401(k) · DOL Form 5500 · 2022

Carter Machinery Company, Inc. 401(k) Plan

Data updated 2026-08-25

$341M
Total assets Above avg plan size
2,194
Participants Above avg headcount
97th
Percentile by assets National rank
$155,344
Avg per participant Above avg balance/head
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Official DOL plan name: Employees' Retirement and Savings Plan of Carter Machinery Company, Inc. · Sponsored by Carter Machinery Company, Inc. · Virginia · Wholesale Trade

$341M in assets, 2,194 participants

Carter Machinery Company, Inc.'s Employees' Retirement and Savings Plan of Carter Machinery Company, Inc. reported $341M in total assets and 2,194 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #6,717 in Wholesale Trade (6,843 peers)

Coverage in Virginia

Employees' Retirement and Savings Plan of Carter Machinery Company, Inc. covers 2,194 participants in Virginia, 2.8x the typical Virginia plan (state average ~782 per filing). Assets: $341M.

#6,717
in Wholesale Trade (6,843 peers)
-13.1%
assets change YoY
3.4×
vs typical plan assets (national mean)

The plan reported a net loss of $51M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employees' Retirement and Savings Plan of Carter Machinery Company, Inc.'s outsized position by total assets

Employees' Retirement and Savings Plan of Carter Machinery Company, Inc. vs every filed plan by assets

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

$340,824,871 Top 3% higher than 97% 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

Employees' Retirement and Savings Plan of Carter Machinery Company, Inc.'s large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employees' Retirement and Savings Plan of Carter Machinery Company, Inc. lands in the large band (2,194 participants).

Published 5500 schedule card

Filing strip 371170559 · Carter Machinery Company, Inc. PY 2022 · 401(k)

Employees' Retirement and Savings Plan of Carter Machinery Company, Inc. · $341M · 2,194 · 97th

  • BOOK $341M
  • BOOK 2,194
  • BOOK 97th
  • BOOK 401(k)
  • BOOK near Moss Adams LLP Profit Sharing 401(k) Plan-Partners and Principals
  • BOOK ind #6717

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 Wholesale Trade retirement plans → · Plans in Virginia →

Employees' Retirement and Savings Plan of Carter Machinery Company, Inc. in the asset neighbourhood

Vanasse Hangen Brustlin, Inc. Retirement PlanVanasse Hangen Brustlin, Inc…$341MEmployees' Retirement and Savings Plan of Carter Machinery Company, Inc.Employees' Retirement and Sa…$341MMoss Adams LLP Profit Sharing 401(k) Plan-Partners and PrincipalsMoss Adams LLP Profit Sharin…$341MAkron General Health System 401(k) PlanAkron General Health System …$341MSaint Luke's Retirement Balance and Matching PlanSaint Luke's Retirement Bala…$341M
End-of-year total assets ($M) among Employees' Retirement and Savings Plan of Carter Machinery Company, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$392M
Net Assets (End of Year)$341M
Net Income-$51M
Employer EIN371170559
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carter Machinery Company, Inc.)

Sponsor-wide plan assets over time

All Carter Machinery Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$466M 36.789789029216706% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $341M $466M ▲ +36.8%
Year Plans Participants Total Assets
2022 1 2,194 $341M
2023 1 2,628 $406M
2024 1 2,925 $466M

Nearby 401(k) Plans in Virginia

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

Employees' Retirement and Savings Plan of Carter Machinery Company, Inc. vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -10010203040 Total assets ($B) Participants Employees' Retirement and Savings Plan of Carter Machinery Company, Inc., Total assets ($B): 0.340824871 · Participants: 2194Employees' Retirement and Savings Plan of Carter Machinery Company, Inc.Northrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Employees' Retirement and Savings Plan of Carter Machinery Company, Inc. vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Employees' Retirement and Savings Plan of Carter Machinery Company, Inc. side-by-side with 3 peers →

Employees' Retirement and Savings Plan of Carter Machinery Company, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Moss Adams LLP Profit Sharing 401(k) Plan-Partners and Principals in WA ($341M); by covered participants it is Aeg Vision 401(k) Plan in TX (2,194 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,194 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 Employees' Retirement and Savings Plan of Carter Machinery Company, Inc. assets move in 2022? ▼
Employees' Retirement and Savings Plan of Carter Machinery Company, Inc. pulled back noticeably - down 13.1% during 2022, from $392M to $341M. Reported net income was -$51M.
How have Carter Machinery Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carter Machinery Company, Inc.'s sponsor-wide assets grew 36.8%, from $341M to $466M.
Where does Employees' Retirement and Savings Plan of Carter Machinery Company, Inc. rank by assets among Form 5500 filers? ▼
Employees' Retirement and Savings Plan of Carter Machinery Company, Inc. ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Employees' Retirement and Savings Plan of Carter Machinery Company, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Moss Adams LLP Profit Sharing 401(k) Plan-Partners and Principals in WA ($341M, 363 participants).
Which 401(k) plans cover a similar participant headcount to Employees' Retirement and Savings Plan of Carter Machinery Company, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Aeg Vision 401(k) Plan in TX (2,194 participants, $46M 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 371170559.

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.