401(k) · DOL Form 5500 · 2023

Carter Healthcare,LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
259
Participants Below avg headcount
62nd
Percentile by assets National rank
$44,693
Avg per participant Low balance/head
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Official DOL plan name: Carter Healthcare, LLC 401(k) and Profit Sharing Plan · Sponsored by Carter Healthcare,LLC · Oklahoma · Healthcare & Social Assistance

$12M in assets, 259 participants

Carter Healthcare,LLC's Carter Healthcare, LLC 401(k) and Profit Sharing Plan reported $12M in total assets and 259 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.

  • #11,880 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oklahoma

Carter Healthcare, LLC 401(k) and Profit Sharing Plan covers 259 participants in Oklahoma, about 34% of the average Oklahoma filer (state average ~760 per filing). Assets: $12M.

#11,880
in Healthcare & Social Assistance (17,684 peers)
+4.2%
assets growth YoY

Carter Healthcare, LLC 401(k) and Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Carter Healthcare, LLC 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$11,575,519 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

Carter Healthcare, LLC 401(k) and Profit Sharing 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. Carter Healthcare, LLC 401(k) and Profit Sharing Plan sits mid-pack in the medium band (259 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carter Healthcare, LLC 401(k) and Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $470K in the plan year 2023 filing.
  • Carter Healthcare, LLC 401(k) and Profit Sharing Plan reported participants fell from 368 in the plan year 2022 filing to 259 in the plan year 2023 filing.
  • Carter Healthcare, LLC 401(k) and Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 731443438 · Carter Healthcare,LLC PY 2023 · 401(k)

Carter Healthcare, LLC 401(k) and Profit Sharing Plan · $12M · 259 · 62nd

  • EIN $12M
  • EIN 259
  • EIN 62nd
  • EIN 401(k)
  • EIN near Pacifica Hotels 401(k) Plan and Trust
  • EIN ind #11880

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 Oklahoma →

Carter Healthcare, LLC 401(k) and Profit Sharing Plan in the asset neighbourhood

Carter Healthcare, LLC 401(k) and Profit Sharing PlanCarter Healthcare, LLC 401(k…$12MPacifica Hotels 401(k) Plan and TrustPacifica Hotels 401(k) Plan …$12MThe Clarion Technologies, Inc. Profit Sharing Plan and 401(k) PlanThe Clarion Technologies, In…$12MChrist Panos Food Corporation 401(k) and Profit Sharing PlanChrist Panos Food Corporatio…$12MWalters Management Company, Inc. 401(k) PlanWalters Management Company, …$12M
End-of-year total assets ($M) among Carter Healthcare, LLC 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$470K
Employer EIN731443438
Plan Effective Date1993-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carter Healthcare,LLC)

Sponsor-wide plan assets over time

All Carter Healthcare,LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 1.6331208862788906% vs 2022
2024 filing year
$10.8M$11M$11.2M$11.4M$11.6M$11.8M 202220232024 $11.1M $10.9M ▼ -1.7%
Year Plans Participants Total Assets
2022 1 368 $11M
2023 1 259 $12M
2024 1 241 $11M

Nearby 401(k) Plans in Oklahoma

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

Carter Healthcare, LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Carter Healthcare, LLC 401(k) and Profit Sharing Plan, Total assets ($B): 0.011575519 · Participants: 259Carter Healthcare, LLC 401(k) and Profit Sharing PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Carter Healthcare, LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Carter Healthcare, LLC 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Carter Healthcare, LLC 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Pacifica Hotels 401(k) Plan and Trust in CA ($12M); by covered participants it is The Don Hummer Trucking Corporation 401(k) Retirement Plan in IA (259 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (259 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 Carter Healthcare, LLC 401(k) and Profit Sharing Plan assets move in 2023? ▼
Carter Healthcare, LLC 401(k) and Profit Sharing Plan edged up modestly - up 4.2% during 2023, from $11M to $12M. Reported net income was $470K.
How have Carter Healthcare,LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carter Healthcare,LLC's sponsor-wide assets declined 1.6%, from $11M to $11M.
Which 401(k) plans are similar in size to Carter Healthcare, LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pacifica Hotels 401(k) Plan and Trust in CA ($12M, 1,026 participants).
Which 401(k) plans cover a similar participant headcount to Carter Healthcare, LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Don Hummer Trucking Corporation 401(k) Retirement Plan in IA (259 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 731443438.

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.