401(k) · DOL Form 5500 · 2023

Sam Carbis Solutions Group, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
105
Participants Small participant base
61st
Percentile by assets National rank
$105,036
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sam Carbis Solutions Group, LLC 401(k) Plan · Sponsored by Sam Carbis Solutions Group, LLC · South Carolina · Wholesale Trade

$11M in assets, 105 participants

Sam Carbis Solutions Group, LLC's Sam Carbis Solutions Group, LLC 401(k) Plan reported $11M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,358 in Wholesale Trade (6,309 peers)

Coverage in South Carolina

Sam Carbis Solutions Group, LLC 401(k) Plan covers 105 participants in South Carolina, about 28% of the average South Carolina filer (state average ~369 per filing). Assets: $11M.

#3,358
in Wholesale Trade (6,309 peers)
+13.5%
assets growth YoY

Sam Carbis Solutions Group, LLC 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Sam Carbis Solutions Group, LLC 401(k) Plan vs every filed plan by assets

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

$11,028,827 Top 39% higher than 61% 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

Sam Carbis Solutions Group, LLC 401(k) Plan 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. Sam Carbis Solutions Group, LLC 401(k) Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sam Carbis Solutions Group, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Sam Carbis Solutions Group, LLC 401(k) Plan reported participants fell from 122 in the plan year 2022 filing to 105 in the plan year 2023 filing.
  • Sam Carbis Solutions Group, LLC 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 463778984 · Sam Carbis Solutions Group, LLC PY 2023 · 401(k)

Sam Carbis Solutions Group, LLC 401(k) Plan · $11M · 105 · 61st

  • PART $11M
  • TYPE 105
  • NET 61st
  • BOOK 401(k)
  • VS-ST near Enerfin Resources Company 401(k) Profit Sharing Plan
  • BOY ind #3358

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 Wholesale Trade retirement plans → · Plans in South Carolina →

Sam Carbis Solutions Group, LLC 401(k) Plan in the asset neighbourhood

Sam Carbis Solutions Group, LLC 401(k) PlanSam Carbis Solutions Group, …$11MEnerfin Resources Company 401(k) Profit Sharing PlanEnerfin Resources Company 40…$11MVerifract LLC 401(k) Plan$11MTlc Casino Enterprises, Inc. 401(k) PlanTlc Casino Enterprises, Inc.…$11MSan Luis Obispo County Farm Supply 401(k) Profit Sharing PlanSan Luis Obispo County Farm …$11M
End-of-year total assets ($M) among Sam Carbis Solutions Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

South Carolina filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN463778984
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sam Carbis Solutions Group, LLC)

Sponsor-wide plan assets over time

All Sam Carbis Solutions Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 0.9233737936802178% vs 2022
2024 filing year
$9M$9.5M$10M$10.5M$11M$11.5M 202220232024 $9.72M $9.63M ▼ -0.9%
Year Plans Participants Total Assets
2022 1 122 $10M
2023 1 105 $11M
2024 1 146 $10M

Nearby 401(k) Plans in South Carolina

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

Sam Carbis Solutions Group, LLC 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Sam Carbis Solutions Group, LLC 401(k) Plan, Total assets ($B): 0.011028827 · Participants: 105Sam Carbis Solutions Group, LLC 401(k) PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Sam Carbis Solutions Group, LLC 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Sam Carbis Solutions Group, LLC 401(k) Plan side-by-side with 3 peers →

Sam Carbis Solutions Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Enerfin Resources Company 401(k) Profit Sharing Plan in TX ($11M); by covered participants it is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Sam Carbis Solutions Group, LLC 401(k) Plan assets move in 2023? ▼
Sam Carbis Solutions Group, LLC 401(k) Plan grew at a solid clip - up 13.5% during 2023, from $10M to $11M. Reported net income was $1M.
How have Sam Carbis Solutions Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sam Carbis Solutions Group, LLC's sponsor-wide assets declined 0.9%, from $10M to $10M.
Which 401(k) plans are similar in size to Sam Carbis Solutions Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Enerfin Resources Company 401(k) Profit Sharing Plan in TX ($11M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Sam Carbis Solutions Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants, $6M 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 463778984.

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.