401(k) · DOL Form 5500 · 2023

Carter & Associates Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
34
Participants Small participant base
66th
Percentile by assets National rank
$425,183
Avg per participant High balance/head
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Official DOL plan name: Carter & Associates Retirement Savings Plan · Sponsored by Carter & Associates Enterprises, Inc. · Georgia · Real Estate

$14M in assets, 34 participants

Carter & Associates Enterprises, Inc.'s Carter & Associates Retirement Savings Plan reported $14M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,881 in Real Estate (4,727 peers)

Carter & Associates Enterprises, Inc. multi-year trail

Carter & Associates Enterprises, Inc.'s plans moved +18.8% in assets from 2022 to 2023; this filing shows Carter & Associates Retirement Savings Plan at $14M / 34 participants.

#3,881
in Real Estate (4,727 peers)
+18.8%
assets growth YoY

Carter & Associates Retirement Savings Plan's mid-pack asset rank among Real Estate and all filers

Carter & Associates Retirement Savings Plan vs every filed plan by assets

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

$14,456,231 Top 34% higher than 66% 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

Carter & Associates Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carter & Associates Retirement Savings Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carter & Associates Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Carter & Associates Retirement Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Carter & Associates Retirement Savings Plan reported participants rose from 32 in the plan year 2022 filing to 34 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 581713983 · Carter & Associates Enterprises, Inc. PY 2023 · 401(k)

Carter & Associates Retirement Savings Plan · $14M · 34 · 66th

  • BOOK $14M
  • VS-ST 34
  • BOY 66th
  • SCH 401(k)
  • EBSA near Miac Analytics 401(k) Plan
  • PART ind #3881

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 Real Estate retirement plans → · Plans in Georgia →

Carter & Associates Retirement Savings Plan in the asset neighbourhood

Carter & Associates Retirement Savings PlanCarter & Associates Retireme…$14MMiac Analytics 401(k) Plan$14MWachusett Mountain 401(k) PlanWachusett Mountain 401(k) Pl…$14MTanner Research, Inc. Profit Sharing 401(k) PlanTanner Research, Inc. Profit…$14MCitizens Bank 401(k) Retirement PlanCitizens Bank 401(k) Retirem…$14M
End-of-year total assets ($M) among Carter & Associates Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carter & Associates Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Carter & Associates Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 18.789072566013328% vs 2022
2023 filing year
$11M$12M$13M$14M$15M 20222023 $12.2M $14.5M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 32 $12M
2023 1 34 $14M

Carter & Associates Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN581713983
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Carter & Associates Retirement Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Carter & Associates Retirement Savings Plan, Total assets ($B): 0.014456231 · Participants: 34Carter & Associates Retirement Savings PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Carter & Associates Retirement Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Carter & Associates Retirement Savings Plan side-by-side with 3 peers →

Carter & Associates Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Miac Analytics 401(k) Plan in NY ($14M); by covered participants it is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Carter & Associates Retirement Savings Plan assets move in 2023? ▼
Carter & Associates Retirement Savings Plan grew sharply - up 18.8% during 2023, from $12M to $14M. Reported net income was $2M.
How have Carter & Associates Enterprises, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Carter & Associates Enterprises, Inc.'s sponsor-wide assets grew 18.8%, from $12M to $14M.
Which 401(k) plans are similar in size to Carter & Associates Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Miac Analytics 401(k) Plan in NY ($14M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Carter & Associates Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 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 581713983.

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.