401(k) · DOL Form 5500 · 2022
Carleton-Willard Homes, Inc. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 256
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $67,762
- Avg per participant Below avg balance/head
Official DOL plan name: Carleton-Willard Homes, Inc. Retirement Plan · Sponsored by Carleton-Willard Homes, Inc. · Massachusetts · Healthcare & Social Assistance
$17M in assets, 256 participants
Carleton-Willard Homes, Inc.'s Carleton-Willard Homes, Inc. Retirement Plan reported $17M in total assets and 256 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- #15,887 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
Carleton-Willard Homes, Inc. Retirement Plan covers 256 participants in Massachusetts, about 39% of the average Massachusetts filer (state average ~659 per filing). Assets: $17M.
- #15,887
- in Healthcare & Social Assistance (20,060 peers)
- -19.9%
- 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.
Carleton-Willard Homes, Inc. Retirement Plan's outsized position by total assets
Carleton-Willard Homes, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$17,347,113 Top 25% higher than 75% 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
Carleton-Willard Homes, Inc. 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. Carleton-Willard Homes, Inc. Retirement Plan sits mid-pack in the medium band (256 participants).
Form 5500 schedule snapshot
Filing strip 042105844 · Carleton-Willard Homes, Inc. PY 2022 · 401(k)
Carleton-Willard Homes, Inc. Retirement Plan · $17M · 256 · 75th
- PHOTO $17M
- PHOTO 256
- PHOTO 75th
- PHOTO 401(k)
- PHOTO near Westerman, Inc. 401(k) Plan
- PHOTO ind #15887
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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →
Carleton-Willard Homes, Inc. Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$4M |
| Employer EIN | 042105844 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carleton-Willard Homes, Inc.)
Sponsor-wide plan assets over time
All Carleton-Willard Homes, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 13.838389131378806% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 256 | $17M |
| 2023 | 1 | 246 | $18M |
| 2024 | 1 | 256 | $20M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Carleton-Willard Homes, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Westerman, Inc. 401(k) Plan in OH ($17M); by covered participants it is Pacific Gateway Concessions, LLC 401(k) Plan in CA (256 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Westerman, Inc. 401(k) Plan (OH) $17M · 344
- Seven-Eleven (Hawaii), Inc. 401(k) Plan (HI) $17M · 687
- Amg Aluminum North America, LLC Retirement Income Savings Plan (PA) $17M · 84
- Gerflor USA Inc 401(k) Plan (IL) $17M · 282
Similar participant headcount
Nearest other-state filings by covered participants (256 participants); asset peers above are excluded.
- Pacific Gateway Concessions, LLC 401(k) Plan (CA) 256 · 0 off
- Sai Global 401(k) Savings Plan (IL) 256 · 0 off
- Lieff, Cabraser, Heimann & Bernstein 401(k) Profit Sharing Plan (CA) 256 · 0 off
- Northstar Ems, Inc. 401(k) Profit Sharing Plan (AL) 256 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.