401(k) · DOL Form 5500 · 2022
Carithers Wallace Courtenay, LLC 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 90
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $111,554
- Avg per participant Below avg balance/head
Official DOL plan name: Carithers Wallace Courtenay, LLC 401(k) Retirement Plan · Sponsored by Carithers Wallace Courtenay, LLC · Georgia · Retail Trade
$10M in assets, 90 participants
Carithers Wallace Courtenay, LLC's Carithers Wallace Courtenay, LLC 401(k) Retirement Plan reported $10M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.
- #7,206 in Retail Trade (9,519 peers)
Carithers Wallace Courtenay, LLC multi-year trail
Carithers Wallace Courtenay, LLC's plans moved +28.0% in assets from 2022 to 2024; this filing shows Carithers Wallace Courtenay, LLC 401(k) Retirement Plan at $10M / 90 participants.
- #7,206
- in Retail Trade (9,519 peers)
- -29.7%
- assets change YoY
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.
Carithers Wallace Courtenay, LLC 401(k) Retirement Plan's mid-pack asset rank among Retail Trade and all filers
Carithers Wallace Courtenay, LLC 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,039,841 Top 35% higher than 65% 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
Carithers Wallace Courtenay, LLC 401(k) Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carithers Wallace Courtenay, LLC 401(k) Retirement Plan is a small filing (90 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 582576531 · Carithers Wallace Courtenay, LLC PY 2022 · 401(k)
Carithers Wallace Courtenay, LLC 401(k) Retirement Plan · $10M · 90 · 65th
- ASSETS $10M
- PCT 90
- EIN 65th
- RANK 401(k)
- PHOTO near Optima Dermatology Partners Retirement Plan
- IND ind #7206
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 Retail Trade retirement plans → · Plans in Georgia →
Carithers Wallace Courtenay, LLC 401(k) Retirement Plan in the asset neighbourhood
Carithers Wallace Courtenay, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Carithers Wallace Courtenay, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 27.951717562060992% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $10M |
| 2023 | 1 | 94 | $12M |
| 2024 | 1 | 105 | $13M |
Carithers Wallace Courtenay, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$4M |
| Employer EIN | 582576531 |
| Plan Effective Date | 2000-11-20 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster-UPS National 401(k) Tax Deferred Savings Plan $14.7B · 549,610
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- UPS 401 (K) Savings Plan $11.3B · 107,310
- The Home Depot Futurebuilder $10.7B · 423,174
Carithers Wallace Courtenay, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Optima Dermatology Partners Retirement Plan in NH ($10M); by covered participants it is Choicelegal Retirement Savings Plan in FL (90 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Optima Dermatology Partners Retirement Plan (NH) $10M · 246
- Sanrio, Inc. 401(k) Plan (CA) $10M · 49
- 31-W Insulation Co., Inc. Profit Sharing and Retirement Savings Plan (TN) $10M · 568
- Ecbm, LP 401(k) (PA) $10M · 79
Similar participant headcount
Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.
- Choicelegal Retirement Savings Plan (FL) 90 · 0 off
- Pacific Enterprise Bank 401(k)Plan (CA) 90 · 0 off
- Ambulatory Medical Care, Inc. Savings and Retirement Plan (OH) 90 · 0 off
- Marine Interior Systems 401(k) Plan (LA) 90 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.