401(k) · DOL Form 5500 · 2023

Kevin L. Carlton Dds, Ms, PA 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
34th
Percentile by assets National rank
$340,144
Avg per participant High balance/head
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Official DOL plan name: Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan · Sponsored by Kevin L. Carlton Dds, Ms, PA · Texas · Healthcare & Social Assistance

$3M in assets, 8 participants

Kevin L. Carlton Dds, Ms, PA's Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan reported $3M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,143 in Healthcare & Social Assistance (17,684 peers)

Kevin L. Carlton Dds, Ms, PA multi-year trail

Kevin L. Carlton Dds, Ms, PA's plans moved +29.4% in assets from 2022 to 2024; this filing shows Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan at $3M / 8 participants.

#6,143
in Healthcare & Social Assistance (17,684 peers)
+10.9%
assets growth YoY

Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,721,148 34th percentile higher than 34% 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

Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing 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. Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan reported net income rose from $30K in the plan year 2022 filing to $267K in the plan year 2023 filing.
  • Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan reported participants fell from 10 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 300005304 · Kevin L. Carlton Dds, Ms, PA PY 2023 · 401(k)

Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan · $3M · 8 · 34th

  • EOY $3M
  • EOY 8
  • EOY 34th
  • EOY 401(k)
  • EOY near Chemstation of South Carolina 401(k) Plan
  • EOY ind #6143

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan in the asset neighbourhood

Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing PlanKevin L. Carlton Dds, Ms, PA…$3MChemstation of South Carolina 401(k) PlanChemstation of South Carolin…$3MPreferred Employer Plan for Envios De Valores La Nacional CorpPreferred Employer Plan for …$3MRkg Associates, Inc. Profit Sharing 401(k) PlanRkg Associates, Inc. Profit …$3MReliable Paper, Inc. 401(k) PlanReliable Paper, Inc. 401(k) …$3M
End-of-year total assets ($M) among Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kevin L. Carlton Dds, Ms, PA multi-year asset trail

Sponsor-wide plan assets over time

All Kevin L. Carlton Dds, Ms, PA plans reported in each filing year

Latest sponsor-wide plan assets
$3M 29.442876688551866% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.45M $3.18M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 8 $3M
2024 1 10 $3M

Kevin L. Carlton Dds, Ms, PA filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$267K
Employer EIN300005304
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan, Total assets ($B): 0.002721148 · Participants: 8Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Chemstation of South Carolina 401(k) Plan in SC ($3M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan assets move in 2023? ▼
Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan grew at a solid clip - up 10.9% during 2023, from $2M to $3M. Reported net income was $267K.
How have Kevin L. Carlton Dds, Ms, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kevin L. Carlton Dds, Ms, PA's sponsor-wide assets grew 29.4%, from $2M to $3M.
Which 401(k) plans are similar in size to Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chemstation of South Carolina 401(k) Plan in SC ($3M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 300005304.

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.