401(k) · DOL Form 5500 · 2023

Carbonfree Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 67
Participants Small participant base: 31st
Percentile by assets National rank: $31,253
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Carbonfree 401(k) Plan · Sponsored by Carbonfree Inc. · Texas · Manufacturing

$2M in assets, 67 participants

Carbonfree Inc.'s Carbonfree 401(k) Plan reported $2M in total assets and 67 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

#2,880 in Manufacturing (18,722 peers)

Carbonfree Inc. multi-year trail

Carbonfree Inc.'s plans moved +44.8% in assets from 2022 to 2023; this filing shows Carbonfree 401(k) Plan at $2M / 67 participants.

#2,880
in Manufacturing (18,722 peers): +44.8%
assets growth YoY

Carbonfree 401(k) Plan among the smaller filed plans by assets

Carbonfree 401(k) Plan vs every filed plan by assets

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

$2,093,965 31st percentile higher than 31% 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

Carbonfree 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carbonfree 401(k) Plan is a small filing (67 participants) on this national headcount ladder.

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%)

Carbonfree 401(k) Plan reported net income rose from -$332K in the plan year 2022 filing to $648K in the plan year 2023 filing.
Carbonfree 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Carbonfree 401(k) Plan reported participants rose from 51 in the plan year 2022 filing to 67 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 882134734 · Carbonfree Inc. PY 2023 · 401(k)

Carbonfree 401(k) Plan · $2M · 67 · 31st

PART $2M
TYPE 67
NET 31st
BOOK 401(k)
VS-ST near Bishop, Rossi & Scarlati, Ltd. Profit Sharing Plan
BOY ind #2880

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 Manufacturing retirement plans → · Plans in Texas →

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

Carbonfree Inc. multi-year asset trail

Latest sponsor-wide plan assets: $2M 44.79743924145342% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	51	$1M
2023	1	67	$2M

Carbonfree Inc. filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$648K
Employer EIN	882134734
Plan Effective Date	2017-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Carbonfree 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Carbonfree 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Bishop, Rossi & Scarlati, Ltd. Profit Sharing Plan in IL ($2M); by covered participants it is School Innovations & Achievement 401(k) Profit Sharing Plan in CA (67 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Bishop, Rossi & Scarlati, Ltd. Profit Sharing Plan (IL) $2M · 5
Family Help and Wellness Family Help and Wellness 401(k) Plan (OR) $2M · 885
Sunshine Acres Retirement Plan (AZ) $2M · 97
Nick Ruffin Excavating, Inc. Profit Sharing Plan (AR) $2M · 16

Similar participant headcount

Nearest other-state filings by covered participants (67 participants); asset peers above are excluded.

School Innovations & Achievement 401(k) Profit Sharing Plan (CA) 67 · 0 off
U.S. Sugar Co., LLC 401(k) Plan (NY) 67 · 0 off
The Exchange Bank of Alabama Retirement Plan (AL) 67 · 0 off
Oncocyte 401(k) Plan (CA) 67 · 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 Carbonfree 401(k) Plan assets move in 2023? ▼

Carbonfree 401(k) Plan surged - up 44.8% during 2023, from $1M to $2M. Reported net income was $648K.

How have Carbonfree Inc. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Carbonfree Inc.'s sponsor-wide assets grew 44.8%, from $1M to $2M.

Which 401(k) plans are similar in size to Carbonfree 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Bishop, Rossi & Scarlati, Ltd. Profit Sharing Plan in IL ($2M, 5 participants).

Which 401(k) plans cover a similar participant headcount to Carbonfree 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is School Innovations & Achievement 401(k) Profit Sharing Plan in CA (67 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 882134734.