401(k) · DOL Form 5500 · 2023

Carabetta Management Company 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
342
Participants Below avg headcount
73rd
Percentile by assets National rank
$58,646
Avg per participant Low balance/head
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Official DOL plan name: Carabetta Group 401(k) Profit Sharing Plan · Sponsored by Carabetta Management Company · Connecticut · Real Estate

$20M in assets, 342 participants

Carabetta Management Company's Carabetta Group 401(k) Profit Sharing Plan reported $20M in total assets and 342 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,113 in Real Estate (4,727 peers)

Coverage in Connecticut

Carabetta Group 401(k) Profit Sharing Plan covers 342 participants in Connecticut, about 48% of the average Connecticut filer (state average ~718 per filing). Assets: $20M.

#4,113
in Real Estate (4,727 peers)
+15.2%
assets growth YoY

Carabetta Group 401(k) Profit Sharing Plan's outsized position by total assets

Carabetta Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$20,057,007 Top 27% higher than 73% 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

Carabetta Group 401(k) Profit Sharing 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. Carabetta Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (342 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carabetta Group 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Carabetta Group 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Carabetta Group 401(k) Profit Sharing Plan reported participants fell from 355 in the plan year 2022 filing to 342 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 061098566 · Carabetta Management Company PY 2023 · 401(k)

Carabetta Group 401(k) Profit Sharing Plan · $20M · 342 · 73rd

  • BOOK $20M
  • VS-ST 342
  • BOY 73rd
  • SCH 401(k)
  • EBSA near Rivulis Irrigation, Inc. Savings and Investment Plan
  • PART ind #4113

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 Real Estate retirement plans → · Plans in Connecticut →

Carabetta Group 401(k) Profit Sharing Plan in the asset neighbourhood

Carabetta Group 401(k) Profit Sharing PlanCarabetta Group 401(k) Profi…$20MRivulis Irrigation, Inc. Savings and Investment PlanRivulis Irrigation, Inc. Sav…$20MDt Global 401(k) Profit Sharing PlanDt Global 401(k) Profit Shar…$20MLife Line Screening 401(k) Retirement Savings PlanLife Line Screening 401(k) R…$20MJc Foodservice, Inc. 401(k) PlanJc Foodservice, Inc. 401(k) …$20M
End-of-year total assets ($M) among Carabetta Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN061098566
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carabetta Management Company)

Sponsor-wide plan assets over time

All Carabetta Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$21M 20.593630530653524% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17.4M $21M ▲ +20.6%
Year Plans Participants Total Assets
2022 1 355 $17M
2023 1 342 $20M
2024 1 345 $21M

Nearby 401(k) Plans in Connecticut

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

Carabetta Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Carabetta Group 401(k) Profit Sharing Plan, Total assets ($B): 0.020057007 · Participants: 342Carabetta Group 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Carabetta Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Carabetta Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Rivulis Irrigation, Inc. Savings and Investment Plan in CA ($20M); by covered participants it is 403(b) Thrift Plan for Employees of Enmrsh, Inc. in NM (342 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (342 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 Carabetta Group 401(k) Profit Sharing Plan assets move in 2023? ▼
Carabetta Group 401(k) Profit Sharing Plan grew sharply - up 15.2% during 2023, from $17M to $20M. Reported net income was $3M.
How have Carabetta Management Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carabetta Management Company's sponsor-wide assets grew 20.6%, from $17M to $21M.
Which 401(k) plans are similar in size to Carabetta Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rivulis Irrigation, Inc. Savings and Investment Plan in CA ($20M, 189 participants).
Which 401(k) plans cover a similar participant headcount to Carabetta Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 403(b) Thrift Plan for Employees of Enmrsh, Inc. in NM (342 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 061098566.

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.