401(k) · DOL Form 5500 · 2023

Carlton Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
54
Participants Small participant base
45th
Percentile by assets National rank
$97,357
Avg per participant Below avg balance/head
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Official DOL plan name: Carlton Enterprises, Inc. 401(k) Retirement Savings Plan · Sponsored by Carlton Enterprises, Inc. · Oklahoma · Retail Trade

$5M in assets, 54 participants

Carlton Enterprises, Inc.'s Carlton Enterprises, Inc. 401(k) Retirement Savings Plan reported $5M in total assets and 54 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #4,699 in Retail Trade (8,414 peers)

Carlton Enterprises, Inc. multi-year trail

Carlton Enterprises, Inc.'s plans moved +15.8% in assets from 2022 to 2024; this filing shows Carlton Enterprises, Inc. 401(k) Retirement Savings Plan at $5M / 54 participants.

#4,699
in Retail Trade (8,414 peers)
+18.6%
assets growth YoY

Carlton Enterprises, Inc. 401(k) Retirement Savings Plan's mid-pack asset rank among Retail Trade and all filers

Carlton Enterprises, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$5,257,297 45th percentile higher than 45% 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

Carlton Enterprises, Inc. 401(k) 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. Carlton Enterprises, Inc. 401(k) Retirement Savings Plan is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carlton Enterprises, Inc. 401(k) Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $824K in the plan year 2023 filing.
  • Carlton Enterprises, Inc. 401(k) Retirement Savings Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Carlton Enterprises, Inc. 401(k) Retirement Savings Plan reported participants fell from 60 in the plan year 2022 filing to 54 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 731065505 · Carlton Enterprises, Inc. PY 2023 · 401(k)

Carlton Enterprises, Inc. 401(k) Retirement Savings Plan · $5M · 54 · 45th

  • PHOTO $5M
  • PHOTO 54
  • PHOTO 45th
  • PHOTO 401(k)
  • PHOTO near Outside in 403(b) Plan
  • PHOTO ind #4699

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 Oklahoma →

Carlton Enterprises, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood

Carlton Enterprises, Inc. 401(k) Retirement Savings PlanCarlton Enterprises, Inc. 40…$5MOutside in 403(b) Plan$5MC.H. Hanson Co. Employees Profit Sharing & 401(k) Savings PlanC.H. Hanson Co. Employees Pr…$5MFhi Clinical Inc. Retirement PlanFhi Clinical Inc. Retirement…$5MAvi Foodsystems, Inc. 401(k) Plan aAvi Foodsystems, Inc. 401(k)…$5M
End-of-year total assets ($M) among Carlton Enterprises, Inc. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carlton Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Carlton Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 15.814140872762101% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.43M $5.13M ▲ +15.8%
Year Plans Participants Total Assets
2022 1 60 $4M
2023 1 54 $5M
2024 1 51 $5M

Carlton Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$824K
Employer EIN731065505
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Carlton Enterprises, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Carlton Enterprises, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.005257297 · Participants: 54Carlton Enterprises, Inc. 401(k) Retirement Savings PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Carlton Enterprises, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Carlton Enterprises, Inc. 401(k) Retirement Savings Plan side-by-side with 3 peers →

Carlton Enterprises, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Outside in 403(b) Plan in OR ($5M); by covered participants it is Arco Publicidad Retirement Plan in PR (54 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Carlton Enterprises, Inc. 401(k) Retirement Savings Plan assets move in 2023? ▼
Carlton Enterprises, Inc. 401(k) Retirement Savings Plan grew sharply - up 18.6% during 2023, from $4M to $5M. Reported net income was $824K.
How have Carlton Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlton Enterprises, Inc.'s sponsor-wide assets grew 15.8%, from $4M to $5M.
Which 401(k) plans are similar in size to Carlton Enterprises, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Outside in 403(b) Plan in OR ($5M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Carlton Enterprises, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arco Publicidad Retirement Plan in PR (54 participants, $231K 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 731065505.

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.