401(k) · DOL Form 5500 · 2023

Carrix, Inc. 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
2,263
Participants Above avg headcount
89th
Percentile by assets National rank
$31,993
Avg per participant Low balance/head
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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.

  • #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.

#2,919
in Transportation & Warehousing (3,362 peers)
+12.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Carrix, Inc. 401(k) Plan for Union Employees's outsized position 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 $2,050,000,000 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

Carrix, Inc. 401(k) Plan for Union Employees'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. Carrix, Inc. 401(k) Plan for Union Employees lands in the large band (2,263 participants).

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 →

DOL schedule card

Filing strip 911653735 · Carrix, Inc. PY 2023 · 401(k)

Carrix, Inc. 401(k) Plan for Union Employees · $72M · 2,263 · 89th

  • NET $72M
  • BOOK 2,263
  • VS-ST 89th
  • BOY 401(k)
  • SCH near Visible Changes 401(k) and Profit Sharing Plan
  • EBSA ind #2919

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 Transportation & Warehousing retirement plans → · Plans in Washington →

Carrix, Inc. 401(k) Plan for Union Employees in the asset neighbourhood

The Bridgespan Group 401(k) PlanThe Bridgespan Group 401(k) …$72MFrankfurt Kurnit Klein & Selz P.C. 401(k) Profit Sharing Plan for Shareholder Attorneys and StaffFrankfurt Kurnit Klein & Sel…$72MRetirement Savings Plan for Employees of Boh Company, LLC, Boh Bros.Retirement Savings Plan for …$72MCarrix, Inc. 401(k) Plan for Union EmployeesCarrix, Inc. 401(k) Plan for…$72MVisible Changes 401(k) and Profit Sharing PlanVisible Changes 401(k) and P…$72M
End-of-year total assets ($M) among Carrix, Inc. 401(k) Plan for Union Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Carrix, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$738M 24.937552509498854% vs 2022
2024 filing year
$550M$600M$650M$700M$750M$800M 202220232024 $591M $738M ▲ +24.9%
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 ($B) Participants Carrix, Inc. 401(k) Plan for Union Employees, Total assets ($B): 0.072399328 · Participants: 2263Carrix, Inc. 401(k) Plan for Union EmployeesThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(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
Compare Carrix, Inc. 401(k) Plan for Union Employees side-by-side with 3 peers →

Carrix, Inc. 401(k) Plan for Union Employees's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Visible Changes 401(k) and Profit Sharing Plan in TX ($72M); by covered participants it is Motiva 401(k) and Savings Plan in TX (2,263 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,263 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 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).
Which 401(k) plans cover a similar participant headcount to Carrix, Inc. 401(k) Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Motiva 401(k) and Savings Plan in TX (2,263 participants, $793M 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 911653735.

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.