401(k) · DOL Form 5500 · 2023

Carrollton Bank 401(k) Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size
302
Participants Below avg headcount
90th
Percentile by assets National rank
$277,549
Avg per participant High balance/head
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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.

  • #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.

#7,514
in Finance & Insurance (8,869 peers)
+14.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Carrollton Bank Employees 401(k) and Profit Sharing Plan's outsized position 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 $2,050,000,000 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

Carrollton Bank Employees 401(k) and Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carrollton Bank Employees 401(k) and Profit Sharing Plan sits mid-pack in the medium band (302 participants).

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 →

EBSA filing schedule strip

Filing strip 370207180 · Carrollton Bank PY 2023 · 401(k)

Carrollton Bank Employees 401(k) and Profit Sharing Plan · $84M · 302 · 90th

  • BOY $84M
  • BOY 302
  • BOY 90th
  • BOY 401(k)
  • BOY near Creation Technologies 401(k) Plan
  • BOY ind #7514

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 Finance & Insurance retirement plans → · Plans in Illinois →

Carrollton Bank Employees 401(k) and Profit Sharing Plan in the asset neighbourhood

Woodhouse Auto Family 401(k) PlanWoodhouse Auto Family 401(k)…$84MLimbach Facility Services LLC 401(k) Savings PlanLimbach Facility Services LL…$84MCarrollton Bank Employees 401(k) and Profit Sharing PlanCarrollton Bank Employees 40…$84MCreation Technologies 401(k) PlanCreation Technologies 401(k)…$84MIvc 401(k) Plan$84M
End-of-year total assets ($M) among Carrollton Bank Employees 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Carrollton Bank plans reported in each filing year

Latest sponsor-wide plan assets
$94M 28.1020330453348% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $73.5M $94.2M ▲ +28.1%
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 ($B) Participants Carrollton Bank Employees 401(k) and Profit Sharing Plan, Total assets ($B): 0.083819681 · Participants: 302Carrollton Bank Employees 401(k) and Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
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 Profit Sharing Plan side-by-side with 3 peers →

Carrollton Bank Employees 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Creation Technologies 401(k) Plan in MA ($84M); by covered participants it is Big Village Group USA Retirement Savings Plan in NJ (302 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($84M here).

Similar participant headcount

Nearest other-state filings by covered participants (302 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 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).
Which 401(k) plans cover a similar participant headcount to Carrollton Bank Employees 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Big Village Group USA Retirement Savings Plan in NJ (302 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 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.