Other · DOL Form 5500 · 2023
A. Burl Carrier Retirement Plan
Data updated 2026-08-25
- $111K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 7th
- Percentile by assets National rank
- $22,253
- Avg per participant Low balance/head
Official DOL plan name: Carrier Ditching & Excavating Keough Plan · Sponsored by A. Burl Carrier · Oklahoma · Construction
$111K in assets, 5 participants
A. Burl Carrier's Carrier Ditching & Excavating Keough Plan reported $111K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.
- #573 in Construction (9,030 peers)
A. Burl Carrier multi-year trail
A. Burl Carrier's plans moved -15.1% in assets from 2022 to 2024; this filing shows Carrier Ditching & Excavating Keough Plan at $111K / 5 participants.
- #573
- in Construction (9,030 peers)
- -22.5%
- assets change YoY
The plan reported a net loss of $11K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carrier Ditching & Excavating Keough Plan among the smaller filed plans by assets
Carrier Ditching & Excavating Keough Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$111,266 7th percentile higher than 7% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Carrier Ditching & Excavating Keough Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carrier Ditching & Excavating Keough Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carrier Ditching & Excavating Keough Plan reported net income rose from -$15K in the plan year 2022 filing to -$11K in the plan year 2023 filing.
- Carrier Ditching & Excavating Keough Plan end-of-year assets fell from $144K in the plan year 2022 filing to $111K in the plan year 2023 filing.
- Carrier Ditching & Excavating Keough Plan reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.
DOL schedule card
Filing strip 730675676 · A. Burl Carrier PY 2023 · Other
Carrier Ditching & Excavating Keough Plan · $111K · 5 · 7th
- 5500 $111K
- ASSETS 5
- PCT 7th
- EIN Other
- RANK near Hickory Creek Healthcare Foundation Inc 403b Plan
- PHOTO ind #573
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 Oklahoma →
Carrier Ditching & Excavating Keough Plan in the asset neighbourhood
A. Burl Carrier multi-year asset trail
Sponsor-wide plan assets over time
All A. Burl Carrier plans reported in each filing year
- Latest sponsor-wide plan assets
- $122K 15.06741455596976% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $144K |
| 2023 | 1 | 5 | $111K |
| 2024 | 1 | 5 | $122K |
A. Burl Carrier filing trail (2023)
| Total Assets (Beginning of Year) | $144K |
|---|---|
| Net Assets (End of Year) | $111K |
| Net Income | -$11K |
| Employer EIN | 730675676 |
| Plan Effective Date | 1974-03-15 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Oklahoma
Peer Other plans, same state, same plan type, ranked by total assets.
- 403(b) Retirement Savings Plan for Integris Health, Inc. $957M · 10,744
- The University of Tulsa Defined Contribution Retirement Plan $403M · 1,127
- Saint Francis Health System, Inc. 403(b) Savings P $352M · 991
- Oral Roberts University Retirement Plan $70M · 505
- Duncan Regional Hospital 403(b) Plan $53M · 692
Carrier Ditching & Excavating Keough Plan's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is Hickory Creek Healthcare Foundation Inc 403b Plan in GA ($110K); by covered participants it is Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan in PA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($111K here).
- Hickory Creek Healthcare Foundation Inc 403b Plan (GA) $110K · 26
- Eldorado Auto Services Care Inc 401(k) Ps (TX) $107K · 1
- Episcopal Day School, Inc. (NC) $116K · 4
- Gramly & Associates Inc Retirement Paln (WI) $104K · 1
Similar participant headcount
Nearest other-state filings by covered participants (5 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.