401(k) · DOL Form 5500 · 2023

Cary Street Partners Financial LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
139
Participants Small participant base
70th
Percentile by assets National rank
$124,846
Avg per participant Near avg balance/head
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Official DOL plan name: Cary Street Partners Financial LLC 401(k) Plan · Sponsored by Cary Street Partners Financial LLC · Virginia · Finance & Insurance

$17M in assets, 139 participants

Cary Street Partners Financial LLC's Cary Street Partners Financial LLC 401(k) Plan reported $17M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,943 in Finance & Insurance (8,869 peers)

Coverage in Virginia

Cary Street Partners Financial LLC 401(k) Plan covers 139 participants in Virginia, about 18% of the average Virginia filer (state average ~782 per filing). Assets: $17M.

#4,943
in Finance & Insurance (8,869 peers)
+22.6%
assets growth YoY

Cary Street Partners Financial LLC 401(k) Plan's outsized position by total assets

Cary Street Partners Financial LLC 401(k) Plan vs every filed plan by assets

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

$17,353,663 Top 30% higher than 70% 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

Cary Street Partners Financial LLC 401(k) 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. Cary Street Partners Financial LLC 401(k) Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cary Street Partners Financial LLC 401(k) Plan reported net income rose from -$933K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Cary Street Partners Financial LLC 401(k) Plan reported participants rose from 111 in the plan year 2022 filing to 139 in the plan year 2023 filing.
  • Cary Street Partners Financial LLC 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 200544286 · Cary Street Partners Financial LLC PY 2023 · 401(k)

Cary Street Partners Financial LLC 401(k) Plan · $17M · 139 · 70th

  • IND $17M
  • IND 139
  • IND 70th
  • IND 401(k)
  • IND near Bayfirst National Bank 401(k) Plan
  • IND ind #4943

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 Virginia →

Cary Street Partners Financial LLC 401(k) Plan in the asset neighbourhood

K.B.C Group, Inc. 401(k) Profit Sharing PlanK.B.C Group, Inc. 401(k) Pro…$17MCary Street Partners Financial LLC 401(k) PlanCary Street Partners Financi…$17MBayfirst National Bank 401(k) PlanBayfirst National Bank 401(k…$17MAmerlux Employee Savings Plan$17MLandmark Properties Real Estate Partners, LLC 401(k) PlanLandmark Properties Real Est…$17M
End-of-year total assets ($M) among Cary Street Partners Financial LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN200544286
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cary Street Partners Financial LLC)

Sponsor-wide plan assets over time

All Cary Street Partners Financial LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 52.81348378746517% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.2M $21.6M ▲ +52.9%
Year Plans Participants Total Assets
2022 1 111 $14M
2023 1 139 $17M
2024 1 146 $22M

Nearby 401(k) Plans in Virginia

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

Cary Street Partners Financial LLC 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Cary Street Partners Financial LLC 401(k) Plan, Total assets ($B): 0.017353663 · Participants: 139Cary Street Partners Financial LLC 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Cary Street Partners Financial LLC 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Cary Street Partners Financial LLC 401(k) Plan side-by-side with 3 peers →

Cary Street Partners Financial LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Bayfirst National Bank 401(k) Plan in FL ($17M); by covered participants it is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Cary Street Partners Financial LLC 401(k) Plan assets move in 2023? ▼
Cary Street Partners Financial LLC 401(k) Plan grew sharply - up 22.6% during 2023, from $14M to $17M. Reported net income was $3M.
How have Cary Street Partners Financial LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cary Street Partners Financial LLC's sponsor-wide assets grew 52.8%, from $14M to $22M.
Which 401(k) plans are similar in size to Cary Street Partners Financial LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bayfirst National Bank 401(k) Plan in FL ($17M, 278 participants).
Which 401(k) plans cover a similar participant headcount to Cary Street Partners Financial LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 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 200544286.

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.