401(k) · DOL Form 5500 · 2023

Carris Financial Corp. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
481
Participants Below avg headcount
77th
Percentile by assets National rank
$54,857
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cfc Retirement Plan · Sponsored by Carris Financial Corp. · Vermont · Manufacturing

$26M in assets, 481 participants

Carris Financial Corp.'s Cfc Retirement Plan reported $26M in total assets and 481 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #12,826 in Manufacturing (18,722 peers)

Where Cfc Retirement Plan sits by assets

Cfc Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 481 participants (~$54,857/participant), up 9.3% in 2023.

#12,826
in Manufacturing (18,722 peers)
+9.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Cfc Retirement Plan's outsized position by total assets

Cfc Retirement Plan vs every filed plan by assets

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

$26,386,196 Top 23% higher than 77% 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

Cfc Retirement 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. Cfc Retirement Plan sits mid-pack in the medium band (481 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cfc Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Cfc Retirement Plan end-of-year assets rose from $24M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Cfc Retirement Plan reported participants rose from 475 in the plan year 2022 filing to 481 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 030326210 · Carris Financial Corp. PY 2023 · 401(k)

Cfc Retirement Plan · $26M · 481 · 77th

  • EBSA $26M
  • EBSA 481
  • EBSA 77th
  • EBSA 401(k)
  • EBSA near Npk Retirement & Savings Plan
  • EBSA ind #12826

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 Manufacturing retirement plans → · Plans in Vermont →

Cfc Retirement Plan in the asset neighbourhood

Cfc Retirement Plan$26MNpk Retirement & Savings Plan$26MT.M. Cobb and Haley Brothers 401(k) PlanT.M. Cobb and Haley Brothers…$26MMcpc Holdings, Inc. 401(k) Profit Sharing PlanMcpc Holdings, Inc. 401(k) P…$26MDatcu Credit Union 401(k) Retirement PlanDatcu Credit Union 401(k) Re…$26M
End-of-year total assets ($M) among Cfc Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN030326210
Plan Effective Date1993-07-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Carris Financial Corp.)

Sponsor-wide plan assets over time

All Carris Financial Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$123M 20.824106288110805% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $102M $123M ▲ +20.8%
Year Plans Participants Total Assets
2022 2 877 $102M
2023 2 908 $115M
2024 2 913 $123M

Nearby 401(k) Plans in Vermont

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

Cfc Retirement Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Cfc Retirement Plan, Total assets ($B): 0.026386196 · Participants: 481Cfc Retirement PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.965024862 · Participants: 11162The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.297587487 · Participants: 1219National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.220116247 · Participants: 519Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.153493813 · Participants: 551Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.135534492 · Participants: 442Incentive Retirement Plan for Employees of PC Construction Company
Cfc Retirement Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Cfc Retirement Plan side-by-side with 3 peers →

Cfc Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Npk Retirement & Savings Plan in OH ($26M); by covered participants it is Apex Oil Company, Inc. Employee Savings Plan in MO (481 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (481 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 Cfc Retirement Plan assets move in 2023? ▼
Cfc Retirement Plan grew at a solid clip - up 9.3% during 2023, from $24M to $26M. Reported net income was $2M.
How have Carris Financial Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carris Financial Corp.'s sponsor-wide assets grew 20.8%, from $102M to $123M.
Where does Cfc Retirement Plan rank by assets among Form 5500 filers? ▼
Cfc Retirement Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cfc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Npk Retirement & Savings Plan in OH ($26M, 242 participants).
Which 401(k) plans cover a similar participant headcount to Cfc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Apex Oil Company, Inc. Employee Savings Plan in MO (481 participants, $51M 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 030326210.

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.