401(k) · DOL Form 5500 · 2023

Lacarte Enterprises Inc 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
149
Participants Small participant base
62nd
Percentile by assets National rank
$78,462
Avg per participant Below avg balance/head
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Official DOL plan name: Lacarte Enterprises Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Lacarte Enterprises Inc · Pennsylvania · Other Services

$12M in assets, 149 participants

Lacarte Enterprises Inc's Lacarte Enterprises Inc 401(k) Profit Sharing Plan & Trust reported $12M in total assets and 149 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.

  • #6,169 in Other Services (7,857 peers)

Coverage in Pennsylvania

Lacarte Enterprises Inc 401(k) Profit Sharing Plan & Trust covers 149 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $12M.

#6,169
in Other Services (7,857 peers)
+17.7%
assets growth YoY

Lacarte Enterprises Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Other Services and all filers

Lacarte Enterprises Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$11,690,795 Top 38% higher than 62% 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

Lacarte Enterprises Inc 401(k) Profit Sharing Plan & Trust 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. Lacarte Enterprises Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lacarte Enterprises Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lacarte Enterprises Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Lacarte Enterprises Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 145 in the plan year 2022 filing to 149 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 251220457 · Lacarte Enterprises Inc PY 2023 · 401(k)

Lacarte Enterprises Inc 401(k) Profit Sharing Plan & Trust · $12M · 149 · 62nd

  • EIN $12M
  • EIN 149
  • EIN 62nd
  • EIN 401(k)
  • EIN near Hewson & Van Hellemont, P.C. 401(k) Profit Sharing Plan
  • EIN ind #6169

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 Other Services retirement plans → · Plans in Pennsylvania →

Lacarte Enterprises Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Lacarte Enterprises Inc 401(k) Profit Sharing Plan & TrustLacarte Enterprises Inc 401(…$12MHewson & Van Hellemont, P.C. 401(k) Profit Sharing PlanHewson & Van Hellemont, P.C.…$12MF.B.T. 401(k) Plan$12MApci 401(k) Plan$12MStructural and Steel Products 401(k) PlanStructural and Steel Product…$12M
End-of-year total assets ($M) among Lacarte Enterprises Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN251220457
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lacarte Enterprises Inc)

Sponsor-wide plan assets over time

All Lacarte Enterprises Inc plans reported in each filing year

Latest sponsor-wide plan assets
$13M 32.46574318001487% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $9.94M $13.2M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 145 $10M
2023 1 149 $12M
2024 1 166 $13M

Nearby 401(k) Plans in Pennsylvania

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

Lacarte Enterprises Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Lacarte Enterprises Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.011690795 · Participants: 149Lacarte Enterprises Inc 401(k) Profit Sharing Plan & TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Lacarte Enterprises Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Lacarte Enterprises Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Lacarte Enterprises Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Hewson & Van Hellemont, P.C. 401(k) Profit Sharing Plan in MI ($12M); by covered participants it is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Lacarte Enterprises Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Lacarte Enterprises Inc 401(k) Profit Sharing Plan & Trust grew sharply - up 17.7% during 2023, from $10M to $12M. Reported net income was $2M.
How have Lacarte Enterprises Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lacarte Enterprises Inc's sponsor-wide assets grew 32.5%, from $10M to $13M.
Which 401(k) plans are similar in size to Lacarte Enterprises Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hewson & Van Hellemont, P.C. 401(k) Profit Sharing Plan in MI ($12M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Lacarte Enterprises Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants, $1M 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 251220457.

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.