401(k) · DOL Form 5500 · 2023

Carter Mario P.C. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
106
Participants Small participant base
60th
Percentile by assets National rank
$101,567
Avg per participant Below avg balance/head
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Official DOL plan name: Carter Mario P.C. 401(k) Profit Sharing Plan and Trust · Sponsored by Carter Mario P.C. · Connecticut · Professional & Technical Services

$11M in assets, 106 participants

Carter Mario P.C.'s Carter Mario P.C. 401(k) Profit Sharing Plan and Trust reported $11M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,988 in Professional & Technical Services (20,321 peers)

Coverage in Connecticut

Carter Mario P.C. 401(k) Profit Sharing Plan and Trust covers 106 participants in Connecticut, about 15% of the average Connecticut filer (state average ~718 per filing). Assets: $11M.

#11,988
in Professional & Technical Services (20,321 peers)
+22.0%
assets growth YoY

Carter Mario P.C. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Carter Mario P.C. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$10,766,115 Top 40% higher than 60% 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

Carter Mario P.C. 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carter Mario P.C. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carter Mario P.C. 401(k) Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Carter Mario P.C. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Carter Mario P.C. 401(k) Profit Sharing Plan and Trust reported participants rose from 104 in the plan year 2022 filing to 106 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 061277333 · Carter Mario P.C. PY 2023 · 401(k)

Carter Mario P.C. 401(k) Profit Sharing Plan and Trust · $11M · 106 · 60th

  • TYPE $11M
  • TYPE 106
  • TYPE 60th
  • TYPE 401(k)
  • TYPE near Mmf Capital Management V, LLC 401(k) Plan
  • TYPE ind #11988

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 Professional & Technical Services retirement plans → · Plans in Connecticut →

Carter Mario P.C. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Carter Mario P.C. 401(k) Profit Sharing Plan and TrustCarter Mario P.C. 401(k) Pro…$11MMmf Capital Management V, LLC 401(k) PlanMmf Capital Management V, LL…$11MQuality Hearing Instruments Ll 401(k) Profit Sharing Plan & TrustQuality Hearing Instruments …$11MThe Rushing Company 401(k) PlanThe Rushing Company 401(k) P…$11MMagnum Producing & Operating Company Profit Sharing PlanMagnum Producing & Operating…$11M
End-of-year total assets ($M) among Carter Mario P.C. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN061277333
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carter Mario P.C.)

Sponsor-wide plan assets over time

All Carter Mario P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 34.55663418538064% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.82M $11.9M ▲ +34.6%
Year Plans Participants Total Assets
2022 1 104 $9M
2023 1 106 $11M
2024 1 115 $12M

Nearby 401(k) Plans in Connecticut

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

Carter Mario P.C. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Carter Mario P.C. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.010766115 · Participants: 106Carter Mario P.C. 401(k) Profit Sharing Plan and TrustRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Carter Mario P.C. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Carter Mario P.C. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Carter Mario P.C. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Mmf Capital Management V, LLC 401(k) Plan in IL ($11M); by covered participants it is Interfolio 401(k) P/S Plan in DC (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Carter Mario P.C. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Carter Mario P.C. 401(k) Profit Sharing Plan and Trust grew sharply - up 22.0% during 2023, from $9M to $11M. Reported net income was $2M.
How have Carter Mario P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carter Mario P.C.'s sponsor-wide assets grew 34.6%, from $9M to $12M.
Which 401(k) plans are similar in size to Carter Mario P.C. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mmf Capital Management V, LLC 401(k) Plan in IL ($11M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Carter Mario P.C. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Interfolio 401(k) P/S Plan in DC (106 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 061277333.

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.