401(k) · DOL Form 5500 · 2023

Carleton-Willard Homes, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
246
Participants Below avg headcount
71st
Percentile by assets National rank
$72,608
Avg per participant Below avg balance/head
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Official DOL plan name: Carleton-Willard Homes, Inc. Retirement Plan · Sponsored by Carleton-Willard Homes, Inc. · Massachusetts · Healthcare & Social Assistance

$18M in assets, 246 participants

Carleton-Willard Homes, Inc.'s Carleton-Willard Homes, Inc. Retirement Plan reported $18M in total assets and 246 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #13,297 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Carleton-Willard Homes, Inc. Retirement Plan covers 246 participants in Massachusetts, about 37% of the average Massachusetts filer (state average ~659 per filing). Assets: $18M.

#13,297
in Healthcare & Social Assistance (17,684 peers)
+3.0%
assets growth YoY

Carleton-Willard Homes, Inc. Retirement Plan's outsized position by total assets

Carleton-Willard Homes, Inc. Retirement Plan vs every filed plan by assets

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

$17,861,615 Top 29% higher than 71% 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

Carleton-Willard Homes, Inc. Retirement 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. Carleton-Willard Homes, Inc. Retirement Plan sits mid-pack in the medium band (246 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carleton-Willard Homes, Inc. Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $515K in the plan year 2023 filing.
  • Carleton-Willard Homes, Inc. Retirement Plan reported participants fell from 256 in the plan year 2022 filing to 246 in the plan year 2023 filing.
  • Carleton-Willard Homes, Inc. Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042105844 · Carleton-Willard Homes, Inc. PY 2023 · 401(k)

Carleton-Willard Homes, Inc. Retirement Plan · $18M · 246 · 71st

  • BOY $18M
  • BOY 246
  • BOY 71st
  • BOY 401(k)
  • BOY near Nexgen Data Systems 401(k) Plan
  • BOY ind #13297

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Carleton-Willard Homes, Inc. Retirement Plan in the asset neighbourhood

Carleton-Willard Homes, Inc. Retirement PlanCarleton-Willard Homes, Inc.…$18MNexgen Data Systems 401(k) PlanNexgen Data Systems 401(k) P…$18MMiyamoto International, Inc. 401(k) Profit Sharing PlanMiyamoto International, Inc.…$18MNeu Brothers Holdings, Inc. 401(k) PlanNeu Brothers Holdings, Inc. …$18MSoundhound 401(k) Plan$18M
End-of-year total assets ($M) among Carleton-Willard Homes, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$515K
Employer EIN042105844
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carleton-Willard Homes, Inc.)

Sponsor-wide plan assets over time

All Carleton-Willard Homes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 13.838389131378806% vs 2022
2024 filing year
$17M$18M$19M$20M 202220232024 $17.4M $19.8M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 256 $17M
2023 1 246 $18M
2024 1 256 $20M

Nearby 401(k) Plans in Massachusetts

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

Carleton-Willard Homes, Inc. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Carleton-Willard Homes, Inc. Retirement Plan, Total assets ($B): 0.017861615 · Participants: 246Carleton-Willard Homes, Inc. Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Carleton-Willard Homes, Inc. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Carleton-Willard Homes, Inc. Retirement Plan side-by-side with 3 peers →

Carleton-Willard Homes, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Nexgen Data Systems 401(k) Plan in SC ($18M); by covered participants it is Greene's Energy Group, L.L.C. 401(k) Plan in TX (246 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (246 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 Carleton-Willard Homes, Inc. Retirement Plan assets move in 2023? ▼
Carleton-Willard Homes, Inc. Retirement Plan edged up modestly - up 3.0% during 2023, from $17M to $18M. Reported net income was $515K.
How have Carleton-Willard Homes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carleton-Willard Homes, Inc.'s sponsor-wide assets grew 13.8%, from $17M to $20M.
Which 401(k) plans are similar in size to Carleton-Willard Homes, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nexgen Data Systems 401(k) Plan in SC ($18M, 177 participants).
Which 401(k) plans cover a similar participant headcount to Carleton-Willard Homes, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene's Energy Group, L.L.C. 401(k) Plan in TX (246 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 042105844.

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.