401(k) · DOL Form 5500 · 2023
Carrthaxton Financial Group Ll 401(k) Plan
Data updated 2026-08-25
- $700K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $116,664
- Avg per participant Below avg balance/head
Official DOL plan name: Carrthaxton Financial Group Ll 401(k) Profit Sharing Plan & Trust · Sponsored by Carrthaxton Financial Group Ll · Massachusetts · Finance & Insurance
$700K in assets, 6 participants
Carrthaxton Financial Group Ll's Carrthaxton Financial Group Ll 401(k) Profit Sharing Plan & Trust reported $700K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #1,124 in Finance & Insurance (8,869 peers)
Carrthaxton Financial Group Ll multi-year trail
Carrthaxton Financial Group Ll's plans moved +58.6% in assets from 2022 to 2024; this filing shows Carrthaxton Financial Group Ll 401(k) Profit Sharing Plan & Trust at $700K / 6 participants.
- #1,124
- in Finance & Insurance (8,869 peers)
- +32.0%
- assets growth YoY
Carrthaxton Financial Group Ll 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Carrthaxton Financial Group Ll 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$699,983 21st percentile higher than 21% 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
Carrthaxton Financial Group Ll 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carrthaxton Financial Group Ll 401(k) Profit Sharing Plan & Trust is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carrthaxton Financial Group Ll 401(k) Profit Sharing Plan & Trust reported net income rose from -$355K in the plan year 2022 filing to $170K in the plan year 2023 filing.
- Carrthaxton Financial Group Ll 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $530K in the plan year 2022 filing to $700K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 463363813 · Carrthaxton Financial Group Ll PY 2023 · 401(k)
Carrthaxton Financial Group Ll 401(k) Profit Sharing Plan & Trust · $700K · 6 · 21st
- RANK $700K
- PHOTO 6
- IND 21st
- EOY 401(k)
- 5500 near Gwinnett Ctr for Oral & Maxill 401(k) Profit Sharing Plan & Trust
- ASSETS ind #1124
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 Finance & Insurance retirement plans → · Plans in Massachusetts →
Carrthaxton Financial Group Ll 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Carrthaxton Financial Group Ll multi-year asset trail
Sponsor-wide plan assets over time
All Carrthaxton Financial Group Ll plans reported in each filing year
- Latest sponsor-wide plan assets
- $841K 58.62383712049063% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $530K |
| 2023 | 1 | 6 | $700K |
| 2024 | 1 | 6 | $841K |
Carrthaxton Financial Group Ll filing trail (2023)
| Total Assets (Beginning of Year) | $530K |
|---|---|
| Net Assets (End of Year) | $700K |
| Net Income | $170K |
| Employer EIN | 463363813 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Carrthaxton Financial Group Ll 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Gwinnett Ctr for Oral & Maxill 401(k) Profit Sharing Plan & Trust in GA ($700K); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($700K here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.