401(k) · DOL Form 5500 · 2022

Carroll Distributing Company 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
110
Participants Small participant base
68th
Percentile by assets National rank
$103,881
Avg per participant Below avg balance/head
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Official DOL plan name: Carroll Distributing Company Employee Benefit Plan · Sponsored by Carroll Distributing Company · Florida · Wholesale Trade

$11M in assets, 110 participants

Carroll Distributing Company's Carroll Distributing Company Employee Benefit Plan reported $11M in total assets and 110 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,163 in Wholesale Trade (6,843 peers)

Coverage in Florida

Carroll Distributing Company Employee Benefit Plan covers 110 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $11M.

#4,163
in Wholesale Trade (6,843 peers)
-19.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carroll Distributing Company Employee Benefit Plan's outsized position by total assets

Carroll Distributing Company Employee Benefit Plan vs every filed plan by assets

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

$11,426,924 Top 32% higher than 68% 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

Carroll Distributing Company Employee Benefit 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. Carroll Distributing Company Employee Benefit Plan sits mid-pack in the medium band (110 participants).

Form 5500 schedule snapshot

Filing strip 591026900 · Carroll Distributing Company PY 2022 · 401(k)

Carroll Distributing Company Employee Benefit Plan · $11M · 110 · 68th

  • VS-ST $11M
  • VS-ST 110
  • VS-ST 68th
  • VS-ST 401(k)
  • VS-ST near Williams Lumber Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #4163

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 Wholesale Trade retirement plans → · Plans in Florida →

Carroll Distributing Company Employee Benefit Plan in the asset neighbourhood

Carroll Distributing Company Employee Benefit PlanCarroll Distributing Company…$11MWilliams Lumber Inc. 401(k) Profit Sharing PlanWilliams Lumber Inc. 401(k) …$11MGorilla Circuits 401(k) Plan$11MNeurosurgical Associates, LLC Retirement PlanNeurosurgical Associates, LL…$11M3pillar Global, Inc. 401(k) Profit Sharing Plan3pillar Global, Inc. 401(k) …$11M
End-of-year total assets ($M) among Carroll Distributing Company Employee Benefit Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN591026900
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carroll Distributing Company)

Sponsor-wide plan assets over time

All Carroll Distributing Company plans reported in each filing year

Latest sponsor-wide plan assets
$13M 11.83693879472726% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M$13M 202220232024 $11.4M $12.8M ▲ +11.8%
Year Plans Participants Total Assets
2022 1 110 $11M
2023 1 108 $12M
2024 1 114 $13M

Nearby 401(k) Plans in Florida

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

Carroll Distributing Company Employee Benefit Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Carroll Distributing Company Employee Benefit Plan, Total assets ($B): 0.011426924 · Participants: 110Carroll Distributing Company Employee Benefit PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Carroll Distributing Company Employee Benefit Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Carroll Distributing Company Employee Benefit Plan side-by-side with 3 peers →

Carroll Distributing Company Employee Benefit Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Williams Lumber Inc. 401(k) Profit Sharing Plan in NY ($11M); by covered participants it is Mahajan Therapeutics, Llc401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Carroll Distributing Company Employee Benefit Plan assets move in 2022? ▼
Carroll Distributing Company Employee Benefit Plan declined sharply - down 19.9% during 2022, from $14M to $11M. Reported net income was -$3M.
How have Carroll Distributing Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carroll Distributing Company's sponsor-wide assets grew 11.8%, from $11M to $13M.
Which 401(k) plans are similar in size to Carroll Distributing Company Employee Benefit Plan? ▼
Among 401(k) plans in other states, the closest by assets is Williams Lumber Inc. 401(k) Profit Sharing Plan in NY ($11M, 261 participants).
Which 401(k) plans cover a similar participant headcount to Carroll Distributing Company Employee Benefit Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mahajan Therapeutics, Llc401(k) Plan in OH (110 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 591026900.

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.