401(k) · DOL Form 5500 · 2023

Carrix, Inc. 401(k) Plan

Data updated 2026-08-11

$72M
Total assets
2,263
Participants
89th
Percentile by assets
$31,993
Avg per participant
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Official DOL plan name: Carrix, Inc. 401(k) Plan for Union Employees · Sponsored by Carrix, Inc. · Washington · Transportation & Warehousing

$72M in assets, 2,263 participants

Carrix, Inc.'s Carrix, Inc. 401(k) Plan for Union Employees reported $72M in total assets and 2,263 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 127,072 plans)
  • #2,919 in Transportation & Warehousing (3,362 peers)

Where Carrix, Inc. 401(k) Plan for Union Employees sits by assets

Carrix, Inc. 401(k) Plan for Union Employees sits in the top quartile of all filed plans by assets, $72M for 2,263 participants (~$31,993/participant), up 12.9% in 2023.

$72M
total plan assets (2023 EOY)
2,263
covered participants
89th
percentile by assets (of 127,072 plans)
$31,993
avg assets per participant

Where Carrix, Inc. 401(k) Plan for Union Employees sits by total assets

Carrix, Inc. 401(k) Plan for Union Employees vs every filed plan by assets

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

$72,399,328 Top 11% higher than 89% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carrix, Inc. 401(k) Plan for Union Employees reported net income rose from -$8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Carrix, Inc. 401(k) Plan for Union Employees reported participants rose from 1,700 in the plan year 2022 filing to 2,263 in the plan year 2023 filing.
  • Carrix, Inc. 401(k) Plan for Union Employees end-of-year assets rose from $64M in the plan year 2022 filing to $72M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Carrix, Inc. 401(k) Plan for Union Employees vs the 2023 asset distribution

By assets, Carrix, Inc. 401(k) Plan for Union Employees outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$72M
Net Income$8M
Employer EIN911653735
Plan Effective Date1992-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carrix, Inc.)

$550M$600M$650M$700M$750M$800M 202220232024 $591M $738M ▲ +24.9%
Total plan assets by year, all Carrix, Inc. plans on file
Year Plans Participants Total Assets
2022 3 4,629 $591M
2023 3 5,273 $655M
2024 3 5,157 $738M

Nearby 401(k) Plans in Washington

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

Carrix, Inc. 401(k) Plan for Union Employees vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Carrix, Inc. 401(k) …, Total assets ($B): 0.072399328 · Participants: 2263Carrix, Inc. 401(k) …The Boeing Company 4…, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 4…Microsoft Corporatio…, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporatio…Costco 401(k) Retire…, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retire…T-Mobile USA, Inc. 4…, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 4…401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Carrix, Inc. 401(k) Plan for Union Employees vs. nearby 401(k) plans in Washington, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Carrix, Inc. 401(k) Plan for Union Employees by total assets, not by location.

Frequently Asked Questions

How did Carrix, Inc. 401(k) Plan for Union Employees assets move in 2023?
Carrix, Inc. 401(k) Plan for Union Employees grew at a solid clip - up 12.9% during 2023, from $64M to $72M. Reported net income was $8M.
How have Carrix, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Carrix, Inc.'s sponsor-wide assets grew 24.9%, from $591M to $738M.
Where does Carrix, Inc. 401(k) Plan for Union Employees rank by assets among Form 5500 filers?
Carrix, Inc. 401(k) Plan for Union Employees ranks in the 89th 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 Carrix, Inc. 401(k) Plan for Union Employees?
Among 401(k) plans in other states, the closest by assets is Visible Changes 401(k) and Profit Sharing Plan in TX ($72M, 382 participants).

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