401(k) · DOL Form 5500 · 2023
Carroll Distributing & Construction Supply, Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 278
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $42,647
- Avg per participant Low balance/head
Official DOL plan name: Carroll Distributing & Construction Supply, Inc. 401(k) Profit Sharing Plan · Sponsored by Carroll Distributing & Construction Supply, Inc. · Iowa · Retail Trade
$12M in assets, 278 participants
Carroll Distributing & Construction Supply, Inc.'s Carroll Distributing & Construction Supply, Inc. 401(k) Profit Sharing Plan reported $12M in total assets and 278 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #6,155 in Retail Trade (8,414 peers)
Coverage in Iowa
Carroll Distributing & Construction Supply, Inc. 401(k) Profit Sharing Plan covers 278 participants in Iowa, about 46% of the average Iowa filer (state average ~609 per filing). Assets: $12M.
- #6,155
- in Retail Trade (8,414 peers)
- +17.1%
- assets growth YoY
Carroll Distributing & Construction Supply, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers
Carroll Distributing & Construction Supply, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,855,913 Top 38% higher than 62% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Carroll Distributing & Construction Supply, Inc. 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. Carroll Distributing & Construction Supply, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (278 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carroll Distributing & Construction Supply, Inc. 401(k) Profit Sharing Plan reported net income rose from -$630K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Carroll Distributing & Construction Supply, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Carroll Distributing & Construction Supply, Inc. 401(k) Profit Sharing Plan reported participants rose from 264 in the plan year 2022 filing to 278 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 421190085 · Carroll Distributing & Construction Supply, Inc. PY 2023 · 401(k)
Carroll Distributing & Construction Supply, Inc. 401(k) Profit Sharing Plan · $12M · 278 · 62nd
- EOY $12M
- EOY 278
- EOY 62nd
- EOY 401(k)
- EOY near A.H. Management Group, Inc. Employees' Profit Sharing Trust
- EOY ind #6155
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 Retail Trade retirement plans → · Plans in Iowa →
Carroll Distributing & Construction Supply, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 421190085 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carroll Distributing & Construction Supply, Inc.)
Sponsor-wide plan assets over time
All Carroll Distributing & Construction Supply, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $66M 11.287116006253045% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 529 | $59M |
| 2023 | 2 | 543 | $67M |
| 2024 | 2 | 611 | $66M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Carroll Distributing & Construction Supply, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is A.H. Management Group, Inc. Employees' Profit Sharing Trust in IL ($12M); by covered participants it is Centurion Pipeline Company, LLC 401(k) Plan in TX (278 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- A.H. Management Group, Inc. Employees' Profit Sharing Trust (IL) $12M · 163
- Alan J. Zuccari, Inc. 401(k) Profit Sharing Plan (VA) $12M · 66
- Expresspoint Technology Services, Inc. 401(k) Plan (TX) $12M · 164
- 403(b) Thrift Plan for Northwest New Jersey Community Action Program, Incorporated (NJ) $12M · 341
Similar participant headcount
Nearest other-state filings by covered participants (278 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.