401(k) · DOL Form 5500 · 2023
Carter Management, Inc. 401(k) Plan
Data updated 2026-08-25
- $375K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $375,332
- Avg per participant High balance/head
Official DOL plan name: Carter Management Retirement Plan · Sponsored by Carter Management, Inc. · South Dakota · Food Services & Accommodation
$375K in assets, 1 participants
Carter Management, Inc.'s Carter Management Retirement Plan reported $375K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 16th 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.
- #1,583 in Food Services & Accommodation (3,828 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Carter Management Retirement Plan ranks #1,583 of 3,828 2023 filers by assets (5213% of the sector average)-$375K for 1 participant.
- #1,583
- in Food Services & Accommodation (3,828 peers)
- +14.0%
- assets growth YoY
Carter Management Retirement Plan among the smaller filed plans by assets
Carter Management Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$375,332 16th percentile higher than 16% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Carter Management Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carter Management Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carter Management Retirement Plan reported net income rose from -$61K in the plan year 2022 filing to $46K in the plan year 2023 filing.
- Carter Management Retirement Plan end-of-year assets rose from $329K in the plan year 2022 filing to $375K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 465383533 · Carter Management, Inc. PY 2023 · 401(k)
Carter Management Retirement Plan · $375K · 1 · 16th
- PART $375K
- TYPE 1
- NET 16th
- BOOK 401(k)
- VS-ST near Endgame, Inc. 401(k) Plan
- BOY ind #1583
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 Food Services & Accommodation retirement plans → · Plans in South Dakota →
Carter Management Retirement Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $329K |
|---|---|
| Net Assets (End of Year) | $375K |
| Net Income | $46K |
| Employer EIN | 465383533 |
| Plan Effective Date | 2014-04-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carter Management, Inc.)
Sponsor-wide plan assets over time
All Carter Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $401K 21.743964904392417% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $329K |
| 2023 | 1 | 1 | $375K |
| 2024 | 1 | 1 | $401K |
Nearby 401(k) Plans in South Dakota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Black Hills Corporation 401(k) Retirement Savings Plan $727M · 2,972
- Good Samaritan Society 401(k) Plan $254M · 12,894
- Daktronics, Inc. 401(k) Plan $235M · 2,254
- Poet 401(k) Plan $219M · 2,254
- Premier 401(k) Plan $216M · 1,913
Carter Management Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside South Dakota, the nearest 401(k) by assets is Endgame, Inc. 401(k) Plan in MN ($375K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($375K here).
- Endgame, Inc. 401(k) Plan (MN) $375K · 1
- 1650 Broadway Associates, Inc. 401(k) Plan (NY) $375K · 203
- Garibaldi Management Corporation 401(k) Plan (SC) $375K · 198
- Beach Vacation Management Corp 401(k) Profit Sharing Plan (GA) $376K · 1
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
- Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
- Armo 401(k) Trust (NJ) 1 · 0 off
- Provencio Enterprises Retirement Plan (TX) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.