401(k) · DOL Form 5500 · 2022

Carter Motors, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
240
Participants Below avg headcount
62nd
Percentile by assets National rank
$36,764
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carter Motors, Inc. 401(k) Plan · Sponsored by Carter Motors, Inc. · Washington · Retail Trade

$9M in assets, 240 participants

Carter Motors, Inc.'s Carter Motors, Inc. 401(k) Plan reported $9M in total assets and 240 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,950 in Retail Trade (9,519 peers)

Coverage in Washington

Carter Motors, Inc. 401(k) Plan covers 240 participants in Washington, about 16% of the average Washington filer (state average ~1,476 per filing). Assets: $9M.

#6,950
in Retail Trade (9,519 peers)
-10.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carter Motors, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Carter Motors, Inc. 401(k) Plan vs every filed plan by assets

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

$8,823,307 Top 38% higher than 62% 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

Carter Motors, Inc. 401(k) 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. Carter Motors, Inc. 401(k) Plan sits mid-pack in the medium band (240 participants).

Form 5500 schedule snapshot

Filing strip 910721708 · Carter Motors, Inc. PY 2022 · 401(k)

Carter Motors, Inc. 401(k) Plan · $9M · 240 · 62nd

  • 5500 $9M
  • ASSETS 240
  • PCT 62nd
  • EIN 401(k)
  • RANK near Valley Express LLC 401(k) and Profit Sharing Plan
  • PHOTO ind #6950

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 Washington →

Carter Motors, Inc. 401(k) Plan in the asset neighbourhood

Carter Motors, Inc. 401(k) PlanCarter Motors, Inc. 401(k) P…$9MValley Express LLC 401(k) and Profit Sharing PlanValley Express LLC 401(k) an…$9MJump Associates LLC 401(k) Profit Sharing Plan and TrustJump Associates LLC 401(k) P…$9MA.H. Beck Foundation Co., Inc. 401(k) Profit Sharing PlanA.H. Beck Foundation Co., In…$9MGravotech, Inc. Retirement Savings PlanGravotech, Inc. Retirement S…$9M
End-of-year total assets ($M) among Carter Motors, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN910721708
Plan Effective Date1995-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carter Motors, Inc.)

Sponsor-wide plan assets over time

All Carter Motors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 48.290635245945765% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.82M $13.1M ▲ +48.3%
Year Plans Participants Total Assets
2022 1 240 $9M
2023 1 261 $11M
2024 1 271 $13M

Nearby 401(k) Plans in Washington

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

Carter Motors, Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Carter Motors, Inc. 401(k) Plan, Total assets ($B): 0.008823307 · Participants: 240Carter Motors, Inc. 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Carter Motors, Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Carter Motors, Inc. 401(k) Plan side-by-side with 3 peers →

Carter Motors, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Valley Express LLC 401(k) and Profit Sharing Plan in WI ($9M); by covered participants it is Spinnaker 401(k) Plan in OH (240 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (240 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 Carter Motors, Inc. 401(k) Plan assets move in 2022? ▼
Carter Motors, Inc. 401(k) Plan pulled back noticeably - down 10.9% during 2022, from $10M to $9M. Reported net income was -$1M.
How have Carter Motors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carter Motors, Inc.'s sponsor-wide assets grew 48.3%, from $9M to $13M.
Which 401(k) plans are similar in size to Carter Motors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valley Express LLC 401(k) and Profit Sharing Plan in WI ($9M, 171 participants).
Which 401(k) plans cover a similar participant headcount to Carter Motors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spinnaker 401(k) Plan in OH (240 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 910721708.

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.