401(k) · DOL Form 5500 · 2022

Carter Funds LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
108
Participants Small participant base
45th
Percentile by assets National rank
$35,970
Avg per participant Low balance/head
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Official DOL plan name: Carter Funds LLC 401(k) Plan · Sponsored by Carter Funds LLC · Florida · Real Estate

$4M in assets, 108 participants

Carter Funds LLC's Carter Funds LLC 401(k) Plan reported $4M in total assets and 108 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #3,214 in Real Estate (5,057 peers)

Coverage in Florida

Carter Funds LLC 401(k) Plan covers 108 participants in Florida, about 17% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#3,214
in Real Estate (5,057 peers)
+32.3%
assets growth YoY

Carter Funds LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

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

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

$3,884,738 45th percentile higher than 45% 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 Funds LLC 401(k) 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. Carter Funds LLC 401(k) Plan sits mid-pack in the medium band (108 participants).

Published 5500 schedule card

Filing strip 842529306 · Carter Funds LLC PY 2022 · 401(k)

Carter Funds LLC 401(k) Plan · $4M · 108 · 45th

  • TYPE $4M
  • TYPE 108
  • TYPE 45th
  • TYPE 401(k)
  • TYPE near Midtex Oil, LP 401(k) Profit Sharing Plan
  • TYPE ind #3214

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 Real Estate retirement plans → · Plans in Florida →

Carter Funds LLC 401(k) Plan in the asset neighbourhood

Federal Resources Corporation 401(k) PlanFederal Resources Corporatio…$4MCarter Funds LLC 401(k) Plan$4MMidtex Oil, LP 401(k) Profit Sharing PlanMidtex Oil, LP 401(k) Profit…$4MOsaka Gas USA Corporation 401(k) PlanOsaka Gas USA Corporation 40…$4MCalnet 401(k) Plan$4M
End-of-year total assets ($M) among Carter Funds LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$978K
Employer EIN842529306
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carter Funds LLC)

Sponsor-wide plan assets over time

All Carter Funds LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 90.18031589260332% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $3.88M $7.39M ▲ +90.5%
Year Plans Participants Total Assets
2022 1 108 $4M
2023 1 185 $6M
2024 1 218 $7M

Nearby 401(k) Plans in Florida

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

Carter Funds LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Carter Funds LLC 401(k) Plan, Total assets ($B): 0.003884738 · Participants: 108Carter Funds LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Carter Funds LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Carter Funds LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Midtex Oil, LP 401(k) Profit Sharing Plan in TX ($4M); by covered participants it is Holman Professional Counseling 401(k) Plan in CA (108 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Funds LLC 401(k) Plan assets move in 2022? ▼
Carter Funds LLC 401(k) Plan surged - up 32.3% during 2022, from $3M to $4M. Reported net income was $978K.
How have Carter Funds LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carter Funds LLC's sponsor-wide assets grew 90.2%, from $4M to $7M.
Which 401(k) plans are similar in size to Carter Funds LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Midtex Oil, LP 401(k) Profit Sharing Plan in TX ($4M, 306 participants).
Which 401(k) plans cover a similar participant headcount to Carter Funds LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holman Professional Counseling 401(k) Plan in CA (108 participants, $1M 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 842529306.

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.