401(k) · DOL Form 5500 · 2022
Carlton Fields, P.a. 401(k) Plan
Data updated 2026-08-11
- $279M
- Total assets
- 655
- Participants
- 97th
- Percentile by assets
- $425,450
- Avg per participant
Official DOL plan name: Profit Sharing and 401(k) Plan for Employees of Carlton Fields · Sponsored by Carlton Fields, P.a. · Florida · Professional & Technical Services
$279M in assets, 655 participants
Carlton Fields, P.a.'s Profit Sharing and 401(k) Plan for Employees of Carlton Fields reported $279M in total assets and 655 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #21,028 in Professional & Technical Services (21,562 peers)
Where Profit Sharing and 401(k) Plan for Employees of Carlton Fields sits by assets
Profit Sharing and 401(k) Plan for Employees of Carlton Fields sits in the top 5% of all filed plans by assets, $279M for 655 participants (~$425,450/participant), down 8.4% in 2022.
- $279M
- total plan assets (2022 EOY)
- 655
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $425,450
- avg assets per participant
The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Profit Sharing and 401(k) Plan for Employees of Carlton Fields vs the 2022 asset distribution
By assets, Profit Sharing and 401(k) Plan for Employees of Carlton Fields outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $304M |
|---|---|
| Net Assets (End of Year) | $279M |
| Net Income | -$26M |
| Employer EIN | 591233896 |
| Plan Effective Date | 1969-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carlton Fields, P.a.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 655 | $279M |
| 2023 | 1 | 668 | $294M |
| 2024 | 1 | 679 | $316M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Profit Sharing and 401(k) Plan for Employees of Carlton Fields vs. nearby 401(k) plans in Florida, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Profit Sharing and 401(k) Plan for Employees of Carlton Fields by total assets, not by location.
- Pinterest 401(k) Plan (CA) $279M · 2,538
- Austin Advantage 401(k) Plan (TX) $279M · 6,893
- Precision Strip Retirement and Savings Plan (OH) $279M · 1,334
- Astec Industries, Inc. 401(k) Retirement Plan (TN) $278M · 3,093
Frequently Asked Questions
How did Profit Sharing and 401(k) Plan for Employees of Carlton Fields assets move in 2022? ▼
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Ways to act on Profit Sharing and 401(k) Plan for Employees of Carlton Fields's numbers.
- By total assets, Profit Sharing and 401(k) Plan for Employees of Carlton Fields ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- Carlton Fields, P.a.'s sponsor-wide assets have grown 13.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans