401(k) · DOL Form 5500 · 2023

Carrier Johnson 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
73
Participants Small participant base
50th
Percentile by assets National rank
$91,705
Avg per participant Below avg balance/head
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Official DOL plan name: Carrier Johnson 401(k) Retirement Savings Plan · Sponsored by Carrier Johnson · California · Professional & Technical Services

$7M in assets, 73 participants

Carrier Johnson's Carrier Johnson 401(k) Retirement Savings Plan reported $7M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,850 in Professional & Technical Services (20,321 peers)

Carrier Johnson multi-year trail

Carrier Johnson's plans moved -23.1% in assets from 2022 to 2024; this filing shows Carrier Johnson 401(k) Retirement Savings Plan at $7M / 73 participants.

#9,850
in Professional & Technical Services (20,321 peers)
-3.6%
assets change YoY

The plan reported a net loss of $251K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carrier Johnson 401(k) Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Carrier Johnson 401(k) Retirement Savings Plan vs every filed plan by assets

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

$6,694,448 Top 50% higher than 50% 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

Carrier Johnson 401(k) Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carrier Johnson 401(k) Retirement Savings Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carrier Johnson 401(k) Retirement Savings Plan reported net income rose from -$821K in the plan year 2022 filing to -$251K in the plan year 2023 filing.
  • Carrier Johnson 401(k) Retirement Savings Plan reported participants rose from 61 in the plan year 2022 filing to 73 in the plan year 2023 filing.
  • Carrier Johnson 401(k) Retirement Savings Plan end-of-year assets fell from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953138414 · Carrier Johnson PY 2023 · 401(k)

Carrier Johnson 401(k) Retirement Savings Plan · $7M · 73 · 50th

  • 5500 $7M
  • 5500 73
  • 5500 50th
  • 5500 401(k)
  • 5500 near Miller Management, Inc. 401(k) Plan
  • 5500 ind #9850

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 Professional & Technical Services retirement plans → · Plans in California →

Carrier Johnson 401(k) Retirement Savings Plan in the asset neighbourhood

Carrier Johnson 401(k) Retirement Savings PlanCarrier Johnson 401(k) Retir…$7MMiller Management, Inc. 401(k) PlanMiller Management, Inc. 401(…$7MCtci Americas 401(k) Plan$7MViaquest, Inc. 401(k) Profit Sharing PlanViaquest, Inc. 401(k) Profit…$7MYeamans Hall Club 401 (K) PlanYeamans Hall Club 401 (K) Pl…$7M
End-of-year total assets ($M) among Carrier Johnson 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carrier Johnson multi-year asset trail

Sponsor-wide plan assets over time

All Carrier Johnson plans reported in each filing year

Latest sponsor-wide plan assets
$14M 23.134004467168428% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $18.5M $14.2M ▼ -23.2%
Year Plans Participants Total Assets
2022 2 104 $19M
2023 2 114 $16M
2024 2 126 $14M

Carrier Johnson filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$251K
Employer EIN953138414
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Carrier Johnson 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Carrier Johnson 401(k) Retirement Savings Plan, Total assets ($B): 0.006694448 · Participants: 73Carrier Johnson 401(k) Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Carrier Johnson 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Carrier Johnson 401(k) Retirement Savings Plan side-by-side with 3 peers →

Carrier Johnson 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Miller Management, Inc. 401(k) Plan in PA ($7M); by covered participants it is A Haven for Kids, Inc. Retirement Plan in OH (73 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Carrier Johnson 401(k) Retirement Savings Plan assets move in 2023? ▼
Carrier Johnson 401(k) Retirement Savings Plan edged down modestly - down 3.6% during 2023, from $7M to $7M. Reported net income was -$251K.
How have Carrier Johnson plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carrier Johnson's sponsor-wide assets declined 23.1%, from $19M to $14M.
Which 401(k) plans are similar in size to Carrier Johnson 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Miller Management, Inc. 401(k) Plan in PA ($7M, 186 participants).
Which 401(k) plans cover a similar participant headcount to Carrier Johnson 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A Haven for Kids, Inc. Retirement Plan in OH (73 participants, N/A 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 953138414.

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.