401(k) · DOL Form 5500 · 2022

Carriage Management, LLC 401(k) Plan

Data updated 2026-08-25

$963K
Total assets Small plan by assets
235
Participants Below avg headcount
25th
Percentile by assets National rank
$4,097
Avg per participant Low balance/head
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Official DOL plan name: Carriage Management 401(k) Plan · Sponsored by Carriage Management, LLC · Georgia · Retail Trade

$963K in assets, 235 participants

Carriage Management, LLC's Carriage Management 401(k) Plan reported $963K in total assets and 235 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,291 in Retail Trade (9,519 peers)

Coverage in Georgia

Carriage Management 401(k) Plan covers 235 participants in Georgia, about 21% of the average Georgia filer (state average ~1,096 per filing). Assets: $963K.

#3,291
in Retail Trade (9,519 peers)
+1.5%
assets growth YoY

Carriage Management 401(k) Plan among the smaller filed plans by assets

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

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

$962,821 25th percentile higher than 25% 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 Management 401(k) 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. Carriage Management 401(k) Plan sits mid-pack in the medium band (235 participants).

EBSA filing schedule strip

Filing strip 821259090 · Carriage Management, LLC PY 2022 · 401(k)

Carriage Management 401(k) Plan · $963K · 235 · 25th

  • ASSETS $963K
  • ASSETS 235
  • ASSETS 25th
  • ASSETS 401(k)
  • ASSETS near Benson Municipal and Industrial Equipment Corporation 401(k) Plan
  • ASSETS ind #3291

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 Retail Trade retirement plans → · Plans in Georgia →

Carriage Management 401(k) Plan in the asset neighbourhood

Carriage Management 401(k) PlanCarriage Management 401(k) P…$963KBenson Municipal and Industrial Equipment Corporation 401(k) PlanBenson Municipal and Industr…$963KPeerless Holding Group 401(k) Retirement PlanPeerless Holding Group 401(k…$963KLifestyle Home Services 401(k) PlanLifestyle Home Services 401(…$963KDB Capital, Inc. 401(k) Plan$963K
End-of-year total assets ($M) among Carriage Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$949K
Net Assets (End of Year)$963K
Net Income$14K
Employer EIN821259090
Plan Effective Date2017-09-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Carriage Management, LLC)

Sponsor-wide plan assets over time

All Carriage Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 54.22877149542854% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.96M $1.48M ▲ +54.2%
Year Plans Participants Total Assets
2022 1 235 $963K
2023 1 145 $1M
2024 1 127 $1M

Nearby 401(k) Plans in Georgia

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

Carriage Management 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Carriage Management 401(k) Plan, Total assets ($B): 0.000962821 · Participants: 235Carriage Management 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Carriage Management 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Carriage Management 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Benson Municipal and Industrial Equipment Corporation 401(k) Plan in MN ($963K); by covered participants it is Pinterest 401(k) Plan in CA (235 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (235 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 Management 401(k) Plan assets move in 2022? ▼
Carriage Management 401(k) Plan edged up modestly - up 1.5% during 2022, from $949K to $963K. Reported net income was $14K.
How have Carriage Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carriage Management, LLC's sponsor-wide assets grew 54.2%, from $963K to $1M.
Where does Carriage Management 401(k) Plan rank by assets among Form 5500 filers? ▼
Carriage Management 401(k) Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Carriage Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Benson Municipal and Industrial Equipment Corporation 401(k) Plan in MN ($963K, 9 participants).
Which 401(k) plans cover a similar participant headcount to Carriage Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pinterest 401(k) Plan in CA (235 participants, $5M 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 821259090.

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.