401(k) · DOL Form 5500 · 2023

Carroll Family Enterprises Inc. 401(k) Plan

Data updated 2026-08-25

$860K
Total assets Small plan by assets: 1
Participants Small participant base: 22nd
Percentile by assets National rank: $860,000
Avg per participant High balance/head

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Official DOL plan name: Carroll Family Enterprises Inc. 401(k) Plan · Sponsored by Carroll Family Enterprises Inc. · Idaho · Utilities

$860K in assets, 1 participants

Carroll Family Enterprises Inc.'s Carroll Family Enterprises Inc. 401(k) Plan reported $860K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

#39 in Utilities (721 peers)

What the 2023 filing shows

Carroll Family Enterprises Inc. 401(k) Plan holds $860K for 1 participant - about $860,000 per participant, among the smaller plans by assets on file.

#39
in Utilities (721 peers): +0.0%
assets growth YoY

Carroll Family Enterprises Inc. 401(k) Plan among the smaller filed plans by assets

Carroll Family Enterprises Inc. 401(k) Plan vs every filed plan by assets

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

$860,000 22nd percentile higher than 22% 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 Family 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. Carroll Family Enterprises Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Published 5500 schedule card

Filing strip 874551951 · Carroll Family Enterprises Inc. PY 2023 · 401(k)

Carroll Family Enterprises Inc. 401(k) Plan · $860K · 1 · 22nd

SCH $860K
EBSA 1
PART 22nd
TYPE 401(k)
NET near Precision Turning Specialties Inc. 401(k) Plan
BOOK ind #39

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 Utilities retirement plans → · Plans in Idaho →

End-of-year total assets ($M) among Carroll Family Enterprises Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$860K
Net Assets (End of Year)	$860K
Employer EIN	874551951
Plan Effective Date	2022-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Carroll Family Enterprises Inc.)

Latest sponsor-wide plan assets: $860K 0% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$860K
2023	1	1	$860K
2024	1	1	$860K

Nearby 401(k) Plans in Idaho

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

Carroll Family Enterprises Inc. 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants

Micron Technology Inc. Retirement at Micron (Ram) Plan $3.2B · 9,865
Idaho National Laboratory Employee Investment Plan $2.3B · 6,419
Simplot Retirement Savings Plan $1.4B · 8,746
Idaho Power Company Employee Savings Plan $794M · 2,089
Boise Cascade Company Savings Plan $656M · 3,476

Compare Carroll Family Enterprises Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Idaho, the nearest 401(k) by assets is Precision Turning Specialties Inc. 401(k) Plan in TN ($860K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($860K here).

Precision Turning Specialties Inc. 401(k) Plan (TN) $860K · 27
James F. Brine, Inc. 401(k) Plan (MA) $860K · 15
Good Care Agency 401(k) Plan (NY) $860K · 1,558
Bediso Inc. 401(k) Plan (AR) $860K · 7

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
Armo 401(k) Trust (NJ) 1 · 0 off
Provencio Enterprises Retirement Plan (TX) 1 · 0 off

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 Carroll Family Enterprises Inc. 401(k) Plan assets move in 2023? ▼

Carroll Family Enterprises Inc. 401(k) Plan held essentially flat - up 0.0% during 2023, from $860K to $860K.

How have Carroll Family Enterprises Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Carroll Family Enterprises Inc.'s sponsor-wide assets grew 0.0%, from $860K to $860K.

Where does Carroll Family Enterprises Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Carroll Family Enterprises Inc. 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Carroll Family Enterprises Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Precision Turning Specialties Inc. 401(k) Plan in TN ($860K, 27 participants).

Which 401(k) plans cover a similar participant headcount to Carroll Family Enterprises Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 874551951.