401(k) · DOL Form 5500 · 2023

Carroll Independent Fuel, LLC 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
806
Participants Near avg headcount
83rd
Percentile by assets National rank
$49,574
Avg per participant Low balance/head
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Official DOL plan name: Carroll Independent Fuel 401(k) Retirement Plan · Sponsored by Carroll Independent Fuel, LLC · Maryland · Wholesale Trade

$40M in assets, 806 participants

Carroll Independent Fuel, LLC's Carroll Independent Fuel 401(k) Retirement Plan reported $40M in total assets and 806 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #5,262 in Wholesale Trade (6,309 peers)

Where Carroll Independent Fuel 401(k) Retirement Plan sits by assets

Carroll Independent Fuel 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $40M for 806 participants (~$49,574/participant), up 21.1% in 2023.

#5,262
in Wholesale Trade (6,309 peers)
+21.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Carroll Independent Fuel 401(k) Retirement Plan's outsized position by total assets

Carroll Independent Fuel 401(k) Retirement Plan vs every filed plan by assets

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

$39,956,261 Top 17% higher than 83% 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

Carroll Independent Fuel 401(k) Retirement 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. Carroll Independent Fuel 401(k) Retirement Plan sits mid-pack in the medium band (806 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carroll Independent Fuel 401(k) Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Carroll Independent Fuel 401(k) Retirement Plan end-of-year assets rose from $33M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Carroll Independent Fuel 401(k) Retirement Plan reported participants fell from 888 in the plan year 2022 filing to 806 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 520265090 · Carroll Independent Fuel, LLC PY 2023 · 401(k)

Carroll Independent Fuel 401(k) Retirement Plan · $40M · 806 · 83rd

  • EBSA $40M
  • PART 806
  • TYPE 83rd
  • NET 401(k)
  • BOOK near Carbon Health 401(k) Plan
  • VS-ST ind #5262

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 Maryland →

Carroll Independent Fuel 401(k) Retirement Plan in the asset neighbourhood

Foley Family Wines 401(k) PlanFoley Family Wines 401(k) Pl…$40MLoren Cook Company 401(k) PlanLoren Cook Company 401(k) Pl…$40MCarroll Independent Fuel 401(k) Retirement PlanCarroll Independent Fuel 401…$40MCarbon Health 401(k) Plan$40MBank Independent 401(k) Profit Sharing PlanBank Independent 401(k) Prof…$40M
End-of-year total assets ($M) among Carroll Independent Fuel 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$40M
Net Income$7M
Employer EIN520265090
Plan Effective Date1973-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carroll Independent Fuel, LLC)

Sponsor-wide plan assets over time

All Carroll Independent Fuel, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$45M 37.60851682907239% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $33M $45.4M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 888 $33M
2023 1 806 $40M
2024 1 729 $45M

Nearby 401(k) Plans in Maryland

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

Carroll Independent Fuel 401(k) Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Carroll Independent Fuel 401(k) Retirement Plan, Total assets ($B): 0.039956261 · Participants: 806Carroll Independent Fuel 401(k) Retirement PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Carroll Independent Fuel 401(k) Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Carroll Independent Fuel 401(k) Retirement Plan side-by-side with 3 peers →

Carroll Independent Fuel 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Carbon Health 401(k) Plan in CA ($40M); by covered participants it is Alerus Financial Corporation Safe Harbor 401(k) Plan in ND (806 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (806 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 Carroll Independent Fuel 401(k) Retirement Plan assets move in 2023? ▼
Carroll Independent Fuel 401(k) Retirement Plan grew sharply - up 21.1% during 2023, from $33M to $40M. Reported net income was $7M.
How have Carroll Independent Fuel, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carroll Independent Fuel, LLC's sponsor-wide assets grew 37.6%, from $33M to $45M.
Where does Carroll Independent Fuel 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Carroll Independent Fuel 401(k) Retirement Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Carroll Independent Fuel 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carbon Health 401(k) Plan in CA ($40M, 2,411 participants).
Which 401(k) plans cover a similar participant headcount to Carroll Independent Fuel 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alerus Financial Corporation Safe Harbor 401(k) Plan in ND (806 participants, $170M 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 520265090.

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.