401(k) · DOL Form 5500 · 2023

Sutton Frost Cary LLP 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
55
Participants Small participant base
52nd
Percentile by assets National rank
$135,881
Avg per participant Near avg balance/head
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Official DOL plan name: Sutton Frost Cary Retirement Plan · Sponsored by Sutton Frost Cary LLP · Texas · Professional & Technical Services

$7M in assets, 55 participants

Sutton Frost Cary LLP's Sutton Frost Cary Retirement Plan reported $7M in total assets and 55 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,313 in Professional & Technical Services (20,321 peers)

Sutton Frost Cary LLP multi-year trail

Sutton Frost Cary LLP's plans moved +58.7% in assets from 2022 to 2024; this filing shows Sutton Frost Cary Retirement Plan at $7M / 55 participants.

#10,313
in Professional & Technical Services (20,321 peers)
+30.5%
assets growth YoY

Sutton Frost Cary Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sutton Frost Cary Retirement Plan vs every filed plan by assets

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

$7,473,469 Top 48% higher than 52% 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

Sutton Frost Cary Retirement 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. Sutton Frost Cary Retirement Plan is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sutton Frost Cary Retirement Plan reported net income rose from -$748K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sutton Frost Cary Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Sutton Frost Cary Retirement Plan reported participants rose from 47 in the plan year 2022 filing to 55 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 752593210 · Sutton Frost Cary LLP PY 2023 · 401(k)

Sutton Frost Cary Retirement Plan · $7M · 55 · 52nd

  • ASSETS $7M
  • ASSETS 55
  • ASSETS 52nd
  • ASSETS 401(k)
  • ASSETS near Direct Mail Processors, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #10313

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 Texas →

Sutton Frost Cary Retirement Plan in the asset neighbourhood

Sutton Frost Cary Retirement PlanSutton Frost Cary Retirement…$7MDirect Mail Processors, Inc. 401(k) Profit Sharing PlanDirect Mail Processors, Inc.…$7MWec Energy Group Limited Retirement Savings PlanWec Energy Group Limited Ret…$7MBoomerang 401(k) Plan$7MLogan Corporation and Affiliates Profit Sharing and 401(k) PlanLogan Corporation and Affili…$7M
End-of-year total assets ($M) among Sutton Frost Cary Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sutton Frost Cary LLP multi-year asset trail

Sponsor-wide plan assets over time

All Sutton Frost Cary LLP plans reported in each filing year

Latest sponsor-wide plan assets
$9M 58.71084242894406% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.73M $9.09M ▲ +58.6%
Year Plans Participants Total Assets
2022 1 47 $6M
2023 1 55 $7M
2024 1 68 $9M

Sutton Frost Cary LLP filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN752593210
Plan Effective Date2019-03-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Sutton Frost Cary Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Sutton Frost Cary Retirement Plan, Total assets ($B): 0.007473469 · Participants: 55Sutton Frost Cary Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Sutton Frost Cary Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Sutton Frost Cary Retirement Plan side-by-side with 3 peers →

Sutton Frost Cary Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Direct Mail Processors, Inc. 401(k) Profit Sharing Plan in MD ($7M); by covered participants it is Verico Technology LLC 401(k) Plan in NH (55 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (55 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 Sutton Frost Cary Retirement Plan assets move in 2023? ▼
Sutton Frost Cary Retirement Plan surged - up 30.5% during 2023, from $6M to $7M. Reported net income was $2M.
How have Sutton Frost Cary LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sutton Frost Cary LLP's sponsor-wide assets grew 58.7%, from $6M to $9M.
Which 401(k) plans are similar in size to Sutton Frost Cary Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Direct Mail Processors, Inc. 401(k) Profit Sharing Plan in MD ($7M, 374 participants).
Which 401(k) plans cover a similar participant headcount to Sutton Frost Cary Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Verico Technology LLC 401(k) Plan in NH (55 participants, $32M 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 752593210.

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.