401(k) · DOL Form 5500 · 2022

Eshares, Inc. Dba Carta Inc. 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
1,303
Participants Near avg headcount
90th
Percentile by assets National rank
$51,175
Avg per participant Low balance/head
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Official DOL plan name: Eshares, Inc. 401(k) Plan · Sponsored by Eshares, Inc. Dba Carta Inc. · California · Professional & Technical Services

$67M in assets, 1,303 participants

Eshares, Inc. Dba Carta Inc.'s Eshares, Inc. 401(k) Plan reported $67M in total assets and 1,303 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #19,689 in Professional & Technical Services (21,562 peers)

Coverage in California

Eshares, Inc. 401(k) Plan covers 1,303 participants in California, 2.1x the typical California plan (state average ~630 per filing). Assets: $67M.

#19,689
in Professional & Technical Services (21,562 peers)
+23.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

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

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

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

$66,680,984 Top 10% higher than 90% 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

Eshares, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eshares, Inc. 401(k) Plan lands in the large band (1,303 participants).

Published 5500 schedule card

Filing strip 455639657 · Eshares, Inc. Dba Carta Inc. PY 2022 · 401(k)

Eshares, Inc. 401(k) Plan · $67M · 1,303 · 90th

  • VS-ST $67M
  • VS-ST 1,303
  • VS-ST 90th
  • VS-ST 401(k)
  • VS-ST near Mol Retirement & Savings Plan
  • VS-ST ind #19689

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 Professional & Technical Services retirement plans → · Plans in California →

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

Tencarva Machinery Company Profit Sharing & 401(k) PlanTencarva Machinery Company P…$67MEshares, Inc. 401(k) Plan$67MMol Retirement & Savings Plan$67MRemington & Vernick Engineers II Inc. 401(k) and Profit Sharing PlanRemington & Vernick Engineer…$67MBurke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and TrustBurke, Warren, Mackay & Serr…$67M
End-of-year total assets ($M) among Eshares, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$67M
Net Income$13M
Employer EIN455639657
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eshares, Inc. Dba Carta Inc.)

Sponsor-wide plan assets over time

All Eshares, Inc. Dba Carta Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$129M 93.45712864705176% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $66.7M $129M ▲ +93.5%
Year Plans Participants Total Assets
2022 1 1,303 $67M
2023 1 1,601 $101M
2024 1 1,226 $129M

Nearby 401(k) Plans in California

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

Eshares, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Eshares, Inc. 401(k) Plan, Total assets ($B): 0.066680984 · Participants: 1303Eshares, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Eshares, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Eshares, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Mol Retirement & Savings Plan in NJ ($67M); by covered participants it is The Windquest Group 401(k) Retirement Savings Plan in MI (1,303 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,303 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 Eshares, Inc. 401(k) Plan assets move in 2022? ▼
Eshares, Inc. 401(k) Plan grew sharply - up 23.7% during 2022, from $54M to $67M. Reported net income was $13M.
How have Eshares, Inc. Dba Carta Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eshares, Inc. Dba Carta Inc.'s sponsor-wide assets grew 93.5%, from $67M to $129M.
Where does Eshares, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Eshares, Inc. 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Eshares, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mol Retirement & Savings Plan in NJ ($67M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Eshares, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Windquest Group 401(k) Retirement Savings Plan in MI (1,303 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 455639657.

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.