401(k) · DOL Form 5500 · 2023

J.L. Carr Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
177
Participants Small participant base
63rd
Percentile by assets National rank
$70,042
Avg per participant Below avg balance/head
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Official DOL plan name: J.L. Carr Enterprises, Inc. 401(k) Retirement Plan · Sponsored by J.L. Carr Enterprises, Inc. · Texas · Wholesale Trade

$12M in assets, 177 participants

J.L. Carr Enterprises, Inc.'s J.L. Carr Enterprises, Inc. 401(k) Retirement Plan reported $12M in total assets and 177 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,555 in Wholesale Trade (6,309 peers)

Coverage in Texas

J.L. Carr Enterprises, Inc. 401(k) Retirement Plan covers 177 participants in Texas, about 26% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#3,555
in Wholesale Trade (6,309 peers)
+65.9%
assets growth YoY

J.L. Carr Enterprises, Inc. 401(k) Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

J.L. Carr Enterprises, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$12,397,353 Top 37% higher than 63% 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

J.L. Carr Enterprises, Inc. 401(k) Retirement 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. J.L. Carr Enterprises, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J.L. Carr Enterprises, Inc. 401(k) Retirement Plan reported net income rose from -$327K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • J.L. Carr Enterprises, Inc. 401(k) Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • J.L. Carr Enterprises, Inc. 401(k) Retirement Plan reported participants rose from 134 in the plan year 2022 filing to 177 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 460921129 · J.L. Carr Enterprises, Inc. PY 2023 · 401(k)

J.L. Carr Enterprises, Inc. 401(k) Retirement Plan · $12M · 177 · 63rd

  • EBSA $12M
  • PART 177
  • TYPE 63rd
  • NET 401(k)
  • BOOK near The Collected Group Company, LLC Retirement Plan
  • VS-ST ind #3555

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 Wholesale Trade retirement plans → · Plans in Texas →

J.L. Carr Enterprises, Inc. 401(k) Retirement Plan in the asset neighbourhood

J.L. Carr Enterprises, Inc. 401(k) Retirement PlanJ.L. Carr Enterprises, Inc. …$12MThe Collected Group Company, LLC Retirement PlanThe Collected Group Company,…$12MUltrasource LLC Retirement PlanUltrasource LLC Retirement P…$12MRound Ground Metals, Inc. 401(k) Plan & TrustRound Ground Metals, Inc. 40…$12MPsk Dba Foodtown Union 401(k) PlanPsk Dba Foodtown Union 401(k…$12M
End-of-year total assets ($M) among J.L. Carr Enterprises, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$12M
Net Income$5M
Employer EIN460921129
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.L. Carr Enterprises, Inc.)

Sponsor-wide plan assets over time

All J.L. Carr Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 129.23135137058986% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.47M $17.1M ▲ +129.3%
Year Plans Participants Total Assets
2022 1 134 $7M
2023 1 177 $12M
2024 1 216 $17M

Nearby 401(k) Plans in Texas

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

J.L. Carr Enterprises, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants J.L. Carr Enterprises, Inc. 401(k) Retirement Plan, Total assets ($B): 0.012397353 · Participants: 177J.L. Carr Enterprises, Inc. 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
J.L. Carr Enterprises, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare J.L. Carr Enterprises, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

J.L. Carr Enterprises, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Collected Group Company, LLC Retirement Plan in CA ($12M); by covered participants it is Purolite 401(k) Plan in PA (177 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (177 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 J.L. Carr Enterprises, Inc. 401(k) Retirement Plan assets move in 2023? ▼
J.L. Carr Enterprises, Inc. 401(k) Retirement Plan surged - up 65.9% during 2023, from $7M to $12M. Reported net income was $5M.
How have J.L. Carr Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.L. Carr Enterprises, Inc.'s sponsor-wide assets grew 129.2%, from $7M to $17M.
Which 401(k) plans are similar in size to J.L. Carr Enterprises, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Collected Group Company, LLC Retirement Plan in CA ($12M, 432 participants).
Which 401(k) plans cover a similar participant headcount to J.L. Carr Enterprises, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Purolite 401(k) Plan in PA (177 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 460921129.

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.