401(k) · DOL Form 5500 · 2023

Carruth Capital, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
52
Participants Small participant base
71st
Percentile by assets National rank
$357,241
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carruth Capital LLC 401(k) Plan · Sponsored by Carruth Capital, LLC · Massachusetts · Real Estate

$19M in assets, 52 participants

Carruth Capital, LLC's Carruth Capital LLC 401(k) Plan reported $19M in total assets and 52 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,043 in Real Estate (4,727 peers)

Carruth Capital, LLC multi-year trail

Carruth Capital, LLC's plans moved +48.5% in assets from 2022 to 2024; this filing shows Carruth Capital LLC 401(k) Plan at $19M / 52 participants.

#4,043
in Real Estate (4,727 peers)
+22.6%
assets growth YoY

Carruth Capital LLC 401(k) Plan's outsized position by total assets

Carruth Capital LLC 401(k) Plan vs every filed plan by assets

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

$18,576,529 Top 29% higher than 71% 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

Carruth Capital LLC 401(k) 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. Carruth Capital LLC 401(k) Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carruth Capital LLC 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Carruth Capital LLC 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Carruth Capital LLC 401(k) Plan reported participants rose from 51 in the plan year 2022 filing to 52 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 043397577 · Carruth Capital, LLC PY 2023 · 401(k)

Carruth Capital LLC 401(k) Plan · $19M · 52 · 71st

  • VS-ST $19M
  • VS-ST 52
  • VS-ST 71st
  • VS-ST 401(k)
  • VS-ST near Smart Financial Credit Union 401(k) Plan
  • VS-ST ind #4043

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 Massachusetts →

Carruth Capital LLC 401(k) Plan in the asset neighbourhood

Carruth Capital LLC 401(k) PlanCarruth Capital LLC 401(k) P…$19MSmart Financial Credit Union 401(k) PlanSmart Financial Credit Union…$19MSaxco International, LLC Savings and Investment PlanSaxco International, LLC Sav…$19MApeel Sciences 401(k) Plan$19MFirst Federal Savings and Loan Association of Port Angeles 401(k) PlanFirst Federal Savings and Lo…$19M
End-of-year total assets ($M) among Carruth Capital LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carruth Capital, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Carruth Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 48.45998134670654% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.2M $22.5M ▲ +48.5%
Year Plans Participants Total Assets
2022 1 51 $15M
2023 1 52 $19M
2024 1 50 $22M

Carruth Capital, LLC filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN043397577
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Carruth Capital LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Carruth Capital LLC 401(k) Plan, Total assets ($B): 0.018576529 · Participants: 52Carruth Capital LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Carruth Capital LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Carruth Capital LLC 401(k) Plan side-by-side with 3 peers →

Carruth Capital LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Smart Financial Credit Union 401(k) Plan in TX ($19M); by covered participants it is The Midlands Clinic, P.C. 401(k) Plan and Trust in SD (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 Carruth Capital LLC 401(k) Plan assets move in 2023? ▼
Carruth Capital LLC 401(k) Plan grew sharply - up 22.6% during 2023, from $15M to $19M. Reported net income was $3M.
How have Carruth Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carruth Capital, LLC's sponsor-wide assets grew 48.5%, from $15M to $22M.
Which 401(k) plans are similar in size to Carruth Capital LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smart Financial Credit Union 401(k) Plan in TX ($19M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Carruth Capital LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Midlands Clinic, P.C. 401(k) Plan and Trust in SD (52 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 043397577.

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.