Profit Sharing · DOL Form 5500 · 2023
Carolina Management Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $2.2M
- Avg per participant High balance/head
Official DOL plan name: Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico · Sponsored by Carolina Management Inc. · Illinois · Professional & Technical Services
$2M in assets, 1 participants
Carolina Management Inc.'s Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,637 in Professional & Technical Services (20,321 peers)
Carolina Management Inc. multi-year trail
Carolina Management Inc.'s plans moved -14.9% in assets from 2022 to 2024; this filing shows Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico at $2M / 1 participant.
- #5,637
- in Professional & Technical Services (20,321 peers)
- -7.9%
- assets change YoY
The plan reported a net loss of $190K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico among the smaller filed plans by assets
Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,207,024 32nd percentile higher than 32% 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
Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico reported net income rose from -$634K in the plan year 2022 filing to -$190K in the plan year 2023 filing.
- Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 366114427 · Carolina Management Inc. PY 2023 · Profit Sharing
Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico · $2M · 1 · 32nd
- PHOTO $2M
- PHOTO 1
- PHOTO 32nd
- PHOTO Profit Sharing
- PHOTO near Lochte Insurance Agency, Inc. Profit Sharing Plan
- PHOTO ind #5637
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 Illinois →
Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico in the asset neighbourhood
Carolina Management Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Carolina Management Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 14.87375128839049% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $2M |
| 2024 | 1 | 1 | $2M |
Carolina Management Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$190K |
| Employer EIN | 366114427 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.5B · 18,524
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.2B · 23,108
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.7B · 4,366
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.8B · 16,214
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.2B · 15,604
Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Lochte Insurance Agency, Inc. Profit Sharing Plan in TX ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.