401(k) · DOL Form 5500 · 2023

Carisk Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
169
Participants Small participant base
44th
Percentile by assets National rank
$29,763
Avg per participant Low balance/head
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Official DOL plan name: Carisk Partners, Inc. 401(k) Plan · Sponsored by Carisk Partners, Inc. · Florida · Finance & Insurance

$5M in assets, 169 participants

Carisk Partners, Inc.'s Carisk Partners, Inc. 401(k) Plan reported $5M in total assets and 169 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,801 in Finance & Insurance (8,869 peers)

Coverage in Florida

Carisk Partners, Inc. 401(k) Plan covers 169 participants in Florida, about 27% of the average Florida filer (state average ~628 per filing). Assets: $5M.

#2,801
in Finance & Insurance (8,869 peers)
+51.5%
assets growth YoY

Carisk Partners, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Carisk Partners, Inc. 401(k) Plan vs every filed plan by assets

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

$5,029,898 44th percentile higher than 44% 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

Carisk Partners, Inc. 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. Carisk Partners, Inc. 401(k) Plan sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carisk Partners, Inc. 401(k) Plan reported net income rose from $419K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Carisk Partners, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Carisk Partners, Inc. 401(k) Plan reported participants rose from 128 in the plan year 2022 filing to 169 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 273766484 · Carisk Partners, Inc. PY 2023 · 401(k)

Carisk Partners, Inc. 401(k) Plan · $5M · 169 · 44th

  • PART $5M
  • TYPE 169
  • NET 44th
  • BOOK 401(k)
  • VS-ST near Business Training Library, LLC 401(k) Profit Sharing Plan
  • BOY ind #2801

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 Finance & Insurance retirement plans → · Plans in Florida →

Carisk Partners, Inc. 401(k) Plan in the asset neighbourhood

Carisk Partners, Inc. 401(k) PlanCarisk Partners, Inc. 401(k)…$5MBusiness Training Library, LLC 401(k) Profit Sharing PlanBusiness Training Library, L…$5MEarthbound LLC 401 K Profit Sharing Plan and TrustEarthbound LLC 401 K Profit …$5MAccurate Electric Employee Stock Ownership PlanAccurate Electric Employee S…$5MHealy Scanlon, LLC 401(k) PlanHealy Scanlon, LLC 401(k) Pl…$5M
End-of-year total assets ($M) among Carisk Partners, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN273766484
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carisk Partners, Inc.)

Sponsor-wide plan assets over time

All Carisk Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 95.62626373642918% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.32M $6.5M ▲ +95.8%
Year Plans Participants Total Assets
2022 1 128 $3M
2023 1 169 $5M
2024 1 164 $6M

Nearby 401(k) Plans in Florida

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

Carisk Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Carisk Partners, Inc. 401(k) Plan, Total assets ($B): 0.005029898 · Participants: 169Carisk Partners, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Carisk Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Carisk Partners, Inc. 401(k) Plan side-by-side with 3 peers →

Carisk Partners, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Business Training Library, LLC 401(k) Profit Sharing Plan in MO ($5M); by covered participants it is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Carisk Partners, Inc. 401(k) Plan assets move in 2023? ▼
Carisk Partners, Inc. 401(k) Plan surged - up 51.5% during 2023, from $3M to $5M. Reported net income was $2M.
How have Carisk Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carisk Partners, Inc.'s sponsor-wide assets grew 95.6%, from $3M to $6M.
Which 401(k) plans are similar in size to Carisk Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Business Training Library, LLC 401(k) Profit Sharing Plan in MO ($5M, 86 participants).
Which 401(k) plans cover a similar participant headcount to Carisk Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 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 273766484.

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.