401(k) · DOL Form 5500 · 2022

Carter Express, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
1,254
Participants Near avg headcount
77th
Percentile by assets National rank
$15,604
Avg per participant Low balance/head
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Official DOL plan name: Carter 401(k) Plan · Sponsored by Carter Express, Inc. · Indiana · Transportation & Warehousing

$20M in assets, 1,254 participants

Carter Express, Inc.'s Carter 401(k) Plan reported $20M in total assets and 1,254 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #3,001 in Transportation & Warehousing (3,876 peers)

Coverage in Indiana

Carter 401(k) Plan covers 1,254 participants in Indiana, 2.3x the typical Indiana plan (state average ~541 per filing). Assets: $20M.

#3,001
in Transportation & Warehousing (3,876 peers)
-11.3%
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.

Carter 401(k) Plan's outsized position by total assets

Carter 401(k) Plan vs every filed plan by assets

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

$19,567,998 Top 23% higher than 77% 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

Carter 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. Carter 401(k) Plan lands in the large band (1,254 participants).

Form 5500 schedule snapshot

Filing strip 350962735 · Carter Express, Inc. PY 2022 · 401(k)

Carter 401(k) Plan · $20M · 1,254 · 77th

  • PHOTO $20M
  • IND 1,254
  • EOY 77th
  • 5500 401(k)
  • ASSETS near Capital Power Operations USA Inc. 401(k) Plan
  • PCT ind #3001

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 Transportation & Warehousing retirement plans → · Plans in Indiana →

Carter 401(k) Plan in the asset neighbourhood

Carter 401(k) Plan$20MCapital Power Operations USA Inc. 401(k) PlanCapital Power Operations USA…$20MSvp Sewing Brands, LLC 401(k) PlanSvp Sewing Brands, LLC 401(k…$20MRecorded Books, Inc. 401(k) Savings PlanRecorded Books, Inc. 401(k) …$20MCopper State Bolt & Nut Co., Inc. 401(k) PlanCopper State Bolt & Nut Co.,…$20M
End-of-year total assets ($M) among Carter 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN350962735
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carter Express, Inc.)

Sponsor-wide plan assets over time

All Carter Express, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 41.523695985659856% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.6M $27.7M ▲ +41.5%
Year Plans Participants Total Assets
2022 1 1,254 $20M
2023 1 1,640 $24M
2024 1 1,838 $28M

Nearby 401(k) Plans in Indiana

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

Carter 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Carter 401(k) Plan, Total assets ($B): 0.019567998 · Participants: 1254Carter 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Carter 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Carter 401(k) Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Capital Power Operations USA Inc. 401(k) Plan in MA ($20M); by covered participants it is Retirement Plan for Employees of Scotiabank U. S. 401(k) in (1,254 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,254 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 Carter 401(k) Plan assets move in 2022? ▼
Carter 401(k) Plan pulled back noticeably - down 11.3% during 2022, from $22M to $20M. Reported net income was -$3M.
How have Carter Express, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carter Express, Inc.'s sponsor-wide assets grew 41.5%, from $20M to $28M.
Where does Carter 401(k) Plan rank by assets among Form 5500 filers? ▼
Carter 401(k) Plan ranks in the 77th 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 Carter 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capital Power Operations USA Inc. 401(k) Plan in MA ($20M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Carter 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retirement Plan for Employees of Scotiabank U. S. 401(k) in (1,254 participants, $353M 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 350962735.

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.