401(k) · DOL Form 5500 · 2023

Carter Funds LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 185
Participants Below avg headcount: 48th
Percentile by assets National rank: $32,283
Avg per participant Low balance/head

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Official DOL plan name: Carter Funds LLC 401(k) Plan · Sponsored by Carter Funds LLC · Florida · Real Estate

$6M in assets, 185 participants

Carter Funds LLC's Carter Funds LLC 401(k) Plan reported $6M in total assets and 185 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

#3,182 in Real Estate (4,727 peers)

Coverage in Florida

Carter Funds LLC 401(k) Plan covers 185 participants in Florida, about 29% of the average Florida filer (state average ~628 per filing). Assets: $6M.

#3,182
in Real Estate (4,727 peers): +53.7%
assets growth YoY

Carter Funds LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Carter Funds LLC 401(k) Plan vs every filed plan by assets

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

$5,972,331 48th percentile higher than 48% 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

Carter Funds LLC 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. Carter Funds LLC 401(k) Plan sits mid-pack in the medium band (185 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Carter Funds LLC 401(k) Plan reported net income rose from $978K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Carter Funds LLC 401(k) Plan reported participants rose from 108 in the plan year 2022 filing to 185 in the plan year 2023 filing.
Carter Funds LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 842529306 · Carter Funds LLC PY 2023 · 401(k)

Carter Funds LLC 401(k) Plan · $6M · 185 · 48th

VS-ST $6M
VS-ST 185
VS-ST 48th
VS-ST 401(k)
VS-ST near Parachute Health 401(k) Plan
VS-ST ind #3182

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 Florida →

End-of-year total assets ($M) among Carter Funds LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$6M
Net Income	$2M
Employer EIN	842529306
Plan Effective Date	2018-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Carter Funds LLC)

Latest sponsor-wide plan assets: $7M 90.18031589260332% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	108	$4M
2023	1	185	$6M
2024	1	218	$7M

Nearby 401(k) Plans in Florida

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

Carter Funds LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Carter Funds LLC 401(k) Plan side-by-side with 3 peers →

Carter Funds LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Parachute Health 401(k) Plan in NJ ($6M); by covered participants it is Aerie Pharmaceuticals 401(k) Plan in TX (185 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Parachute Health 401(k) Plan (NJ) $6M · 128
The Autobarn, Ltd. 401(k) Profit Sharing Plan (IL) $6M · 88
Team Tube 401(k) Plan (WA) $6M · 42
Leeann Chin, Inc. 401(k) Plan (MN) $6M · 229

Similar participant headcount

Nearest other-state filings by covered participants (185 participants); asset peers above are excluded.

Aerie Pharmaceuticals 401(k) Plan (TX) 185 · 0 off
Screen-It Graphics of Lawrence 401(k) Profit Sharing Plan and T (KS) 185 · 0 off
Don's Appliances Ltd 401(k) Profit Sharing Plan and Trust (PA) 185 · 0 off
Alpine Special Treatment Center 401(k) Plan (CA) 185 · 0 off

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 Funds LLC 401(k) Plan assets move in 2023? ▼

Carter Funds LLC 401(k) Plan surged - up 53.7% during 2023, from $4M to $6M. Reported net income was $2M.

How have Carter Funds LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Carter Funds LLC's sponsor-wide assets grew 90.2%, from $4M to $7M.

Which 401(k) plans are similar in size to Carter Funds LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Parachute Health 401(k) Plan in NJ ($6M, 128 participants).

Which 401(k) plans cover a similar participant headcount to Carter Funds LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Aerie Pharmaceuticals 401(k) Plan in TX (185 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 842529306.