401(k) · DOL Form 5500 · 2023

Carter-Jones Companies, Inc. 401(k) Plan

Data updated 2026-08-11

$143M
Total assets: 3,709
Participants: 93rd
Percentile by assets: $38,436
Avg per participant

Official DOL plan name: Carter-Jones Companies 401(k) Retirement Plan · Sponsored by Carter-Jones Companies, Inc. · Ohio · Retail Trade

$143M in assets, 3,709 participants

Carter-Jones Companies, Inc.'s Carter-Jones Companies 401(k) Retirement Plan reported $143M in total assets and 3,709 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

93rd percentile by assets (of 127,072 plans)
#8,094 in Retail Trade (8,414 peers)

Coverage in Ohio

Carter-Jones Companies 401(k) Retirement Plan covers 3,709 participants in Ohio, 4.8x the typical Ohio plan (state average ~765 per filing). Assets: $143M.

$143M
total plan assets (2023 EOY): 3,709
covered participants: 93rd
percentile by assets (of 127,072 plans): $38,436
avg assets per participant

Where Carter-Jones Companies 401(k) Retirement Plan sits by total assets

Carter-Jones Companies 401(k) Retirement Plan vs every filed plan by assets

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

$142,559,539 Top 7% higher than 93% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Carter-Jones Companies 401(k) Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $26M in the plan year 2023 filing.
Carter-Jones Companies 401(k) Retirement Plan end-of-year assets rose from $116M in the plan year 2022 filing to $143M in the plan year 2023 filing.
Carter-Jones Companies 401(k) Retirement Plan reported participants rose from 3,383 in the plan year 2022 filing to 3,709 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Ohio

Industry

Retail Trade

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Carter-Jones Companies 401(k) Retirement Plan reports 3,709 participants - 4.8x that state average ($143M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)	$116M
Net Assets (End of Year)	$143M
Net Income	$26M
Employer EIN	341128274
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Carter-Jones Companies, Inc.)

Total plan assets by year, all Carter-Jones Companies, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	3,383	$116M
2023	1	3,709	$143M
2024	1	3,902	$167M

Nearby 401(k) Plans in Ohio

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

Carter-Jones Companies 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Carter-Jones Companies 401(k) Retirement… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Carter-Jones Companies 401(k) Retirement Plan by total assets, not by location.

Mestek, Inc. 401(k) & Profit Sharing Plan (MA) $143M · 1,043
Georg Fischer Savings Tax-Advantaged Retirement Plan (CA) $143M · 1,271
Quanex Building Products Salaried and Nonunion Employee 401 (K) Plan (TX) $142M · 2,122
Argos USA Retirement Savings Plan (GA) $143M · 1,980

Frequently Asked Questions

How did Carter-Jones Companies 401(k) Retirement Plan assets move in 2023? ▼

Carter-Jones Companies 401(k) Retirement Plan grew sharply - up 22.4% during 2023, from $116M to $143M. Reported net income was $26M.

How have Carter-Jones Companies, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Carter-Jones Companies, Inc.'s sponsor-wide assets grew 43.8%, from $116M to $167M.

Where does Carter-Jones Companies 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼

Carter-Jones Companies 401(k) Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Carter-Jones Companies 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Mestek, Inc. 401(k) & Profit Sharing Plan in MA ($143M, 1,043 participants).

Next read for Carter-Jones Companies 401(k) Retirement…

Filing takeaways

Ways to act on Carter-Jones Companies 401(k) Retirement Plan's numbers.

By total assets, Carter-Jones Companies 401(k) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
Carter-Jones Companies, Inc.'s sponsor-wide assets have grown 43.8% since 2022 across 3 plan years on file. More Retail Trade plans

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 341128274.