401(k) · DOL Form 5500 · 2022

Carlton Fields, P.a. 401(k) Plan

Data updated 2026-08-25

$279M
Total assets Near avg plan size
655
Participants Below avg headcount
97th
Percentile by assets National rank
$425,450
Avg per participant High balance/head
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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.

  • #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.

#21,028
in Professional & Technical Services (21,562 peers)
-8.4%
assets change YoY
2.8×
vs typical plan assets (national mean)

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's outsized position by total assets

Profit Sharing and 401(k) Plan for Employees of Carlton Fields vs every filed plan by assets

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

$278,669,529 Top 3% higher than 97% 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

Profit Sharing and 401(k) Plan for Employees of Carlton Fields 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. Profit Sharing and 401(k) Plan for Employees of Carlton Fields sits mid-pack in the medium band (655 participants).

DOL schedule card

Filing strip 591233896 · Carlton Fields, P.a. PY 2022 · 401(k)

Profit Sharing and 401(k) Plan for Employees of Carlton Fields · $279M · 655 · 97th

  • EIN $279M
  • EIN 655
  • EIN 97th
  • EIN 401(k)
  • EIN near Pinterest 401(k) Plan
  • EIN ind #21028

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 Professional & Technical Services retirement plans → · Plans in Florida →

Profit Sharing and 401(k) Plan for Employees of Carlton Fields in the asset neighbourhood

Precision Strip Retirement and Savings PlanPrecision Strip Retirement a…$279MProfit Sharing and 401(k) Plan for Employees of Carlton FieldsProfit Sharing and 401(k) Pl…$279MPinterest 401(k) Plan$279MAustin Advantage 401(k) Plan$279MAstec Industries, Inc. 401(k) Retirement PlanAstec Industries, Inc. 401(k…$278M
End-of-year total assets ($M) among Profit Sharing and 401(k) Plan for Employees of Carlton Fields and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$304M
Net Assets (End of Year)$279M
Net Income-$26M
Employer EIN591233896
Plan Effective Date1969-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlton Fields, P.a.)

Sponsor-wide plan assets over time

All Carlton Fields, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$316M 13.280584760309406% vs 2022
2024 filing year
$260M$280M$300M$320M 202220232024 $279M $316M ▲ +13.3%
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 Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Profit Sharing and 401(k) Plan for Employees of Carlton Fields, Total assets ($B): 0.278669529 · Participants: 655Profit Sharing and 401(k) Plan for Employees of Carlton FieldsL3harris 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
Profit Sharing and 401(k) Plan for Employees of Carlton Fields vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Profit Sharing and 401(k) Plan for Employees of Carlton Fields side-by-side with 3 peers →

Profit Sharing and 401(k) Plan for Employees of Carlton Fields's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Pinterest 401(k) Plan in CA ($279M); by covered participants it is Waterstone Mortgage 401(k) Plan in WI (655 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($279M here).

Similar participant headcount

Nearest other-state filings by covered participants (655 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 Profit Sharing and 401(k) Plan for Employees of Carlton Fields assets move in 2022? ▼
Profit Sharing and 401(k) Plan for Employees of Carlton Fields pulled back noticeably - down 8.4% during 2022, from $304M to $279M. Reported net income was -$26M.
How have Carlton Fields, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlton Fields, P.a.'s sponsor-wide assets grew 13.3%, from $279M to $316M.
Where does Profit Sharing and 401(k) Plan for Employees of Carlton Fields rank by assets among Form 5500 filers? ▼
Profit Sharing and 401(k) Plan for Employees of Carlton Fields ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Profit Sharing and 401(k) Plan for Employees of Carlton Fields? ▼
Among 401(k) plans in other states, the closest by assets is Pinterest 401(k) Plan in CA ($279M, 2,538 participants).
Which 401(k) plans cover a similar participant headcount to Profit Sharing and 401(k) Plan for Employees of Carlton Fields? ▼
Among 401(k) plans in other states, the closest by covered participants is Waterstone Mortgage 401(k) Plan in WI (655 participants, $36M 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 591233896.

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.