401(k) · DOL Form 5500 · 2023
Carson Tahoe Investments Inc. 401(k) Plan
Data updated 2026-08-25
- $488K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $488,051
- Avg per participant High balance/head
Official DOL plan name: Carson Tahoe Investments Inc. Pension Transfer Trust Plan · Sponsored by Carson Tahoe Investments Inc. · South Carolina · Real Estate
$488K in assets, 1 participants
Carson Tahoe Investments Inc.'s Carson Tahoe Investments Inc. Pension Transfer Trust Plan reported $488K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 18th 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.
- #1,427 in Real Estate (4,727 peers)
What the 2023 filing shows
Carson Tahoe Investments Inc. Pension Transfer Trust Plan holds $488K for 1 participant - about $488,051 per participant, among the smaller plans by assets on file.
- #1,427
- in Real Estate (4,727 peers)
- +1.0%
- assets growth YoY
Carson Tahoe Investments Inc. Pension Transfer Trust Plan among the smaller filed plans by assets
Carson Tahoe Investments Inc. Pension Transfer Trust Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$488,051 18th percentile higher than 18% 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
Carson Tahoe Investments Inc. Pension Transfer Trust Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carson Tahoe Investments Inc. Pension Transfer Trust Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carson Tahoe Investments Inc. Pension Transfer Trust Plan reported net income fell from $45K in the plan year 2022 filing to $5K in the plan year 2023 filing.
- Carson Tahoe Investments Inc. Pension Transfer Trust Plan end-of-year assets rose from $483K in the plan year 2022 filing to $488K in the plan year 2023 filing.
DOL schedule card
Filing strip 320401945 · Carson Tahoe Investments Inc. PY 2023 · 401(k)
Carson Tahoe Investments Inc. Pension Transfer Trust Plan · $488K · 1 · 18th
- VS-ST $488K
- BOY 1
- SCH 18th
- EBSA 401(k)
- PART near Salvatore Bonetti 401(k) Profit Sharing Plan & Trust
- TYPE ind #1427
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 South Carolina →
Carson Tahoe Investments Inc. Pension Transfer Trust Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $483K |
|---|---|
| Net Assets (End of Year) | $488K |
| Net Income | $5K |
| Employer EIN | 320401945 |
| Plan Effective Date | 2013-02-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carson Tahoe Investments Inc.)
Sponsor-wide plan assets over time
All Carson Tahoe Investments Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $505K 4.562559769491582% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $483K |
| 2023 | 1 | 1 | $488K |
| 2024 | 1 | 1 | $505K |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.1B · 14,439
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.5B · 8,661
- Sonoco Retirement & Savings Plan $1.6B · 11,311
- Sonoco Retirement & Savings Plan $1.3B · 10,614
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.3B · 11,348
Carson Tahoe Investments Inc. Pension Transfer Trust Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Salvatore Bonetti 401(k) Profit Sharing Plan & Trust in ME ($488K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($488K here).
- Salvatore Bonetti 401(k) Profit Sharing Plan & Trust (ME) $488K · 2
- Naugatuck Valley Math Center, Inc. 401(k) Plan (CT) $488K · 6
- Chantico One Corp. 401(k) Profit Sharing Plan (MI) $488K · 3
- Marco 401(k) Plan (IL) $488K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
- Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
- Armo 401(k) Trust (NJ) 1 · 0 off
- Provencio Enterprises Retirement Plan (TX) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.