401(k) · DOL Form 5500 · 2022

Carter Healthcare,LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
368
Participants Below avg headcount
67th
Percentile by assets National rank
$30,178
Avg per participant Low balance/head
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Official DOL plan name: Carter Healthcare, LLC 401(k) and Profit Sharing Plan · Sponsored by Carter Healthcare,LLC · Oklahoma · Healthcare & Social Assistance

$11M in assets, 368 participants

Carter Healthcare,LLC's Carter Healthcare, LLC 401(k) and Profit Sharing Plan reported $11M in total assets and 368 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #14,477 in Healthcare & Social Assistance (20,060 peers)

Coverage in Oklahoma

Carter Healthcare, LLC 401(k) and Profit Sharing Plan covers 368 participants in Oklahoma, about 48% of the average Oklahoma filer (state average ~760 per filing). Assets: $11M.

#14,477
in Healthcare & Social Assistance (20,060 peers)
-31.0%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carter Healthcare, LLC 401(k) and Profit Sharing Plan's outsized position by total assets

Carter Healthcare, LLC 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$11,105,669 Top 33% higher than 67% 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 Healthcare, LLC 401(k) and Profit Sharing 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 Healthcare, LLC 401(k) and Profit Sharing Plan sits mid-pack in the medium band (368 participants).

Form 5500 schedule snapshot

Filing strip 731443438 · Carter Healthcare,LLC PY 2022 · 401(k)

Carter Healthcare, LLC 401(k) and Profit Sharing Plan · $11M · 368 · 67th

  • PHOTO $11M
  • IND 368
  • EOY 67th
  • 5500 401(k)
  • ASSETS near Secrest Wardle 401(k) Profit Sharing Plan
  • PCT ind #14477

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 Healthcare & Social Assistance retirement plans → · Plans in Oklahoma →

Carter Healthcare, LLC 401(k) and Profit Sharing Plan in the asset neighbourhood

Carter Healthcare, LLC 401(k) and Profit Sharing PlanCarter Healthcare, LLC 401(k…$11MSecrest Wardle 401(k) Profit Sharing PlanSecrest Wardle 401(k) Profit…$11MGenerant Company, Inc. 401(k) Profit Sharing Plan and TrustGenerant Company, Inc. 401(k…$11MLasher Auto Group 401(k) Profit Sharing PlanLasher Auto Group 401(k) Pro…$11MExtell Development Company 401(k) PlanExtell Development Company 4…$11M
End-of-year total assets ($M) among Carter Healthcare, LLC 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$11M
Net Income-$5M
Employer EIN731443438
Plan Effective Date1993-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carter Healthcare,LLC)

Sponsor-wide plan assets over time

All Carter Healthcare,LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 1.6331208862788906% vs 2022
2024 filing year
$10.8M$11M$11.2M$11.4M$11.6M$11.8M 202220232024 $11.1M $10.9M ▼ -1.7%
Year Plans Participants Total Assets
2022 1 368 $11M
2023 1 259 $12M
2024 1 241 $11M

Nearby 401(k) Plans in Oklahoma

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

Carter Healthcare, LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Carter Healthcare, LLC 401(k) and Profit Sharing Plan, Total assets ($B): 0.011105669 · Participants: 368Carter Healthcare, LLC 401(k) and Profit Sharing PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 3.683382046 · Participants: 10862Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.385802682 · Participants: 4848The Williams Investment Plus PlanBok Financial 401(k) Plan, Total assets ($B): 0.917245856 · Participants: 4683Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.791750265 · Participants: 1642Devon Energy Corporation Incentive Savings PlanOne Gas, Inc. 401(k) Plan, Total assets ($B): 0.774155 · Participants: 3586One Gas, Inc. 401(k) Plan
Carter Healthcare, LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Carter Healthcare, LLC 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Carter Healthcare, LLC 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Secrest Wardle 401(k) Profit Sharing Plan in MI ($11M); by covered participants it is Afa Protective Systems, Inc. Savings Plan in NY (368 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (368 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 Healthcare, LLC 401(k) and Profit Sharing Plan assets move in 2022? ▼
Carter Healthcare, LLC 401(k) and Profit Sharing Plan contracted severely - down 31.0% during 2022, from $16M to $11M. Reported net income was -$5M.
How have Carter Healthcare,LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carter Healthcare,LLC's sponsor-wide assets declined 1.6%, from $11M to $11M.
Which 401(k) plans are similar in size to Carter Healthcare, LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Secrest Wardle 401(k) Profit Sharing Plan in MI ($11M, 165 participants).
Which 401(k) plans cover a similar participant headcount to Carter Healthcare, LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Afa Protective Systems, Inc. Savings Plan in NY (368 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 731443438.

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.