401(k) · DOL Form 5500 · 2022
Carter Machinery Company, Inc. 401(k) Plan
Data updated 2026-08-11
- $341M
- Total assets
- 2,194
- Participants
- 97th
- Percentile by assets
- $155,344
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $341M
- total plan assets (2022 EOY)
- 2,194
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $155,344
- avg assets per participant
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.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. Employees' Retirement and Savings Plan of Carter Machinery Company, Inc. reports 2,194 participants - 2.8x that state average ($341M EOY assets).
Virginia filing particulars
| Total Assets (Beginning of Year) | $392M |
|---|---|
| Net Assets (End of Year) | $341M |
| Net Income | -$51M |
| Employer EIN | 371170559 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carter Machinery Company, Inc.)
| 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
- Northrop Grumman Savings Plan $32.6B · 92,420
- 401(k) Pension Plan $13.0B · 61,481
- General Dynamics Corporation 401(k) Plan 6.0 $9.6B · 36,822
- Leidos, Inc. Retirement Plan $8.7B · 26,125
- Bae Systems Employees' Savings and Investment Plan $8.2B · 31,556
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Employees' Retirement and Savings Plan of Carter Machinery Company, Inc. by total assets, not by location.
- Moss Adams LLP Profit Sharing 401(k) Plan-Partners and Principals (WA) $341M · 363
- Vanasse Hangen Brustlin, Inc. Retirement Plan (MA) $341M · 1,688
- Akron General Health System 401(k) Plan (OH) $341M · 5,632
- Saint Luke's Retirement Balance and Matching Plan (MO) $341M · 11,824
Frequently Asked Questions
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Filing takeaways
Ways to act on Employees' Retirement and Savings Plan of Carter Machinery Company, Inc.'s numbers.
- By total assets, Employees' Retirement and Savings Plan of Carter Machinery Company, Inc. ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
- Carter Machinery Company, Inc.'s sponsor-wide assets have grown 36.8% since 2022 across 3 plan years on file. More Wholesale Trade plans