401(k) · DOL Form 5500 · 2023

Paulette Carter Design, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
8
Participants Small participant base
44th
Percentile by assets National rank
$616,280
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Paulette Carter Design Retirement Plan · Sponsored by Paulette Carter Design, Inc. · Oregon · Professional & Technical Services

$5M in assets, 8 participants

Paulette Carter Design, Inc.'s Paulette Carter Design Retirement Plan reported $5M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,506 in Professional & Technical Services (20,321 peers)

Paulette Carter Design, Inc. multi-year trail

Paulette Carter Design, Inc.'s plans moved +47.4% in assets from 2022 to 2024; this filing shows Paulette Carter Design Retirement Plan at $5M / 8 participants.

#8,506
in Professional & Technical Services (20,321 peers)
+23.1%
assets growth YoY

Paulette Carter Design Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Paulette Carter Design Retirement Plan vs every filed plan by assets

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

$4,930,243 44th percentile higher than 44% 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

Paulette Carter Design 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. Paulette Carter Design Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Paulette Carter Design Retirement Plan reported net income rose from -$724K in the plan year 2022 filing to $926K in the plan year 2023 filing.
  • Paulette Carter Design Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 931309134 · Paulette Carter Design, Inc. PY 2023 · 401(k)

Paulette Carter Design Retirement Plan · $5M · 8 · 44th

  • VS-ST $5M
  • BOY 8
  • SCH 44th
  • EBSA 401(k)
  • PART near Northwest Real Estate Capital Corp. 401(k) Plan
  • TYPE ind #8506

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 Oregon →

Paulette Carter Design Retirement Plan in the asset neighbourhood

Paulette Carter Design Retirement PlanPaulette Carter Design Retir…$5MNorthwest Real Estate Capital Corp. 401(k) PlanNorthwest Real Estate Capita…$5MMills Group, Inc. 401(k) Plan$5MThe Mercatalyst 401(k) Plan$5MSpring Hills LLC 401(k) Plan$5M
End-of-year total assets ($M) among Paulette Carter Design Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Paulette Carter Design, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Paulette Carter Design, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 47.40047201028933% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4M $5.9M ▲ +47.5%
Year Plans Participants Total Assets
2022 1 8 $4M
2023 1 8 $5M
2024 1 9 $6M

Paulette Carter Design, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$926K
Employer EIN931309134
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Paulette Carter Design Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Paulette Carter Design Retirement Plan, Total assets ($B): 0.004930243 · Participants: 8Paulette Carter Design Retirement Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Paulette Carter Design Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Paulette Carter Design Retirement Plan side-by-side with 3 peers →

Paulette Carter Design Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Northwest Real Estate Capital Corp. 401(k) Plan in ID ($5M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Paulette Carter Design Retirement Plan assets move in 2023? ▼
Paulette Carter Design Retirement Plan grew sharply - up 23.1% during 2023, from $4M to $5M. Reported net income was $926K.
How have Paulette Carter Design, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paulette Carter Design, Inc.'s sponsor-wide assets grew 47.4%, from $4M to $6M.
Which 401(k) plans are similar in size to Paulette Carter Design Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northwest Real Estate Capital Corp. 401(k) Plan in ID ($5M, 273 participants).
Which 401(k) plans cover a similar participant headcount to Paulette Carter Design Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 931309134.

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.