Money Purchase · DOL Form 5500 · 2023

Carrix, Inc. Money Purchase Plan

Data updated 2026-08-25

$328M
Total assets Above avg plan size
1,512
Participants Near avg headcount
96th
Percentile by assets National rank
$216,663
Avg per participant Above avg balance/head
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Official DOL plan name: Carrix, Inc. Retirement Plan · Sponsored by Carrix, Inc. · Washington · Transportation & Warehousing

$328M in assets, 1,512 participants

Carrix, Inc.'s Carrix, Inc. Retirement Plan reported $328M in total assets and 1,512 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,195 in Transportation & Warehousing (3,362 peers)

Where Carrix, Inc. Retirement Plan sits by assets

Carrix, Inc. Retirement Plan sits in the top 5% of all filed plans by assets, $328M for 1,512 participants (~$216,663/participant), up 8.1% in 2023.

#3,195
in Transportation & Warehousing (3,362 peers)
+8.1%
assets growth YoY
3.3×
vs typical plan assets (national mean)

Carrix, Inc. Retirement Plan's outsized position by total assets

Carrix, Inc. Retirement Plan vs every filed plan by assets

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

$327,594,514 Top 4% higher than 96% 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. Retirement Plan'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. Retirement Plan lands in the large band (1,512 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carrix, Inc. Retirement Plan reported net income rose from -$35M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Carrix, Inc. Retirement Plan end-of-year assets rose from $303M in the plan year 2022 filing to $328M in the plan year 2023 filing.
  • Carrix, Inc. Retirement Plan reported participants rose from 1,464 in the plan year 2022 filing to 1,512 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 911653735 · Carrix, Inc. PY 2023 · Money Purchase

Carrix, Inc. Retirement Plan · $328M · 1,512 · 96th

  • EBSA $328M
  • EBSA 1,512
  • EBSA 96th
  • EBSA Money Purchase
  • EBSA near Northwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension Plan
  • EBSA ind #3195

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. Retirement Plan in the asset neighbourhood

Northwestern Ohio Plumbers and Pipefitters Retirement and TrustNorthwestern Ohio Plumbers a…$343MCarrix, Inc. Retirement Plan$328MNorthwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension PlanNorthwest Ohio Carpenters, M…$324MDuane Morris Retirement Plan$321MPavers & Road Builders DC Annuity FundPavers & Road Builders DC An…$313M
End-of-year total assets ($M) among Carrix, Inc. Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$303M
Net Assets (End of Year)$328M
Net Income$24M
Employer EIN911653735
Plan Effective Date1959-01-15
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 Money Purchase Plans in Washington

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Carrix, Inc. Retirement Plan vs. nearby Money Purchase plans in Washington, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 02004006008001000 Total assets ($M) Participants Carrix, Inc. Retirement Plan, Total assets ($M): 327.594514 · Participants: 1512Carrix, Inc. Retirement PlanPacific Coast Benefits Trust Fund, Total assets ($M): 786.317752 · Participants: 55426Pacific Coast Benefits Trust FundThe Association of University Physicians Pension Plan, Total assets ($M): 437.438087 · Participants: 2598The Association of University Physicians Pension Plan112/73 Retirement Plan NECA-IBEW, Total assets ($M): 420.941737 · Participants: 5901112/73 Retirement Plan NECA-IBEWChildren's University Medical Group Pension Plan, Total assets ($M): 225.610005 · Participants: 845Children's University Medical Group Pension PlanLocal 191 I.B.E.W. Money Purchase Plan, Total assets ($M): 214.886229 · Participants: 4092Local 191 I.B.E.W. Money Purchase Plan
Carrix, Inc. Retirement Plan vs. nearby Money Purchase plans in Washington, assets vs. participants
Compare Carrix, Inc. Retirement Plan side-by-side with 3 peers →

Carrix, Inc. Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Washington, the nearest Money Purchase by assets is Northwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension Plan in OH ($324M); by covered participants it is Northwest Permanente, P.C. Retirement Plan - Mpp Aspect in OR (1,517 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,512 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. Retirement Plan assets move in 2023? ▼
Carrix, Inc. Retirement Plan grew at a solid clip - up 8.1% during 2023, from $303M to $328M. Reported net income was $24M.
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. Retirement Plan rank by assets among Form 5500 filers? ▼
Carrix, Inc. Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Carrix, Inc. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Northwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension Plan in OH ($324M, 2,240 participants).
Which Money Purchase plans cover a similar participant headcount to Carrix, Inc. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Northwest Permanente, P.C. Retirement Plan - Mpp Aspect in OR (1,517 participants, $966M 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.