401(k) · DOL Form 5500 · 2023

Caretti, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
7
Participants Small participant base
40th
Percentile by assets National rank
$563,787
Avg per participant High balance/head
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Official DOL plan name: Caretti, Inc. Profit Sharing Plan and Trust · Sponsored by Caretti, Inc. · Pennsylvania · Construction

$4M in assets, 7 participants

Caretti, Inc.'s Caretti, Inc. Profit Sharing Plan and Trust reported $4M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #3,430 in Construction (9,030 peers)

Caretti, Inc. multi-year trail

Caretti, Inc.'s plans moved +14.4% in assets from 2022 to 2024; this filing shows Caretti, Inc. Profit Sharing Plan and Trust at $4M / 7 participants.

#3,430
in Construction (9,030 peers)
+2.8%
assets growth YoY

Caretti, Inc. Profit Sharing Plan and Trust's mid-pack asset rank among Construction and all filers

Caretti, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$3,946,506 40th percentile higher than 40% 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

Caretti, Inc. Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caretti, Inc. Profit Sharing Plan and Trust is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caretti, Inc. Profit Sharing Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $108K in the plan year 2023 filing.
  • Caretti, Inc. Profit Sharing Plan and Trust reported participants fell from 10 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Caretti, Inc. Profit Sharing Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 231552288 · Caretti, Inc. PY 2023 · 401(k)

Caretti, Inc. Profit Sharing Plan and Trust · $4M · 7 · 40th

  • PART $4M
  • TYPE 7
  • NET 40th
  • BOOK 401(k)
  • VS-ST near Henry E. Kloch & Co., Inc. Employees' 401(k) Profit Sharing Plan
  • BOY ind #3430

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 Construction retirement plans → · Plans in Pennsylvania →

Caretti, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Caretti, Inc. Profit Sharing Plan and TrustCaretti, Inc. Profit Sharing…$4MHenry E. Kloch & Co., Inc. Employees' 401(k) Profit Sharing PlanHenry E. Kloch & Co., Inc. E…$4MDirection's 403(b) Plan$4MThe Lifescapes Retirement Savings PlanThe Lifescapes Retirement Sa…$4MTom Ferry 401(k) Plan$4M
End-of-year total assets ($M) among Caretti, Inc. Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Caretti, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Caretti, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 14.35332676546943% vs 2022
2024 filing year
$3.6M$3.8M$4M$4.2M$4.4M$4.6M 202220232024 $3.84M $4.39M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 10 $4M
2023 1 7 $4M
2024 1 6 $4M

Caretti, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$108K
Employer EIN231552288
Plan Effective Date1969-03-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Caretti, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Caretti, Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.003946506 · Participants: 7Caretti, Inc. Profit Sharing Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Caretti, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Caretti, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

Caretti, Inc. Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Henry E. Kloch & Co., Inc. Employees' 401(k) Profit Sharing Plan in CA ($4M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Caretti, Inc. Profit Sharing Plan and Trust assets move in 2023? ▼
Caretti, Inc. Profit Sharing Plan and Trust edged up modestly - up 2.8% during 2023, from $4M to $4M. Reported net income was $108K.
How have Caretti, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caretti, Inc.'s sponsor-wide assets grew 14.4%, from $4M to $4M.
Which 401(k) plans are similar in size to Caretti, Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Henry E. Kloch & Co., Inc. Employees' 401(k) Profit Sharing Plan in CA ($4M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Caretti, Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 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 231552288.

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.