401(k) · DOL Form 5500 · 2023

The Cary Company 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
223
Participants Below avg headcount
69th
Percentile by assets National rank
$75,510
Avg per participant Below avg balance/head
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Official DOL plan name: Profit Sharing Plan for Employees of the Cary Company · Sponsored by The Cary Company · Illinois · Wholesale Trade

$17M in assets, 223 participants

The Cary Company's Profit Sharing Plan for Employees of the Cary Company reported $17M in total assets and 223 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,111 in Wholesale Trade (6,309 peers)

Coverage in Illinois

Profit Sharing Plan for Employees of the Cary Company covers 223 participants in Illinois, about 29% of the average Illinois filer (state average ~779 per filing). Assets: $17M.

#4,111
in Wholesale Trade (6,309 peers)
+15.4%
assets growth YoY

Profit Sharing Plan for Employees of the Cary Company's outsized position by total assets

Profit Sharing Plan for Employees of the Cary Company vs every filed plan by assets

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

$16,838,698 Top 31% higher than 69% 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

Profit Sharing Plan for Employees of the Cary Company 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. Profit Sharing Plan for Employees of the Cary Company sits mid-pack in the medium band (223 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Profit Sharing Plan for Employees of the Cary Company reported net income rose from $743K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Profit Sharing Plan for Employees of the Cary Company end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Profit Sharing Plan for Employees of the Cary Company reported participants rose from 206 in the plan year 2022 filing to 223 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 362358931 · The Cary Company PY 2023 · 401(k)

Profit Sharing Plan for Employees of the Cary Company · $17M · 223 · 69th

  • TYPE $17M
  • NET 223
  • BOOK 69th
  • VS-ST 401(k)
  • BOY near Paragon Energy Solutions LLC 401(k) Plan
  • SCH ind #4111

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 Wholesale Trade retirement plans → · Plans in Illinois →

Profit Sharing Plan for Employees of the Cary Company in the asset neighbourhood

Profit Sharing Plan for Employees of the Cary CompanyProfit Sharing Plan for Empl…$17MParagon Energy Solutions LLC 401(k) PlanParagon Energy Solutions LLC…$17MNephrology Associates of Centr 401(k) Profit Sharing Plan & TrustNephrology Associates of Cen…$17MRental Concepts, Inc. Profit Sharing Plan and TrustRental Concepts, Inc. Profit…$17MAmerican Furniture Rentals, Inc. 401(k) Profit Sharing PlanAmerican Furniture Rentals, …$17M
End-of-year total assets ($M) among Profit Sharing Plan for Employees of the Cary Company and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN362358931
Plan Effective Date1960-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (The Cary Company)

Sponsor-wide plan assets over time

All The Cary Company plans reported in each filing year

Latest sponsor-wide plan assets
$19M 26.867345959872825% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.6M $18.5M ▲ +26.9%
Year Plans Participants Total Assets
2022 1 206 $15M
2023 1 223 $17M
2024 1 238 $19M

Nearby 401(k) Plans in Illinois

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

Profit Sharing Plan for Employees of the Cary Company vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Profit Sharing Plan for Employees of the Cary Company, Total assets ($B): 0.016838698 · Participants: 223Profit Sharing Plan for Employees of the Cary CompanyAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Profit Sharing Plan for Employees of the Cary Company vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Profit Sharing Plan for Employees of the Cary Company side-by-side with 3 peers →

Profit Sharing Plan for Employees of the Cary Company's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Paragon Energy Solutions LLC 401(k) Plan in TX ($17M); by covered participants it is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (223 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 Profit Sharing Plan for Employees of the Cary Company assets move in 2023? ▼
Profit Sharing Plan for Employees of the Cary Company grew sharply - up 15.4% during 2023, from $15M to $17M. Reported net income was $2M.
How have The Cary Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Cary Company's sponsor-wide assets grew 26.9%, from $15M to $19M.
Which 401(k) plans are similar in size to Profit Sharing Plan for Employees of the Cary Company? ▼
Among 401(k) plans in other states, the closest by assets is Paragon Energy Solutions LLC 401(k) Plan in TX ($17M, 257 participants).
Which 401(k) plans cover a similar participant headcount to Profit Sharing Plan for Employees of the Cary Company? ▼
Among 401(k) plans in other states, the closest by covered participants is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants, $13M 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 362358931.

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.