401(k) · DOL Form 5500 · 2023
Carroll Property Management, Inc 401(k) Plan
Data updated 2026-08-25
- $234K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $116,833
- Avg per participant Below avg balance/head
Official DOL plan name: Carroll Property Management Retirement Plan · Sponsored by Carroll Property Management, Inc · Michigan · Real Estate
$234K in assets, 2 participants
Carroll Property Management, Inc's Carroll Property Management Retirement Plan reported $234K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.
- #866 in Real Estate (4,727 peers)
Carroll Property Management, Inc multi-year trail
Carroll Property Management, Inc's plans moved +90.0% in assets from 2022 to 2024; this filing shows Carroll Property Management Retirement Plan at $234K / 2 participants.
- #866
- in Real Estate (4,727 peers)
- +81.0%
- assets growth YoY
Carroll Property Management Retirement Plan among the smaller filed plans by assets
Carroll Property Management Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$233,665 12th percentile higher than 12% 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
Carroll Property 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. Carroll Property Management Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carroll Property Management Retirement Plan reported net income rose from -$2K in the plan year 2022 filing to $105K in the plan year 2023 filing.
- Carroll Property Management Retirement Plan end-of-year assets rose from $129K in the plan year 2022 filing to $234K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 833510906 · Carroll Property Management, Inc PY 2023 · 401(k)
Carroll Property Management Retirement Plan · $234K · 2 · 12th
- EOY $234K
- EOY 2
- EOY 12th
- EOY 401(k)
- EOY near Costamaria International Services Corporation 401(k) Profit Sharing Plan
- EOY ind #866
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 Real Estate retirement plans → · Plans in Michigan →
Carroll Property Management Retirement Plan in the asset neighbourhood
Carroll Property Management, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Carroll Property Management, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $245K 89.96196717248004% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $129K |
| 2023 | 1 | 2 | $234K |
| 2024 | 1 | 2 | $245K |
Carroll Property Management, Inc filing trail (2023)
| Total Assets (Beginning of Year) | $129K |
|---|---|
| Net Assets (End of Year) | $234K |
| Net Income | $105K |
| Employer EIN | 833510906 |
| Plan Effective Date | 2019-02-11 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Carroll Property Management Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Costamaria International Services Corporation 401(k) Profit Sharing Plan in FL ($234K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($234K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.