401(k) · DOL Form 5500 · 2022

Carnegie Dartlet, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
165
Participants Small participant base
62nd
Percentile by assets National rank
$53,355
Avg per participant Low balance/head
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Official DOL plan name: Carnegie Dartlet, LLC 401(k) Plan · Sponsored by Carnegie Dartlet, LLC · Massachusetts · Professional & Technical Services

$9M in assets, 165 participants

Carnegie Dartlet, LLC's Carnegie Dartlet, LLC 401(k) Plan reported $9M in total assets and 165 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #13,099 in Professional & Technical Services (21,562 peers)

Coverage in Massachusetts

Carnegie Dartlet, LLC 401(k) Plan covers 165 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $9M.

#13,099
in Professional & Technical Services (21,562 peers)
+4.5%
assets growth YoY

Carnegie Dartlet, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Carnegie Dartlet, LLC 401(k) Plan vs every filed plan by assets

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

$8,803,580 Top 38% higher than 62% 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

Carnegie Dartlet, LLC 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. Carnegie Dartlet, LLC 401(k) Plan sits mid-pack in the medium band (165 participants).

Plan-year Form 5500 strip

Filing strip 853168237 · Carnegie Dartlet, LLC PY 2022 · 401(k)

Carnegie Dartlet, LLC 401(k) Plan · $9M · 165 · 62nd

  • NET $9M
  • NET 165
  • NET 62nd
  • NET 401(k)
  • NET near Acertus 401(k) Plan
  • NET ind #13099

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 Massachusetts →

Carnegie Dartlet, LLC 401(k) Plan in the asset neighbourhood

Carnegie Dartlet, LLC 401(k) PlanCarnegie Dartlet, LLC 401(k)…$9MAcertus 401(k) Plan$9MAesseal, Inc. 401(k) Retirement PlanAesseal, Inc. 401(k) Retirem…$9MBill Wilson Center Retirement Plan IIIBill Wilson Center Retiremen…$9MWilliam Penn Bank 401(k) Retirement Savings PlanWilliam Penn Bank 401(k) Ret…$9M
End-of-year total assets ($M) among Carnegie Dartlet, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$378K
Employer EIN853168237
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carnegie Dartlet, LLC)

Sponsor-wide plan assets over time

All Carnegie Dartlet, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M 202220232024 $8.8M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 165 $9M
2023 1 196 $13M
2024 1 280 N/A

Nearby 401(k) Plans in Massachusetts

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

Carnegie Dartlet, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Carnegie Dartlet, LLC 401(k) Plan, Total assets ($B): 0.00880358 · Participants: 165Carnegie Dartlet, LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Carnegie Dartlet, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Carnegie Dartlet, LLC 401(k) Plan side-by-side with 3 peers →

Carnegie Dartlet, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Acertus 401(k) Plan in GA ($9M); by covered participants it is Ccg 401(k) Retirement Plan in TN (165 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Carnegie Dartlet, LLC 401(k) Plan assets move in 2022? ▼
Carnegie Dartlet, LLC 401(k) Plan edged up modestly - up 4.5% during 2022, from $8M to $9M. Reported net income was $378K.
Which 401(k) plans are similar in size to Carnegie Dartlet, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Acertus 401(k) Plan in GA ($9M, 672 participants).
Which 401(k) plans cover a similar participant headcount to Carnegie Dartlet, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ccg 401(k) Retirement Plan in TN (165 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 853168237.

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.