401(k) · DOL Form 5500 · 2023

Carroll Management Group, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
714
Participants Below avg headcount
56th
Percentile by assets National rank
$12,161
Avg per participant Low balance/head
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Official DOL plan name: Carroll Management Group, LLC 401(k) Retirement Plan · Sponsored by Carroll Management Group, LLC · Georgia · Real Estate

$9M in assets, 714 participants

Carroll Management Group, LLC's Carroll Management Group, LLC 401(k) Retirement Plan reported $9M in total assets and 714 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,484 in Real Estate (4,727 peers)

2023 asset change

Carroll Management Group, LLC 401(k) Retirement Plan grew sharply 27.6% in 2023 ($7M → $9M) for 714 participants.

#3,484
in Real Estate (4,727 peers)
+27.6%
assets growth YoY

Carroll Management Group, LLC 401(k) Retirement Plan's mid-pack asset rank among Real Estate and all filers

Carroll Management Group, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$8,682,896 Top 44% higher than 56% 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

Carroll Management Group, LLC 401(k) 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. Carroll Management Group, LLC 401(k) Retirement Plan sits mid-pack in the medium band (714 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carroll Management Group, LLC 401(k) Retirement Plan reported net income rose from $238K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Carroll Management Group, LLC 401(k) Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 453091259 · Carroll Management Group, LLC PY 2023 · 401(k)

Carroll Management Group, LLC 401(k) Retirement Plan · $9M · 714 · 56th

  • EBSA $9M
  • EBSA 714
  • EBSA 56th
  • EBSA 401(k)
  • EBSA near Edgerton Hospital and Health Services 401(k) Plan & Trust
  • EBSA ind #3484

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 Real Estate retirement plans → · Plans in Georgia →

Carroll Management Group, LLC 401(k) Retirement Plan in the asset neighbourhood

Carroll Management Group, LLC 401(k) Retirement PlanCarroll Management Group, LL…$9MEdgerton Hospital and Health Services 401(k) Plan & TrustEdgerton Hospital and Health…$9MAdirondack Scenic Inc. Profit Sharing 401(k) PlanAdirondack Scenic Inc. Profi…$9MNorthern Manufacturing Co., Inc. Profit Sharing PlanNorthern Manufacturing Co., …$9MTax Deferred Annuity Plan for Employees of Welllife Network Inc.Tax Deferred Annuity Plan fo…$9M
End-of-year total assets ($M) among Carroll Management Group, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carroll Management Group, LLC years around the 2023 move

Sponsor-wide plan assets over time

All Carroll Management Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M 202220232024 $6.8M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 715 $7M
2023 1 714 $9M
2024 1 524 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN453091259
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Carroll Management Group, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Carroll Management Group, LLC 401(k) Retirement Plan, Total assets ($B): 0.008682896 · Participants: 714Carroll Management Group, LLC 401(k) Retirement PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Carroll Management Group, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Carroll Management Group, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Carroll Management Group, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Edgerton Hospital and Health Services 401(k) Plan & Trust in WI ($9M); by covered participants it is Hecla Mining Company Capital Accumulation Plan in ID (714 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (714 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 Carroll Management Group, LLC 401(k) Retirement Plan assets move in 2023? ▼
Carroll Management Group, LLC 401(k) Retirement Plan grew sharply - up 27.6% during 2023, from $7M to $9M. Reported net income was $2M.
Which 401(k) plans are similar in size to Carroll Management Group, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Edgerton Hospital and Health Services 401(k) Plan & Trust in WI ($9M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Carroll Management Group, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hecla Mining Company Capital Accumulation Plan in ID (714 participants, $150M 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 453091259.

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.