401(k) · DOL Form 5500 · 2023

Carter Cpa LLC 401(k) Plan

Data updated 2026-08-25

$404K
Total assets Small plan by assets
5
Participants Small participant base
16th
Percentile by assets National rank
$80,706
Avg per participant Below avg balance/head
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Official DOL plan name: Carter Clarus 401(k) Profit Sharing Plan · Sponsored by Carter Cpa LLC · New York · Professional & Technical Services

$404K in assets, 5 participants

Carter Cpa LLC's Carter Clarus 401(k) Profit Sharing Plan reported $404K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,478 in Professional & Technical Services (20,321 peers)

Carter Cpa LLC multi-year trail

Carter Cpa LLC's plans moved +113.6% in assets from 2022 to 2024; this filing shows Carter Clarus 401(k) Profit Sharing Plan at $404K / 5 participants.

#2,478
in Professional & Technical Services (20,321 peers)
+46.4%
assets growth YoY

Carter Clarus 401(k) Profit Sharing Plan among the smaller filed plans by assets

Carter Clarus 401(k) Profit Sharing Plan vs every filed plan by assets

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

$403,532 16th percentile higher than 16% 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 Clarus 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carter Clarus 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carter Clarus 401(k) Profit Sharing Plan reported net income rose from $34K in the plan year 2022 filing to $128K in the plan year 2023 filing.
  • Carter Clarus 401(k) Profit Sharing Plan end-of-year assets rose from $276K in the plan year 2022 filing to $404K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 464199964 · Carter Cpa LLC PY 2023 · 401(k)

Carter Clarus 401(k) Profit Sharing Plan · $404K · 5 · 16th

  • NET $404K
  • NET 5
  • NET 16th
  • NET 401(k)
  • NET near Francisca Club 401(k) Profit Sharing Plan & Trust
  • NET ind #2478

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 New York →

Carter Clarus 401(k) Profit Sharing Plan in the asset neighbourhood

Carter Clarus 401(k) Profit Sharing PlanCarter Clarus 401(k) Profit …$404KFrancisca Club 401(k) Profit Sharing Plan & TrustFrancisca Club 401(k) Profit…$404KWindsor Door Union Retirement Savings PlanWindsor Door Union Retiremen…$403KJms Elec. Constr., Inc 401(k) Profit Sharing PlanJms Elec. Constr., Inc 401(k…$403KSkasbridge, Inc. 401(k) Plan$404K
End-of-year total assets ($M) among Carter Clarus 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carter Cpa LLC multi-year asset trail

Sponsor-wide plan assets over time

All Carter Cpa LLC plans reported in each filing year

Latest sponsor-wide plan assets
$589K 113.58034097794419% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.28M $0.59M ▲ +110.7%
Year Plans Participants Total Assets
2022 1 5 $276K
2023 1 5 $404K
2024 1 7 $589K

Carter Cpa LLC filing trail (2023)

Total Assets (Beginning of Year)$276K
Net Assets (End of Year)$404K
Net Income$128K
Employer EIN464199964
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Carter Clarus 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Carter Clarus 401(k) Profit Sharing Plan, Total assets ($B): 0.000403532 · Participants: 5Carter Clarus 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Carter Clarus 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Carter Clarus 401(k) Profit Sharing Plan side-by-side with 3 peers →

Carter Clarus 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Francisca Club 401(k) Profit Sharing Plan & Trust in CA ($404K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Clarus 401(k) Profit Sharing Plan assets move in 2023? ▼
Carter Clarus 401(k) Profit Sharing Plan surged - up 46.4% during 2023, from $276K to $404K. Reported net income was $128K.
How have Carter Cpa LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carter Cpa LLC's sponsor-wide assets grew 113.6%, from $276K to $589K.
Where does Carter Clarus 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Carter Clarus 401(k) Profit Sharing Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Carter Clarus 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Francisca Club 401(k) Profit Sharing Plan & Trust in CA ($404K, 59 participants).
Which 401(k) plans cover a similar participant headcount to Carter Clarus 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 464199964.

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.