401(k) · DOL Form 5500 · 2023

Carriage Funeral Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
2,543
Participants Above avg headcount
91st
Percentile by assets National rank
$35,687
Avg per participant Low balance/head
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Official DOL plan name: Carriage Services 401(k) Plan · Sponsored by Carriage Funeral Holdings, Inc. · Texas · Other Services

$91M in assets, 2,543 participants

Carriage Funeral Holdings, Inc.'s Carriage Services 401(k) Plan reported $91M in total assets and 2,543 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,581 in Other Services (7,857 peers)

Coverage in Texas

Carriage Services 401(k) Plan covers 2,543 participants in Texas, 3.7x the typical Texas plan (state average ~688 per filing). Assets: $91M.

#7,581
in Other Services (7,857 peers)
+15.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Carriage Services 401(k) Plan's outsized position by total assets

Carriage Services 401(k) Plan vs every filed plan by assets

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

$90,751,173 Top 9% higher than 91% 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

Carriage Services 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carriage Services 401(k) Plan lands in the large band (2,543 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carriage Services 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Carriage Services 401(k) Plan end-of-year assets rose from $78M in the plan year 2022 filing to $91M in the plan year 2023 filing.
  • Carriage Services 401(k) Plan reported participants fell from 2,724 in the plan year 2022 filing to 2,543 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 760339922 · Carriage Funeral Holdings, Inc. PY 2023 · 401(k)

Carriage Services 401(k) Plan · $91M · 2,543 · 91st

  • PART $91M
  • PART 2,543
  • PART 91st
  • PART 401(k)
  • PART near Western Washington Medical Group 401(k) Retirement Plan and Trust
  • PART ind #7581

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 Texas →

Carriage Services 401(k) Plan in the asset neighbourhood

Virginia Credit Union 401(k) Savings PlanVirginia Credit Union 401(k)…$91MWestern Washington Medical Group 401(k) Retirement Plan and TrustWestern Washington Medical G…$91MCampagna-Turano Bakery, Inc. Incentive 401(k) Savings Plan and TrustCampagna-Turano Bakery, Inc.…$91MCarriage Services 401(k) Plan$91MConrad Siegel 401(k) Profit Sharing PlanConrad Siegel 401(k) Profit …$91M
End-of-year total assets ($M) among Carriage Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$91M
Net Income$12M
Employer EIN760339922
Plan Effective Date1993-03-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Carriage Funeral Holdings, Inc.)

Sponsor-wide plan assets over time

All Carriage Funeral Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$99M 26.375412366109742% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $78.3M $98.9M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 2,724 $78M
2023 1 2,543 $91M
2024 1 2,407 $99M

Nearby 401(k) Plans in Texas

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

Carriage Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Carriage Services 401(k) Plan, Total assets ($B): 0.090751173 · Participants: 2543Carriage Services 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Carriage Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Carriage Services 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Western Washington Medical Group 401(k) Retirement Plan and Trust in WA ($91M); by covered participants it is Thunder Valley Casino 401(k) Retirement Plan in CA (2,544 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,543 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 Carriage Services 401(k) Plan assets move in 2023? ▼
Carriage Services 401(k) Plan grew sharply - up 15.9% during 2023, from $78M to $91M. Reported net income was $12M.
How have Carriage Funeral Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carriage Funeral Holdings, Inc.'s sponsor-wide assets grew 26.4%, from $78M to $99M.
Where does Carriage Services 401(k) Plan rank by assets among Form 5500 filers? ▼
Carriage Services 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Carriage Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Western Washington Medical Group 401(k) Retirement Plan and Trust in WA ($91M, 351 participants).
Which 401(k) plans cover a similar participant headcount to Carriage Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thunder Valley Casino 401(k) Retirement Plan in CA (2,544 participants, $73M 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 760339922.

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.