401(k) · DOL Form 5500 · 2023

H. Carr & Sons, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
34
Participants Small participant base
71st
Percentile by assets National rank
$534,424
Avg per participant High balance/head
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Official DOL plan name: H. Carr & Sons, LLC · Sponsored by H. Carr & Sons, LLC · Rhode Island · Construction

$18M in assets, 34 participants

H. Carr & Sons, LLC's H. Carr & Sons, LLC reported $18M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,284 in Construction (9,030 peers)

H. Carr & Sons, LLC multi-year trail

H. Carr & Sons, LLC's plans moved +43.3% in assets from 2022 to 2024; this filing shows H. Carr & Sons, LLC at $18M / 34 participants.

#6,284
in Construction (9,030 peers)
+23.9%
assets growth YoY

H. Carr & Sons, LLC's outsized position by total assets

H. Carr & Sons, LLC vs every filed plan by assets

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

$18,170,421 Top 29% higher than 71% 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

H. Carr & Sons, LLC among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H. Carr & Sons, LLC is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • H. Carr & Sons, LLC reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • H. Carr & Sons, LLC end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • H. Carr & Sons, LLC reported participants fell from 37 in the plan year 2022 filing to 34 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 050117010 · H. Carr & Sons, LLC PY 2023 · 401(k)

H. Carr & Sons, LLC · $18M · 34 · 71st

  • EOY $18M
  • EOY 34
  • EOY 71st
  • EOY 401(k)
  • EOY near Concrete General, Inc. 401(k) Profit Sharing Plan
  • EOY ind #6284

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 Construction retirement plans → · Plans in Rhode Island →

H. Carr & Sons, LLC in the asset neighbourhood

H. Carr & Sons, LLC$18MConcrete General, Inc. 401(k) Profit Sharing PlanConcrete General, Inc. 401(k…$18MBorsheim Jewelry Company 401(k) Savings PlanBorsheim Jewelry Company 401…$18MMannatech, Inc. 401(k) Plan$18MIntercommunity, Inc. 401(k) Profit Sharing PlanIntercommunity, Inc. 401(k) …$18M
End-of-year total assets ($M) among H. Carr & Sons, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

H. Carr & Sons, LLC multi-year asset trail

Sponsor-wide plan assets over time

All H. Carr & Sons, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 43.299213938683565% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.7M $21M ▲ +43.3%
Year Plans Participants Total Assets
2022 1 37 $15M
2023 1 34 $18M
2024 1 34 $21M

H. Carr & Sons, LLC filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN050117010
Plan Effective Date1994-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Rhode Island

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

H. Carr & Sons, LLC vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants H. Carr & Sons, LLC, Total assets ($B): 0.018170421 · Participants: 34H. Carr & Sons, LLCCVS Health Future Fund 401(k) Plan, Total assets ($B): 27.588812025 · Participants: 265760CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 5.714708993 · Participants: 26580Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.930113664 · Participants: 19047Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.65846631 · Participants: 25475Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.684102096 · Participants: 4295Fm Global 401(k) Savings Plan
H. Carr & Sons, LLC vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare H. Carr & Sons, LLC side-by-side with 3 peers →

H. Carr & Sons, LLC's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Concrete General, Inc. 401(k) Profit Sharing Plan in MD ($18M); by covered participants it is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 H. Carr & Sons, LLC assets move in 2023? ▼
H. Carr & Sons, LLC grew sharply - up 23.9% during 2023, from $15M to $18M. Reported net income was $4M.
How have H. Carr & Sons, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H. Carr & Sons, LLC's sponsor-wide assets grew 43.3%, from $15M to $21M.
Which 401(k) plans are similar in size to H. Carr & Sons, LLC? ▼
Among 401(k) plans in other states, the closest by assets is Concrete General, Inc. 401(k) Profit Sharing Plan in MD ($18M, 190 participants).
Which 401(k) plans cover a similar participant headcount to H. Carr & Sons, LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 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 050117010.

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.