401(k) · DOL Form 5500 · 2023

Carter, P.C. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
23
Participants Small participant base
45th
Percentile by assets National rank
$226,144
Avg per participant Above avg balance/head
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Official DOL plan name: Carter, P.C. 401(k) Plan · Sponsored by Carter, P.C. · North Carolina · Professional & Technical Services

$5M in assets, 23 participants

Carter, P.C.'s Carter, P.C. 401(k) Plan reported $5M in total assets and 23 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.

  • #8,742 in Professional & Technical Services (20,321 peers)

Carter, P.C. multi-year trail

Carter, P.C.'s plans moved +36.0% in assets from 2022 to 2024; this filing shows Carter, P.C. 401(k) Plan at $5M / 23 participants.

#8,742
in Professional & Technical Services (20,321 peers)
+17.8%
assets growth YoY

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

Carter, P.C. 401(k) Plan vs every filed plan by assets

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

$5,201,320 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

Carter, P.C. 401(k) 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. Carter, P.C. 401(k) Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carter, P.C. 401(k) Plan reported net income rose from $276K in the plan year 2022 filing to $786K in the plan year 2023 filing.
  • Carter, P.C. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Carter, P.C. 401(k) Plan reported participants rose from 20 in the plan year 2022 filing to 23 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 383828234 · Carter, P.C. PY 2023 · 401(k)

Carter, P.C. 401(k) Plan · $5M · 23 · 45th

  • NET $5M
  • BOOK 23
  • VS-ST 45th
  • BOY 401(k)
  • SCH near Nathan Jackson Dba Choice Rehab 401(k) P/S Plan
  • EBSA ind #8742

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 North Carolina →

Carter, P.C. 401(k) Plan in the asset neighbourhood

Carter, P.C. 401(k) Plan$5MNathan Jackson Dba Choice Rehab 401(k) P/S PlanNathan Jackson Dba Choice Re…$5MCfs Pep$5MBefesa Zinc Metal LLC Salaried Retirement Savings PlanBefesa Zinc Metal LLC Salari…$5MBefesa Zinc Metal LLC Salaried Retirement Savings PlanBefesa Zinc Metal LLC Salari…$5M
End-of-year total assets ($M) among Carter, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carter, P.C. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$6M 35.97815830945007% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.42M $6M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 20 $4M
2023 1 23 $5M
2024 1 32 $6M

Carter, P.C. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$786K
Employer EIN383828234
Plan Effective Date2011-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Carter, P.C. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Carter, P.C. 401(k) Plan, Total assets ($B): 0.00520132 · Participants: 23Carter, P.C. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Carter, P.C. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carter, P.C. 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Nathan Jackson Dba Choice Rehab 401(k) P/S Plan in TX ($5M); by covered participants it is Tri J Packaging, Inc. Retirement Plan in GA (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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, P.C. 401(k) Plan assets move in 2023? ▼
Carter, P.C. 401(k) Plan grew sharply - up 17.8% during 2023, from $4M to $5M. Reported net income was $786K.
How have Carter, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carter, P.C.'s sponsor-wide assets grew 36.0%, from $4M to $6M.
Which 401(k) plans are similar in size to Carter, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nathan Jackson Dba Choice Rehab 401(k) P/S Plan in TX ($5M, 1,102 participants).
Which 401(k) plans cover a similar participant headcount to Carter, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tri J Packaging, Inc. Retirement Plan in GA (23 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 383828234.

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.