401(k) · DOL Form 5500 · 2023

Carithers-Wallace-Courtenay, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
94
Participants Small participant base
63rd
Percentile by assets National rank
$130,235
Avg per participant Near avg balance/head
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Official DOL plan name: Carithers Wallace Courtenay 401(k) Retirement Plan · Sponsored by Carithers-Wallace-Courtenay, LLC · Georgia · Retail Trade

$12M in assets, 94 participants

Carithers-Wallace-Courtenay, LLC's Carithers Wallace Courtenay 401(k) Retirement Plan reported $12M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,209 in Retail Trade (8,414 peers)

Carithers-Wallace-Courtenay, LLC multi-year trail

Carithers-Wallace-Courtenay, LLC's plans moved +28.0% in assets from 2022 to 2024; this filing shows Carithers Wallace Courtenay 401(k) Retirement Plan at $12M / 94 participants.

#6,209
in Retail Trade (8,414 peers)
+21.9%
assets growth YoY

Carithers Wallace Courtenay 401(k) Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Carithers Wallace Courtenay 401(k) Retirement Plan vs every filed plan by assets

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

$12,242,121 Top 37% higher than 63% 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

Carithers Wallace Courtenay 401(k) Retirement 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. Carithers Wallace Courtenay 401(k) Retirement Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carithers Wallace Courtenay 401(k) Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Carithers Wallace Courtenay 401(k) Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Carithers Wallace Courtenay 401(k) Retirement Plan reported participants rose from 90 in the plan year 2022 filing to 94 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 582576531 · Carithers-Wallace-Courtenay, LLC PY 2023 · 401(k)

Carithers Wallace Courtenay 401(k) Retirement Plan · $12M · 94 · 63rd

  • BOOK $12M
  • VS-ST 94
  • BOY 63rd
  • SCH 401(k)
  • EBSA near Loenbro, LLC 401(k) Plan
  • PART ind #6209

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 Retail Trade retirement plans → · Plans in Georgia →

Carithers Wallace Courtenay 401(k) Retirement Plan in the asset neighbourhood

Carithers Wallace Courtenay 401(k) Retirement PlanCarithers Wallace Courtenay …$12MLoenbro, LLC 401(k) Plan$12MSumitomo (Shi) Cryogenics of America, Inc. 401(k) PlanSumitomo (Shi) Cryogenics of…$12MAlliance Neurodiagnostics, LLC Dba Stratus 401(k) PlanAlliance Neurodiagnostics, L…$12MGeonerco Management LLC 401(k) Savings and TrustGeonerco Management LLC 401(…$12M
End-of-year total assets ($M) among Carithers Wallace Courtenay 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carithers-Wallace-Courtenay, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Carithers-Wallace-Courtenay, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 27.951717562060992% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $10M $12.9M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 90 $10M
2023 1 94 $12M
2024 1 105 $13M

Carithers-Wallace-Courtenay, LLC filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN582576531
Plan Effective Date2000-11-20
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Carithers Wallace Courtenay 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Carithers Wallace Courtenay 401(k) Retirement Plan, Total assets ($B): 0.012242121 · Participants: 94Carithers Wallace Courtenay 401(k) Retirement 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
Carithers Wallace Courtenay 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Carithers Wallace Courtenay 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Loenbro, LLC 401(k) Plan in MT ($12M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Carithers Wallace Courtenay 401(k) Retirement Plan assets move in 2023? ▼
Carithers Wallace Courtenay 401(k) Retirement Plan grew sharply - up 21.9% during 2023, from $10M to $12M. Reported net income was $2M.
How have Carithers-Wallace-Courtenay, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carithers-Wallace-Courtenay, LLC's sponsor-wide assets grew 28.0%, from $10M to $13M.
Which 401(k) plans are similar in size to Carithers Wallace Courtenay 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Loenbro, LLC 401(k) Plan in MT ($12M, 808 participants).
Which 401(k) plans cover a similar participant headcount to Carithers Wallace Courtenay 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (94 participants, $11M 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 582576531.

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.