401(k) · DOL Form 5500 · 2023

Carrot Fertility, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
331
Participants Below avg headcount
69th
Percentile by assets National rank
$49,186
Avg per participant Low balance/head
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Official DOL plan name: Carrot 401(k) Plan · Sponsored by Carrot Fertility, Inc. · California · Professional & Technical Services

$16M in assets, 331 participants

Carrot Fertility, Inc.'s Carrot 401(k) Plan reported $16M in total assets and 331 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,859 in Professional & Technical Services (20,321 peers)

Carrot Fertility, Inc. multi-year trail

Carrot Fertility, Inc.'s plans moved +201.8% in assets from 2022 to 2024; this filing shows Carrot 401(k) Plan at $16M / 331 participants.

#13,859
in Professional & Technical Services (20,321 peers)
+123.9%
assets growth YoY

Carrot 401(k) Plan's outsized position by total assets

Carrot 401(k) Plan vs every filed plan by assets

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

$16,280,515 Top 31% higher than 69% 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

Carrot 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. Carrot 401(k) Plan sits mid-pack in the medium band (331 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carrot 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Carrot 401(k) Plan reported net income rose from $5M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Carrot 401(k) Plan reported participants rose from 237 in the plan year 2022 filing to 331 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 811995709 · Carrot Fertility, Inc. PY 2023 · 401(k)

Carrot 401(k) Plan · $16M · 331 · 69th

  • 5500 $16M
  • 5500 331
  • 5500 69th
  • 5500 401(k)
  • 5500 near Sweetener Supply Corp., Et Al, Retirement Plan
  • 5500 ind #13859

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 California →

Carrot 401(k) Plan in the asset neighbourhood

Carrot 401(k) Plan$16MSweetener Supply Corp., Et Al, Retirement PlanSweetener Supply Corp., Et A…$16MArlington Coal & Lumber Co. 401(k) Retirement PlanArlington Coal & Lumber Co. …$16MSpectrum Comm, Inc. 401(k) Profit Sharing PlanSpectrum Comm, Inc. 401(k) P…$16MShared Services 401(k) Plan$16M
End-of-year total assets ($M) among Carrot 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carrot Fertility, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Carrot Fertility, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 201.76917851375418% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $7.27M $21.9M ▲ +201.8%
Year Plans Participants Total Assets
2022 1 237 $7M
2023 1 331 $16M
2024 1 440 $22M

Carrot Fertility, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$16M
Net Income$9M
Employer EIN811995709
Plan Effective Date2021-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Carrot 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Carrot 401(k) Plan, Total assets ($B): 0.016280515 · Participants: 331Carrot 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Carrot 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Carrot 401(k) Plan side-by-side with 3 peers →

Carrot 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sweetener Supply Corp., Et Al, Retirement Plan in IL ($16M); by covered participants it is Pds 401(k) Plan for Maritime Sector Employees in TX (331 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (331 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 Carrot 401(k) Plan assets move in 2023? ▼
Carrot 401(k) Plan surged - up 123.9% during 2023, from $7M to $16M. Reported net income was $9M.
How have Carrot Fertility, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carrot Fertility, Inc.'s sponsor-wide assets grew 201.8%, from $7M to $22M.
Which 401(k) plans are similar in size to Carrot 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sweetener Supply Corp., Et Al, Retirement Plan in IL ($16M, 205 participants).
Which 401(k) plans cover a similar participant headcount to Carrot 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Maritime Sector Employees in TX (331 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 811995709.

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.