401(k) · DOL Form 5500 · 2023

Carpi & Clay, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
28th
Percentile by assets National rank
$270,775
Avg per participant High balance/head
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Official DOL plan name: Carpi & Clay 401(k) Plan · Sponsored by Carpi & Clay, Inc. · District of Columbia · Professional & Technical Services

$2M in assets, 6 participants

Carpi & Clay, Inc.'s Carpi & Clay 401(k) Plan reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,822 in Professional & Technical Services (20,321 peers)

Carpi & Clay, Inc. multi-year trail

Carpi & Clay, Inc.'s plans moved +81.4% in assets from 2022 to 2024; this filing shows Carpi & Clay 401(k) Plan at $2M / 6 participants.

#4,822
in Professional & Technical Services (20,321 peers)
+41.6%
assets growth YoY

Carpi & Clay 401(k) Plan among the smaller filed plans by assets

Carpi & Clay 401(k) Plan vs every filed plan by assets

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

$1,624,652 28th percentile higher than 28% 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

Carpi & Clay 401(k) 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. Carpi & Clay 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carpi & Clay 401(k) Plan reported net income rose from -$60K in the plan year 2022 filing to $478K in the plan year 2023 filing.
  • Carpi & Clay 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 201384121 · Carpi & Clay, Inc. PY 2023 · 401(k)

Carpi & Clay 401(k) Plan · $2M · 6 · 28th

  • BOY $2M
  • SCH 6
  • EBSA 28th
  • PART 401(k)
  • TYPE near Mountain Quest Management, Inc. 401(k) Plan
  • NET ind #4822

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 Professional & Technical Services retirement plans → · Plans in District of Columbia →

Carpi & Clay 401(k) Plan in the asset neighbourhood

Anchor Mirror & Glass 401(k) Profit Sharing PlanAnchor Mirror & Glass 401(k)…$2MCarpi & Clay 401(k) Plan$2MMountain Quest Management, Inc. 401(k) PlanMountain Quest Management, I…$2MCommoneo 401(k) Plan$2MMerkley, Newman & Mclaws, Inc. 401(k) PlanMerkley, Newman & Mclaws, In…$2M
End-of-year total assets ($M) among Carpi & Clay 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carpi & Clay, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Carpi & Clay, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 81.38868012701246% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.15M $2.08M ▲ +80.9%
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 6 $2M
2024 1 6 $2M

Carpi & Clay, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$478K
Employer EIN201384121
Plan Effective Date2004-02-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in District of Columbia

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

Carpi & Clay 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Carpi & Clay 401(k) Plan, Total assets ($B): 0.001624652 · Participants: 6Carpi & Clay 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Carpi & Clay 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Carpi & Clay 401(k) Plan side-by-side with 3 peers →

Carpi & Clay 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Mountain Quest Management, Inc. 401(k) Plan in CO ($2M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Carpi & Clay 401(k) Plan assets move in 2023? ▼
Carpi & Clay 401(k) Plan surged - up 41.6% during 2023, from $1M to $2M. Reported net income was $478K.
How have Carpi & Clay, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carpi & Clay, Inc.'s sponsor-wide assets grew 81.4%, from $1M to $2M.
Which 401(k) plans are similar in size to Carpi & Clay 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mountain Quest Management, Inc. 401(k) Plan in CO ($2M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Carpi & Clay 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 201384121.

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.