401(k) · DOL Form 5500 · 2023

Carter & Carter Enterprises 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
28th
Percentile by assets National rank
$236,267
Avg per participant Above avg balance/head
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Official DOL plan name: Carter & Carter Enterprises Inc. 401(k) Plan · Sponsored by Carter & Carter Enterprises · District of Columbia · Administrative & Support Services

$2M in assets, 7 participants

Carter & Carter Enterprises's Carter & Carter Enterprises Inc. 401(k) Plan reported $2M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,283 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Carter & Carter Enterprises Inc. 401(k) Plan ranks #2,283 of 4,372 2023 filers by assets (1745% of the sector average)-$2M for 7 participants.

#2,283
in Administrative & Support Services (4,372 peers)
+19.8%
assets growth YoY

Carter & Carter Enterprises Inc. 401(k) Plan among the smaller filed plans by assets

Carter & Carter Enterprises Inc. 401(k) Plan vs every filed plan by assets

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

$1,653,866 28th percentile higher than 28% 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

Carter & Carter Enterprises Inc. 401(k) 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 & Carter Enterprises Inc. 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carter & Carter Enterprises Inc. 401(k) Plan reported net income rose from -$368K in the plan year 2022 filing to $274K in the plan year 2023 filing.
  • Carter & Carter Enterprises Inc. 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Carter & Carter Enterprises Inc. 401(k) Plan reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 521243624 · Carter & Carter Enterprises PY 2023 · 401(k)

Carter & Carter Enterprises Inc. 401(k) Plan · $2M · 7 · 28th

  • PART $2M
  • PART 7
  • PART 28th
  • PART 401(k)
  • PART near Dkt Investments, Ltd. 401(k) Plan
  • PART ind #2283

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 Administrative & Support Services retirement plans → · Plans in District of Columbia →

Carter & Carter Enterprises Inc. 401(k) Plan in the asset neighbourhood

Carter & Carter Enterprises Inc. 401(k) PlanCarter & Carter Enterprises …$2MDkt Investments, Ltd. 401(k) PlanDkt Investments, Ltd. 401(k)…$2MTitan Brands, Inc. 401(k)$2MApothym Technologies Group, LLC 401(k) PlanApothym Technologies Group, …$2MTolko Industries (U.S.) Ltd. 401(k) PlanTolko Industries (U.S.) Ltd.…$2M
End-of-year total assets ($M) among Carter & Carter Enterprises Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$274K
Employer EIN521243624
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carter & Carter Enterprises)

Sponsor-wide plan assets over time

All Carter & Carter Enterprises plans reported in each filing year

Latest sponsor-wide plan assets
$2M 34.900407932586056% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.38M $1.86M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 7 $2M
2024 1 7 $2M

Nearby 401(k) Plans in District of Columbia

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

Carter & Carter Enterprises Inc. 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Carter & Carter Enterprises Inc. 401(k) Plan, Total assets ($B): 0.001653866 · Participants: 7Carter & Carter Enterprises Inc. 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Carter & Carter Enterprises Inc. 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Carter & Carter Enterprises Inc. 401(k) Plan side-by-side with 3 peers →

Carter & Carter Enterprises Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Dkt Investments, Ltd. 401(k) Plan in TX ($2M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). 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 (7 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 Carter & Carter Enterprises Inc. 401(k) Plan assets move in 2023? ▼
Carter & Carter Enterprises Inc. 401(k) Plan grew sharply - up 19.8% during 2023, from $1M to $2M. Reported net income was $274K.
How have Carter & Carter Enterprises plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carter & Carter Enterprises's sponsor-wide assets grew 34.9%, from $1M to $2M.
Which 401(k) plans are similar in size to Carter & Carter Enterprises Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dkt Investments, Ltd. 401(k) Plan in TX ($2M, 461 participants).
Which 401(k) plans cover a similar participant headcount to Carter & Carter Enterprises Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants, N/A 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 521243624.

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.