401(k) · DOL Form 5500 · 2023

John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Plan

Data updated 2026-08-25

$362K
Total assets Small plan by assets
3
Participants Small participant base
15th
Percentile by assets National rank
$120,818
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan · Sponsored by John Jeffery Carter Law Office, a Sole Proprietorship · California · Professional & Technical Services

$362K in assets, 3 participants

John Jeffery Carter Law Office, a Sole Proprietorship's John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan reported $362K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,338 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan holds $362K for 3 participants - about $120,818 per participant, among the smaller plans by assets on file.

#2,338
in Professional & Technical Services (20,321 peers)
+5.6%
assets growth YoY

John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan among the smaller filed plans by assets

John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan vs every filed plan by assets

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

$362,454 15th percentile higher than 15% 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

John Jeffery Carter Law Office, a Sole Proprietorship 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. John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan reported net income rose from $13K in the plan year 2022 filing to $19K in the plan year 2023 filing.
  • John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan end-of-year assets rose from $343K in the plan year 2022 filing to $362K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 680236146 · John Jeffery Carter Law Office, a Sole Proprietorship PY 2023 · 401(k)

John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan · $362K · 3 · 15th

  • PHOTO $362K
  • PHOTO 3
  • PHOTO 15th
  • PHOTO 401(k)
  • PHOTO near The Sgs Companies, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #2338

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 →

John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan in the asset neighbourhood

John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing PlanJohn Jeffery Carter Law Offi…$362KThe Sgs Companies, Inc. 401(k) Profit Sharing PlanThe Sgs Companies, Inc. 401(…$362KJulio J. Valdes, M.D., P.a. 401(k) Profit Sharing PlanJulio J. Valdes, M.D., P.a. …$362KNext Level Corporation 401(k) PlanNext Level Corporation 401(k…$362KBay State Suites, Inc. Retirement PlanBay State Suites, Inc. Retir…$362K
End-of-year total assets ($M) among John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$343K
Net Assets (End of Year)$362K
Net Income$19K
Employer EIN680236146
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (John Jeffery Carter Law Office, a Sole Proprietorship)

Sponsor-wide plan assets over time

All John Jeffery Carter Law Office, a Sole Proprietorship plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.34M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2 $343K
2023 1 3 $362K
2024 1 1 N/A

Nearby 401(k) Plans in California

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

John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan, Total assets ($B): 0.000362454 · Participants: 3John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing 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
John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan side-by-side with 3 peers →

John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Sgs Companies, Inc. 401(k) Profit Sharing Plan in AZ ($362K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan assets move in 2023? ▼
John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan grew at a solid clip - up 5.6% during 2023, from $343K to $362K. Reported net income was $19K.
Where does John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan ranks in the 15th 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 John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Sgs Companies, Inc. 401(k) Profit Sharing Plan in AZ ($362K, 4 participants).
Which 401(k) plans cover a similar participant headcount to John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 680236146.

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.