401(k) · DOL Form 5500 · 2022

Carroll Physical Therapy, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
27
Participants Small participant base
39th
Percentile by assets National rank
$104,133
Avg per participant Below avg balance/head
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Official DOL plan name: Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust · Sponsored by Carroll Physical Therapy, Inc. · Massachusetts · Healthcare & Social Assistance

$3M in assets, 27 participants

Carroll Physical Therapy, Inc.'s Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust reported $3M in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #8,508 in Healthcare & Social Assistance (20,060 peers)

Carroll Physical Therapy, Inc. multi-year trail

Carroll Physical Therapy, Inc.'s plans moved +30.7% in assets from 2022 to 2024; this filing shows Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust at $3M / 27 participants.

#8,508
in Healthcare & Social Assistance (20,060 peers)
-18.3%
assets change YoY

The plan reported a net loss of $628K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust vs every filed plan by assets

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

$2,811,581 39th percentile higher than 39% 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

Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust is a small filing (27 participants) on this national headcount ladder.

DOL schedule card

Filing strip 043017157 · Carroll Physical Therapy, Inc. PY 2022 · 401(k)

Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust · $3M · 27 · 39th

  • ASSETS $3M
  • ASSETS 27
  • ASSETS 39th
  • ASSETS 401(k)
  • ASSETS near Universal Solutions International, Inc. 401(k) Plan
  • ASSETS ind #8508

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 →

Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust in the asset neighbourhood

Carroll Physical Therapy, Inc. 401(k) Ps Plan & TrustCarroll Physical Therapy, In…$3MUniversal Solutions International, Inc. 401(k) PlanUniversal Solutions Internat…$3MArchway Station, Inc. 401(k) Retirement PlanArchway Station, Inc. 401(k)…$3MRed Bird Farms Distribution Co., Inc. 401(k) PlanRed Bird Farms Distribution …$3MAdvenir 401(k) Plan$3M
End-of-year total assets ($M) among Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Carroll Physical Therapy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Carroll Physical Therapy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 30.72854739024058% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.81M $3.68M ▲ +31.0%
Year Plans Participants Total Assets
2022 1 27 $3M
2023 1 25 $3M
2024 1 23 $4M

Carroll Physical Therapy, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$628K
Employer EIN043017157
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust, Total assets ($B): 0.002811581 · Participants: 27Carroll Physical Therapy, Inc. 401(k) Ps Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust side-by-side with 3 peers →

Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Universal Solutions International, Inc. 401(k) Plan in VA ($3M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust assets move in 2022? ▼
Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust declined sharply - down 18.3% during 2022, from $3M to $3M. Reported net income was -$628K.
How have Carroll Physical Therapy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carroll Physical Therapy, Inc.'s sponsor-wide assets grew 30.7%, from $3M to $4M.
Which 401(k) plans are similar in size to Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Universal Solutions International, Inc. 401(k) Plan in VA ($3M, 26 participants).
Which 401(k) plans cover a similar participant headcount to Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (27 participants, $6M 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 043017157.

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.