401(k) · DOL Form 5500 · 2023

Robert E. Carter Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
23
Participants Small participant base
32nd
Percentile by assets National rank
$99,076
Avg per participant Below avg balance/head
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Official DOL plan name: Robert E. Carter Enterprises, Inc. 401(k) & Profit Sharing Plan · Sponsored by Robert E. Carter Enterprises, Inc. · California · Wholesale Trade

$2M in assets, 23 participants

Robert E. Carter Enterprises, Inc.'s Robert E. Carter Enterprises, Inc. 401(k) & Profit Sharing Plan reported $2M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,322 in Wholesale Trade (6,309 peers)

Robert E. Carter Enterprises, Inc. multi-year trail

Robert E. Carter Enterprises, Inc.'s plans moved +28.8% in assets from 2022 to 2024; this filing shows Robert E. Carter Enterprises, Inc. 401(k) & Profit Sharing Plan at $2M / 23 participants.

#1,322
in Wholesale Trade (6,309 peers)
+16.3%
assets growth YoY

Robert E. Carter Enterprises, Inc. 401(k) & Profit Sharing Plan among the smaller filed plans by assets

Robert E. Carter Enterprises, Inc. 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$2,278,747 32nd percentile higher than 32% 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

Robert E. Carter Enterprises, Inc. 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. Robert E. Carter Enterprises, Inc. 401(k) & Profit Sharing Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robert E. Carter Enterprises, Inc. 401(k) & Profit Sharing Plan reported net income rose from -$749K in the plan year 2022 filing to $320K in the plan year 2023 filing.
  • Robert E. Carter Enterprises, Inc. 401(k) & Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 680061479 · Robert E. Carter Enterprises, Inc. PY 2023 · 401(k)

Robert E. Carter Enterprises, Inc. 401(k) & Profit Sharing Plan · $2M · 23 · 32nd

  • NET $2M
  • NET 23
  • NET 32nd
  • NET 401(k)
  • NET near Louisiana Endowment for the Humanties 401(k) Profit Sharing
  • NET ind #1322

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 Wholesale Trade retirement plans → · Plans in California →

Robert E. Carter Enterprises, Inc. 401(k) & Profit Sharing Plan in the asset neighbourhood

Robert E. Carter Enterprises, Inc. 401(k) & Profit Sharing PlanRobert E. Carter Enterprises…$2MLouisiana Endowment for the Humanties 401(k) Profit SharingLouisiana Endowment for the …$2MMontana Abstract & Title Co., Inc. 401(k) Profit Sharing Plan and TrustMontana Abstract & Title Co.…$2MAtlantis Dental Care 401(k) PlanAtlantis Dental Care 401(k) …$2MGarden Trends, Inc. 401(k) PlanGarden Trends, Inc. 401(k) P…$2M
End-of-year total assets ($M) among Robert E. Carter Enterprises, Inc. 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Robert E. Carter Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Robert E. Carter Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 28.818491909457805% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $1.96M $2.52M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 23 $2M
2023 1 23 $2M
2024 1 23 $3M

Robert E. Carter Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$320K
Employer EIN680061479
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Robert E. Carter Enterprises, Inc. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Robert E. Carter Enterprises, Inc. 401(k) & Profit Sharing Plan, Total assets ($B): 0.002278747 · Participants: 23Robert E. Carter Enterprises, Inc. 401(k) & Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Robert E. Carter Enterprises, Inc. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Robert E. Carter Enterprises, Inc. 401(k) & Profit Sharing Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Louisiana Endowment for the Humanties 401(k) Profit Sharing in LA ($2M); by covered participants it is Tri J Packaging, Inc. Retirement Plan in GA (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Robert E. Carter Enterprises, Inc. 401(k) & Profit Sharing Plan assets move in 2023? ▼
Robert E. Carter Enterprises, Inc. 401(k) & Profit Sharing Plan grew sharply - up 16.3% during 2023, from $2M to $2M. Reported net income was $320K.
How have Robert E. Carter Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert E. Carter Enterprises, Inc.'s sponsor-wide assets grew 28.8%, from $2M to $3M.
Which 401(k) plans are similar in size to Robert E. Carter Enterprises, Inc. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Louisiana Endowment for the Humanties 401(k) Profit Sharing in LA ($2M, 262 participants).
Which 401(k) plans cover a similar participant headcount to Robert E. Carter Enterprises, Inc. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tri J Packaging, Inc. Retirement Plan in GA (23 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 680061479.

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.