401(k) · DOL Form 5500 · 2023

Carrollton Bank 401(k) Plan

Data updated 2026-08-11

$84M
Total assets
302
Participants
90th
Percentile by assets
$277,549
Avg per participant
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Official DOL plan name: Carrollton Bank Employees 401(k) and Profit Sharing Plan · Sponsored by Carrollton Bank · Illinois · Finance & Insurance

$84M in assets, 302 participants

Carrollton Bank's Carrollton Bank Employees 401(k) and Profit Sharing Plan reported $84M in total assets and 302 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 127,072 plans)
  • #7,514 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Carrollton Bank Employees 401(k) and Profit Sharing Plan covers 302 participants in Illinois, about 39% of the average Illinois filer (state average ~779 per filing). Assets: $84M.

$84M
total plan assets (2023 EOY)
302
covered participants
90th
percentile by assets (of 127,072 plans)
$277,549
avg assets per participant

Where Carrollton Bank Employees 401(k) and Profit Sharing Plan sits by total assets

Carrollton Bank Employees 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$83,819,681 Top 10% higher than 90% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carrollton Bank Employees 401(k) and Profit Sharing Plan reported net income rose from -$9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Carrollton Bank Employees 401(k) and Profit Sharing Plan end-of-year assets rose from $74M in the plan year 2022 filing to $84M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Illinois
Industry
Finance & Insurance

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Carrollton Bank Employees 401(k) and Profit Sharing Plan reports 302 participants - about 39% of that state average ($84M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$84M
Net Income$10M
Employer EIN370207180
Plan Effective Date1953-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carrollton Bank)

$70M$80M$90M$100M 202220232024 $73.5M $94.2M ▲ +28.1%
Total plan assets by year, all Carrollton Bank plans on file
Year Plans Participants Total Assets
2022 1 302 $74M
2023 1 302 $84M
2024 1 285 $94M

Nearby 401(k) Plans in Illinois

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

Carrollton Bank Employees 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Carrollton Bank Empl…, Total assets ($B): 0.083819681 · Participants: 302Carrollton Bank Empl…Accenture United Sta…, Total assets ($B): 17.594548115 · Participants: 69974Accenture United Sta…State Farm 401(k) Sa…, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Sa…Abbott Laboratories …, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories …United Airlines Pilo…, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilo…Walgreens Retirement…, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement…
Carrollton Bank Employees 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Carrollton Bank Employees 401(k) and Pro… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Carrollton Bank Employees 401(k) and Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Carrollton Bank Employees 401(k) and Profit Sharing Plan assets move in 2023? ▼
Carrollton Bank Employees 401(k) and Profit Sharing Plan grew at a solid clip - up 14.0% during 2023, from $74M to $84M. Reported net income was $10M.
How have Carrollton Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carrollton Bank's sponsor-wide assets grew 28.1%, from $74M to $94M.
Where does Carrollton Bank Employees 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Carrollton Bank Employees 401(k) and Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Carrollton Bank Employees 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Creation Technologies 401(k) Plan in MA ($84M, 1,960 participants).

Next read for Carrollton Bank Employees 401(k) and Pro…

Filing takeaways

Ways to act on Carrollton Bank Employees 401(k) and Profit Sharing Plan's numbers.

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 370207180.

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.