401(k) · DOL Form 5500 · 2023

Carver Companies 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
553
Participants Below avg headcount
81st
Percentile by assets National rank
$62,302
Avg per participant Low balance/head
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Official DOL plan name: Carver Companies Profit Sharing/401(k) Plan · Sponsored by Carver Companies · New York · Construction

$34M in assets, 553 participants

Carver Companies's Carver Companies Profit Sharing/401(k) Plan reported $34M in total assets and 553 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,171 in Construction (9,030 peers)

Where Carver Companies Profit Sharing/401(k) Plan sits by assets

Carver Companies Profit Sharing/401(k) Plan sits in the top quartile of all filed plans by assets, $34M for 553 participants (~$62,302/participant), up 29.9% in 2023.

#7,171
in Construction (9,030 peers)
+29.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Carver Companies Profit Sharing/401(k) Plan's outsized position by total assets

Carver Companies Profit Sharing/401(k) Plan vs every filed plan by assets

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

$34,453,153 Top 19% higher than 81% 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

Carver Companies Profit Sharing/401(k) 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. Carver Companies Profit Sharing/401(k) Plan sits mid-pack in the medium band (553 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carver Companies Profit Sharing/401(k) Plan reported net income rose from -$871K in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Carver Companies Profit Sharing/401(k) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Carver Companies Profit Sharing/401(k) Plan reported participants rose from 527 in the plan year 2022 filing to 553 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 464199811 · Carver Companies PY 2023 · 401(k)

Carver Companies Profit Sharing/401(k) Plan · $34M · 553 · 81st

  • IND $34M
  • IND 553
  • IND 81st
  • IND 401(k)
  • IND near Kennedy Automotive Group, Inc. 401(k) Plan
  • IND ind #7171

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 Construction retirement plans → · Plans in New York →

Carver Companies Profit Sharing/401(k) Plan in the asset neighbourhood

Carver Companies Profit Sharing/401(k) PlanCarver Companies Profit Shar…$34MKennedy Automotive Group, Inc. 401(k) PlanKennedy Automotive Group, In…$34M401(k) Employee Savings Plan of Guest Services, Inc.401(k) Employee Savings Plan…$34MAcentek 401(k) Plan$34MMenasha Corporation 401(k) Retirement Plan for Union EmployeesMenasha Corporation 401(k) R…$34M
End-of-year total assets ($M) among Carver Companies Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$34M
Net Income$8M
Employer EIN464199811
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carver Companies)

Sponsor-wide plan assets over time

All Carver Companies plans reported in each filing year

Latest sponsor-wide plan assets
$41M 55.77974104435345% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $26.5M $41.3M ▲ +55.8%
Year Plans Participants Total Assets
2022 1 527 $27M
2023 1 553 $34M
2024 1 518 $41M

Nearby 401(k) Plans in New York

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

Carver Companies Profit Sharing/401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Carver Companies Profit Sharing/401(k) Plan, Total assets ($B): 0.034453153 · Participants: 553Carver Companies Profit Sharing/401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Carver Companies Profit Sharing/401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Carver Companies Profit Sharing/401(k) Plan side-by-side with 3 peers →

Carver Companies Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Kennedy Automotive Group, Inc. 401(k) Plan in PA ($34M); by covered participants it is Gdh Consulting, Inc. 401(k) Plan in OK (553 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (553 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 Carver Companies Profit Sharing/401(k) Plan assets move in 2023? ▼
Carver Companies Profit Sharing/401(k) Plan grew sharply - up 29.9% during 2023, from $27M to $34M. Reported net income was $8M.
How have Carver Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carver Companies's sponsor-wide assets grew 55.8%, from $27M to $41M.
Where does Carver Companies Profit Sharing/401(k) Plan rank by assets among Form 5500 filers? ▼
Carver Companies Profit Sharing/401(k) Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Carver Companies Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kennedy Automotive Group, Inc. 401(k) Plan in PA ($34M, 327 participants).
Which 401(k) plans cover a similar participant headcount to Carver Companies Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gdh Consulting, Inc. 401(k) Plan in OK (553 participants, $16M 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 464199811.

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.