401(k) · DOL Form 5500 · 2023

Carteret Management Corporation 401(k) Plan

Data updated 2026-08-25

$370K
Total assets Small plan by assets
100
Participants Small participant base
15th
Percentile by assets National rank
$3,695
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carteret Management Corporation 401(k) Plan · Sponsored by Carteret Management Corporation · Florida · Arts, Entertainment & Recreation

$370K in assets, 100 participants

Carteret Management Corporation's Carteret Management Corporation 401(k) Plan reported $370K in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,053 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Florida

Carteret Management Corporation 401(k) Plan covers 100 participants in Florida, about 16% of the average Florida filer (state average ~628 per filing). Assets: $370K.

#1,053
in Arts, Entertainment & Recreation (2,945 peers)
-8.2%
assets change YoY

The plan reported a net loss of $37K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$369,532 15th percentile higher than 15% of 127,068 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 2023

Carteret Management Corporation 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carteret Management Corporation 401(k) Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carteret Management Corporation 401(k) Plan reported net income rose from -$68K in the plan year 2022 filing to -$37K in the plan year 2023 filing.
  • Carteret Management Corporation 401(k) Plan end-of-year assets fell from $665K in the plan year 2022 filing to $370K in the plan year 2023 filing.
  • Carteret Management Corporation 401(k) Plan reported participants fell from 126 in the plan year 2022 filing to 100 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 591348025 · Carteret Management Corporation PY 2023 · 401(k)

Carteret Management Corporation 401(k) Plan · $370K · 100 · 15th

  • BOOK $370K
  • BOOK 100
  • BOOK 15th
  • BOOK 401(k)
  • BOOK near Dog Distilling Company 401(k) Plan
  • BOOK ind #1053

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 Arts, Entertainment & Recreation retirement plans → · Plans in Florida →

Carteret Management Corporation 401(k) Plan in the asset neighbourhood

Carteret Management Corporation 401(k) PlanCarteret Management Corporat…$370KDog Distilling Company 401(k) PlanDog Distilling Company 401(k…$370KKgs417, LLC 401(k) Profit Sharing Plan & TrustKgs417, LLC 401(k) Profit Sh…$369KTims Agency Inc 401(k) Plan$369KJcceo Management, Inc. 401(k) PlanJcceo Management, Inc. 401(k…$370K
End-of-year total assets ($M) among Carteret Management Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$402K
Net Assets (End of Year)$352K
Net Income-$37K
Employer EIN591348025
Plan Effective Date2012-04-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Carteret Management Corporation)

Sponsor-wide plan assets over time

All Carteret Management Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 128.2174965915633% vs 2022
2023 filing year
$0.5M$1M$1.5M$2M 20222023 $0.67M $1.52M ▲ +126.9%
Year Plans Participants Total Assets
2022 1 126 $665K
2023 3 330 $2M

Nearby 401(k) Plans in Florida

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

Carteret Management Corporation 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Carteret Management Corporation 401(k) Plan, Total assets ($B): 0.000369532 · Participants: 100Carteret Management Corporation 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Carteret Management Corporation 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Carteret Management Corporation 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Dog Distilling Company 401(k) Plan in OH ($370K); by covered participants it is Tantara Transportation Corp. 401(k) Plan & Trust in IA (100 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($370K here).

Similar participant headcount

Nearest other-state filings by covered participants (100 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carteret Management Corporation 401(k) Plan assets move in 2023? ▼
Carteret Management Corporation 401(k) Plan pulled back noticeably - down 8.2% during 2023, from $402K to $370K. Reported net income was -$37K.
How have Carteret Management Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Carteret Management Corporation's sponsor-wide assets grew 128.2%, from $665K to $2M.
Where does Carteret Management Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Carteret Management Corporation 401(k) Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Carteret Management Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dog Distilling Company 401(k) Plan in OH ($370K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Carteret Management Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tantara Transportation Corp. 401(k) Plan & Trust in IA (100 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 591348025.

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.