401(k) · DOL Form 5500 · 2022
Carter-Jones Companies, Inc. 401(k) Plan
Data updated 2026-08-11
- $116M
- Total assets
- 3,383
- Participants
- 94th
- Percentile by assets
- $34,418
- Avg per participant
Official DOL plan name: Carter-Jones Companies 401(k) Retirement Plan · Sponsored by Carter-Jones Companies, Inc. · Ohio · Retail Trade
$116M in assets, 3,383 participants
Carter-Jones Companies, Inc.'s Carter-Jones Companies 401(k) Retirement Plan reported $116M in total assets and 3,383 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,126 plans)
- #9,183 in Retail Trade (9,519 peers)
Coverage in Ohio
Carter-Jones Companies 401(k) Retirement Plan covers 3,383 participants in Ohio, 4.4x the typical Ohio plan (state average ~765 per filing). Assets: $116M.
- $116M
- total plan assets (2022 EOY)
- 3,383
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $34,418
- avg assets per participant
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Carter-Jones Companies 401(k) Retirement Plan sits by total assets
Carter-Jones Companies 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$116,436,147 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Carter-Jones Companies 401(k) Retirement Plan reports 3,383 participants - 4.4x that state average ($116M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $123M |
|---|---|
| Net Assets (End of Year) | $116M |
| Net Income | -$7M |
| Employer EIN | 341128274 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carter-Jones Companies, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,383 | $116M |
| 2023 | 1 | 3,709 | $143M |
| 2024 | 1 | 3,902 | $167M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Carter-Jones Companies 401(k) Retirement Plan by total assets, not by location.
- Lakeland Financial Corporation 401(k) Plan (IN) $116M · 606
- Jackson Healthcare 401(k) Savings Plan (GA) $116M · 1,345
- Plastic Ingenuity, Inc. Profit Sharing and Savings Plan (WI) $116M · 708
- Haynsworth Sinkler Boyd, P.a. 401(k) Plan (SC) $116M · 202
Frequently Asked Questions
How did Carter-Jones Companies 401(k) Retirement Plan assets move in 2022? ▼
How have Carter-Jones Companies, Inc. plan assets changed over time? ▼
Where does Carter-Jones Companies 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Carter-Jones Companies 401(k) Retirement…
Filing takeaways
Ways to act on Carter-Jones Companies 401(k) Retirement Plan's numbers.
- By total assets, Carter-Jones Companies 401(k) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Carter-Jones Companies, Inc.'s sponsor-wide assets have grown 43.8% since 2022 across 3 plan years on file. More Retail Trade plans