401(k) · DOL Form 5500 · 2023

Joseph P. Carrara & Sons Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
97
Participants Small participant base
70th
Percentile by assets National rank
$182,152
Avg per participant Above avg balance/head
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Official DOL plan name: Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan · Sponsored by Joseph P. Carrara & Sons Inc. · Vermont · Manufacturing

$18M in assets, 97 participants

Joseph P. Carrara & Sons Inc.'s Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan reported $18M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #11,154 in Manufacturing (18,722 peers)

Joseph P. Carrara & Sons Inc. multi-year trail

Joseph P. Carrara & Sons Inc.'s plans moved +19.2% in assets from 2022 to 2024; this filing shows Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan at $18M / 97 participants.

#11,154
in Manufacturing (18,722 peers)
+4.5%
assets growth YoY

Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan's outsized position by total assets

Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$17,668,702 Top 30% higher than 70% 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

Joseph P. Carrara & Sons Inc. 401(k) and 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. Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $761K in the plan year 2023 filing.
  • Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan reported participants fell from 112 in the plan year 2022 filing to 97 in the plan year 2023 filing.
  • Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 030212647 · Joseph P. Carrara & Sons Inc. PY 2023 · 401(k)

Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan · $18M · 97 · 70th

  • EIN $18M
  • EIN 97
  • EIN 70th
  • EIN 401(k)
  • EIN near Lexitas 401(k) Plan
  • EIN ind #11154

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 Manufacturing retirement plans → · Plans in Vermont →

Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing PlanJoseph P. Carrara & Sons Inc…$18MLexitas 401(k) Plan$18MThe Bazooka 401(k) Savings and Investment PlanThe Bazooka 401(k) Savings a…$18MFisher & Paykel Appliances USA Holdings Inc. Retirement Savings PlanFisher & Paykel Appliances U…$18MTechstars 401(k) Plan$18M
End-of-year total assets ($M) among Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Joseph P. Carrara & Sons Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Joseph P. Carrara & Sons Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 19.185674493240775% vs 2022
2024 filing year
$16M$17M$18M$19M$20M$21M 202220232024 $16.9M $20.2M ▲ +19.2%
Year Plans Participants Total Assets
2022 1 112 $17M
2023 1 97 $18M
2024 1 98 $20M

Joseph P. Carrara & Sons Inc. filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$761K
Employer EIN030212647
Plan Effective Date1974-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.017668702 · Participants: 97Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.965024862 · Participants: 11162The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.297587487 · Participants: 1219National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.220116247 · Participants: 519Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.153493813 · Participants: 551Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.135534492 · Participants: 442Incentive Retirement Plan for Employees of PC Construction Company
Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Lexitas 401(k) Plan in TX ($18M); by covered participants it is Pioneer Lines, Inc. 401(k) Plan in FL (97 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan assets move in 2023? ▼
Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan edged up modestly - up 4.5% during 2023, from $17M to $18M. Reported net income was $761K.
How have Joseph P. Carrara & Sons Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joseph P. Carrara & Sons Inc.'s sponsor-wide assets grew 19.2%, from $17M to $20M.
Which 401(k) plans are similar in size to Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lexitas 401(k) Plan in TX ($18M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Joseph P. Carrara & Sons Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pioneer Lines, Inc. 401(k) Plan in FL (97 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 030212647.

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.