401(k) · DOL Form 5500 · 2022

R.J. Carbone Co. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
118
Participants Small participant base
54th
Percentile by assets National rank
$50,593
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: R.J. Carbone 401(k) Profit Sharing Plan · Sponsored by R.J. Carbone Co. · Rhode Island · Agriculture, Forestry & Fishing

$6M in assets, 118 participants

R.J. Carbone Co.'s R.J. Carbone 401(k) Profit Sharing Plan reported $6M in total assets and 118 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #907 in Agriculture, Forestry & Fishing (1,523 peers)

Coverage in Rhode Island

R.J. Carbone 401(k) Profit Sharing Plan covers 118 participants in Rhode Island, about 8% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $6M.

#907
in Agriculture, Forestry & Fishing (1,523 peers)
-21.3%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

R.J. Carbone 401(k) Profit Sharing Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

R.J. Carbone 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,970,023 Top 46% higher than 54% 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

R.J. Carbone 401(k) Profit Sharing 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. R.J. Carbone 401(k) Profit Sharing Plan sits mid-pack in the medium band (118 participants).

Plan-year Form 5500 strip

Filing strip 050304594 · R.J. Carbone Co. PY 2022 · 401(k)

R.J. Carbone 401(k) Profit Sharing Plan · $6M · 118 · 54th

  • TYPE $6M
  • NET 118
  • BOOK 54th
  • VS-ST 401(k)
  • BOY near Dearborn Surgery Center, LLC 401(k) Plan
  • SCH ind #907

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Rhode Island →

R.J. Carbone 401(k) Profit Sharing Plan in the asset neighbourhood

R.J. Carbone 401(k) Profit Sharing PlanR.J. Carbone 401(k) Profit S…$6MDearborn Surgery Center, LLC 401(k) PlanDearborn Surgery Center, LLC…$6MEveras Community Services, Inc Tda RpEveras Community Services, I…$6MBig Valley Ford Lincoln Profit Sharing & 401(k) PlanBig Valley Ford Lincoln Prof…$6MCollege Track 401(k)$6M
End-of-year total assets ($M) among R.J. Carbone 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Rhode Island filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$2M
Employer EIN050304594
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Rhode Island

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

R.J. Carbone 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants R.J. Carbone 401(k) Profit Sharing Plan, Total assets ($B): 0.005970023 · Participants: 118R.J. Carbone 401(k) Profit Sharing PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 24.237200876 · Participants: 273274CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 4.980267873 · Participants: 25353Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.504448168 · Participants: 17454Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.458736828 · Participants: 24670Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.429728934 · Participants: 3865Fm Global 401(k) Savings Plan
R.J. Carbone 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare R.J. Carbone 401(k) Profit Sharing Plan side-by-side with 3 peers →

R.J. Carbone 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Dearborn Surgery Center, LLC 401(k) Plan in MI ($6M); by covered participants it is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (118 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 R.J. Carbone 401(k) Profit Sharing Plan assets move in 2022? ▼
R.J. Carbone 401(k) Profit Sharing Plan declined sharply - down 21.3% during 2022, from $8M to $6M. Reported net income was -$2M.
Which 401(k) plans are similar in size to R.J. Carbone 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dearborn Surgery Center, LLC 401(k) Plan in MI ($6M, 95 participants).
Which 401(k) plans cover a similar participant headcount to R.J. Carbone 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants, N/A 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 050304594.

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.