401(k) · DOL Form 5500 · 2023

Carroll Physical Therapy, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
25
Participants Small participant base
37th
Percentile by assets National rank
$128,589
Avg per participant Near avg balance/head
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Official DOL plan name: Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust · Sponsored by Carroll Physical Therapy, Inc. · Massachusetts · Healthcare & Social Assistance

$3M in assets, 25 participants

Carroll Physical Therapy, Inc.'s Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust reported $3M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,719 in Healthcare & Social Assistance (17,684 peers)

Carroll Physical Therapy, Inc. multi-year trail

Carroll Physical Therapy, Inc.'s plans moved +30.7% in assets from 2022 to 2024; this filing shows Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust at $3M / 25 participants.

#6,719
in Healthcare & Social Assistance (17,684 peers)
+14.3%
assets growth YoY

Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust vs every filed plan by assets

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

$3,214,734 37th percentile higher than 37% 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

Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust reported net income rose from -$628K in the plan year 2022 filing to $403K in the plan year 2023 filing.
  • Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust reported participants fell from 27 in the plan year 2022 filing to 25 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 043017157 · Carroll Physical Therapy, Inc. PY 2023 · 401(k)

Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust · $3M · 25 · 37th

  • PCT $3M
  • PCT 25
  • PCT 37th
  • PCT 401(k)
  • PCT near O'brien Rivamonte Slate & Schulte PC Profit Sharing Plan & Trust
  • PCT ind #6719

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust in the asset neighbourhood

The Nakamoto Group, Inc. 401(k) PlanThe Nakamoto Group, Inc. 401…$3MCarroll Physical Therapy, Inc. 401(k) Ps Plan & TrustCarroll Physical Therapy, In…$3MO'brien Rivamonte Slate & Schulte PC Profit Sharing Plan & TrustO'brien Rivamonte Slate & Sc…$3MArcadia Development Co. 401(k) Profit Sharing Plan & TrustArcadia Development Co. 401(…$3MStonecreek Dental Care 401(k)PlanStonecreek Dental Care 401(k…$3M
End-of-year total assets ($M) among Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carroll Physical Therapy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Carroll Physical Therapy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 30.72854739024058% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.81M $3.68M ▲ +31.0%
Year Plans Participants Total Assets
2022 1 27 $3M
2023 1 25 $3M
2024 1 23 $4M

Carroll Physical Therapy, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$403K
Employer EIN043017157
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust, Total assets ($B): 0.003214734 · Participants: 25Carroll Physical Therapy, Inc. 401(k) Ps Plan & TrustFidelity 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
Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust side-by-side with 3 peers →

Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is O'brien Rivamonte Slate & Schulte PC Profit Sharing Plan & Trust in MI ($3M); by covered participants it is Pyromet 401(k) Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust assets move in 2023? ▼
Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust grew at a solid clip - up 14.3% during 2023, from $3M to $3M. Reported net income was $403K.
How have Carroll Physical Therapy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carroll Physical Therapy, Inc.'s sponsor-wide assets grew 30.7%, from $3M to $4M.
Which 401(k) plans are similar in size to Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is O'brien Rivamonte Slate & Schulte PC Profit Sharing Plan & Trust in MI ($3M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pyromet 401(k) Plan in PA (25 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 043017157.

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.