator, Inc. Retirement Plan
  • EIN ind #14777

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 Vermont →

Cfc Retirement Plan in the asset neighbourhood

Agilis Group, Inc. 401(k) Retirement Savings PlanAgilis Group, Inc. 401(k) Re…$24MUniversity Psychiatric Practice, Inc. Section 403(b) PlanUniversity Psychiatric Pract…$24MCfc Retirement Plan$24MDelaware Elevator, Inc. Retirement PlanDelaware Elevator, Inc. Reti…$24MLewis Johs Avallone Aviles Retirement PlanLewis Johs Avallone Aviles R…$24M
End-of-year total assets ($M) among Cfc Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$24M
Net Income-$4M
Employer EIN030326210
Plan Effective Date1993-07-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Carris Financial Corp.)

Sponsor-wide plan assets over time

All Carris Financial Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$123M 20.824106288110805% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $102M $123M ▲ +20.8%
Year Plans Participants Total Assets
2022 2 877 $102M
2023 2 908 $115M
2024 2 913 $123M

Nearby 401(k) Plans in Vermont

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

Cfc Retirement Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Cfc Retirement Plan, Total assets ($B): 0.024141259 · Participants: 475Cfc Retirement PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.648944074 · Participants: 8856The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.259900906 · Participants: 1153National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.196446196 · Participants: 512Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.131415774 · Participants: 515Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.114229826 · Participants: 380Incentive Retirement Plan for Employees of PC Construction Company
Cfc Retirement Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Cfc Retirement Plan side-by-side with 3 peers →

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

Outside Vermont, the nearest 401(k) by assets is Delaware Elevator, Inc. Retirement Plan in MD ($24M); by covered participants it is Genisys Credit Union 401(k) Plan in MI (475 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (475 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 Cfc Retirement Plan assets move in 2022? ▼
Cfc Retirement Plan pulled back noticeably - down 14.2% during 2022, from $28M to $24M. Reported net income was -$4M.
How have Carris Financial Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carris Financial Corp.'s sponsor-wide assets grew 20.8%, from $102M to $123M.
Where does Cfc Retirement Plan rank by assets among Form 5500 filers? ▼
Cfc Retirement Plan ranks in the 80th 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 Cfc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Delaware Elevator, Inc. Retirement Plan in MD ($24M, 412 participants).
Which 401(k) plans cover a similar participant headcount to Cfc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Genisys Credit Union 401(k) Plan in MI (475 participants, $52M 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 030326210.

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.