401(k) · DOL Form 5500 · 2023

Caras & Shulman, PC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
21
Participants Small participant base
46th
Percentile by assets National rank
$264,242
Avg per participant High balance/head
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Official DOL plan name: Caras & Shulman, PC 401(k) Profit Sharing Plan · Sponsored by Caras & Shulman, PC · Massachusetts · Professional & Technical Services

$6M in assets, 21 participants

Caras & Shulman, PC's Caras & Shulman, PC 401(k) Profit Sharing Plan reported $6M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #9,010 in Professional & Technical Services (20,321 peers)

Caras & Shulman, PC multi-year trail

Caras & Shulman, PC's plans moved +43.5% in assets from 2022 to 2024; this filing shows Caras & Shulman, PC 401(k) Profit Sharing Plan at $6M / 21 participants.

#9,010
in Professional & Technical Services (20,321 peers)
+23.5%
assets growth YoY

Caras & Shulman, PC 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Caras & Shulman, PC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,549,090 46th percentile higher than 46% 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

Caras & Shulman, PC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caras & Shulman, PC 401(k) Profit Sharing Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caras & Shulman, PC 401(k) Profit Sharing Plan reported net income rose from -$533K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Caras & Shulman, PC 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Caras & Shulman, PC 401(k) Profit Sharing Plan reported participants fell from 22 in the plan year 2022 filing to 21 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042629080 · Caras & Shulman, PC PY 2023 · 401(k)

Caras & Shulman, PC 401(k) Profit Sharing Plan · $6M · 21 · 46th

  • BOY $6M
  • SCH 21
  • EBSA 46th
  • PART 401(k)
  • TYPE near Classic Home 401(k) Plan
  • NET ind #9010

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 Massachusetts →

Caras & Shulman, PC 401(k) Profit Sharing Plan in the asset neighbourhood

Caras & Shulman, PC 401(k) Profit Sharing PlanCaras & Shulman, PC 401(k) P…$6MClassic Home 401(k) Plan$6MPenteledata Ltd. Partnership 401(k) Salary Reduction PlanPenteledata Ltd. Partnership…$6MDrs. Kaugars and Miller, P. C. Retirement PlanDrs. Kaugars and Miller, P. …$6MJohn's Disposal Service, Inc. Savings & Retirement PlanJohn's Disposal Service, Inc…$6M
End-of-year total assets ($M) among Caras & Shulman, PC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Caras & Shulman, PC multi-year asset trail

Sponsor-wide plan assets over time

All Caras & Shulman, PC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 43.4732705011311% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.49M $6.45M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 22 $4M
2023 1 21 $6M
2024 1 20 $6M

Caras & Shulman, PC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN042629080
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Caras & Shulman, PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Caras & Shulman, PC 401(k) Profit Sharing Plan, Total assets ($B): 0.00554909 · Participants: 21Caras & Shulman, PC 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Caras & Shulman, PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Caras & Shulman, PC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Caras & Shulman, PC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Classic Home 401(k) Plan in CA ($6M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Caras & Shulman, PC 401(k) Profit Sharing Plan assets move in 2023? ▼
Caras & Shulman, PC 401(k) Profit Sharing Plan grew sharply - up 23.5% during 2023, from $4M to $6M. Reported net income was $1M.
How have Caras & Shulman, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caras & Shulman, PC's sponsor-wide assets grew 43.5%, from $4M to $6M.
Which 401(k) plans are similar in size to Caras & Shulman, PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Classic Home 401(k) Plan in CA ($6M, 266 participants).
Which 401(k) plans cover a similar participant headcount to Caras & Shulman, PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M 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 042629080.

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.