401(k) · DOL Form 5500 · 2022

Carriage Funeral Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
2,724
Participants Above avg headcount
91st
Percentile by assets National rank
$28,741
Avg per participant Low balance/head
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Official DOL plan name: Carriage Services 401(k) Plan · Sponsored by Carriage Funeral Holdings, Inc. · Texas · Other Services

$78M in assets, 2,724 participants

Carriage Funeral Holdings, Inc.'s Carriage Services 401(k) Plan reported $78M in total assets and 2,724 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #8,116 in Other Services (8,398 peers)

Coverage in Texas

Carriage Services 401(k) Plan covers 2,724 participants in Texas, 4.0x the typical Texas plan (state average ~688 per filing). Assets: $78M.

#8,116
in Other Services (8,398 peers)
-13.6%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carriage Services 401(k) Plan's outsized position by total assets

Carriage Services 401(k) Plan vs every filed plan by assets

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

$78,289,957 Top 9% higher than 91% 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

Carriage Services 401(k) Plan'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. Carriage Services 401(k) Plan lands in the large band (2,724 participants).

Plan-year Form 5500 strip

Filing strip 760339922 · Carriage Funeral Holdings, Inc. PY 2022 · 401(k)

Carriage Services 401(k) Plan · $78M · 2,724 · 91st

  • PHOTO $78M
  • IND 2,724
  • EOY 91st
  • 5500 401(k)
  • ASSETS near Wcm Industries, Inc. Employee Savings and Investment Plan
  • PCT ind #8116

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 Other Services retirement plans → · Plans in Texas →

Carriage Services 401(k) Plan in the asset neighbourhood

Colonial Williamsburg Tax Deferred Savings PlanColonial Williamsburg Tax De…$78MCarriage Services 401(k) Plan$78MWcm Industries, Inc. Employee Savings and Investment PlanWcm Industries, Inc. Employe…$78MSelectquote Retirement Plan$78MMichigan Sugar Company 401(k) Savings PlanMichigan Sugar Company 401(k…$78M
End-of-year total assets ($M) among Carriage Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$78M
Net Income-$12M
Employer EIN760339922
Plan Effective Date1993-03-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Carriage Funeral Holdings, Inc.)

Sponsor-wide plan assets over time

All Carriage Funeral Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$99M 26.375412366109742% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $78.3M $98.9M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 2,724 $78M
2023 1 2,543 $91M
2024 1 2,407 $99M

Nearby 401(k) Plans in Texas

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

Carriage Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Carriage Services 401(k) Plan, Total assets ($B): 0.078289957 · Participants: 2724Carriage Services 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Carriage Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Carriage Services 401(k) Plan side-by-side with 3 peers →

Carriage Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Wcm Industries, Inc. Employee Savings and Investment Plan in CO ($78M); by covered participants it is Caremount Health Solutions Incentive Savings and Profit Sharing Plan in MN (2,724 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,724 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 Carriage Services 401(k) Plan assets move in 2022? ▼
Carriage Services 401(k) Plan pulled back noticeably - down 13.6% during 2022, from $91M to $78M. Reported net income was -$12M.
How have Carriage Funeral Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carriage Funeral Holdings, Inc.'s sponsor-wide assets grew 26.4%, from $78M to $99M.
Where does Carriage Services 401(k) Plan rank by assets among Form 5500 filers? ▼
Carriage Services 401(k) Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Carriage Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wcm Industries, Inc. Employee Savings and Investment Plan in CO ($78M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Carriage Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Caremount Health Solutions Incentive Savings and Profit Sharing Plan in MN (2,724 participants, $522M 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 760339922.

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.