401(k) · DOL Form 5500 · 2022
Carisk Partners, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 128
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $25,945
- Avg per participant Low balance/head
Official DOL plan name: Carisk Partners, Inc. 401(k) Plan · Sponsored by Carisk Partners, Inc. · Florida · Finance & Insurance
$3M in assets, 128 participants
Carisk Partners, Inc.'s Carisk Partners, Inc. 401(k) Plan reported $3M in total assets and 128 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- #2,663 in Finance & Insurance (9,261 peers)
Coverage in Florida
Carisk Partners, Inc. 401(k) Plan covers 128 participants in Florida, about 20% of the average Florida filer (state average ~628 per filing). Assets: $3M.
- #2,663
- in Finance & Insurance (9,261 peers)
- +14.4%
- assets growth YoY
Carisk Partners, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Carisk Partners, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,321,005 42nd percentile higher than 42% 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
Carisk Partners, 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. Carisk Partners, Inc. 401(k) Plan sits mid-pack in the medium band (128 participants).
DOL schedule card
Filing strip 273766484 · Carisk Partners, Inc. PY 2022 · 401(k)
Carisk Partners, Inc. 401(k) Plan · $3M · 128 · 42nd
- BOY $3M
- SCH 128
- EBSA 42nd
- PART 401(k)
- TYPE near Attainx, Inc. 401(k) Plan
- NET ind #2663
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 Finance & Insurance retirement plans → · Plans in Florida →
Carisk Partners, Inc. 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $419K |
| Employer EIN | 273766484 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carisk Partners, Inc.)
Sponsor-wide plan assets over time
All Carisk Partners, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 95.62626373642918% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 128 | $3M |
| 2023 | 1 | 169 | $5M |
| 2024 | 1 | 164 | $6M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Carisk Partners, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Attainx, Inc. 401(k) Plan in VA ($3M); by covered participants it is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (128 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.