401(k) · DOL Form 5500 · 2024

Carlen Ventures Inc 401(k) Plan

Data updated 2026-08-25

$239K
Total assets Small plan by assets
3
Participants Small participant base
12th
Percentile by assets National rank
$79,546
Avg per participant Below avg balance/head
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Official DOL plan name: Carlen Ventures Inc 401(k) Profit Sharing Plan · Sponsored by Carlen Ventures Inc · Maryland · Other Services

$239K in assets, 3 participants

Carlen Ventures Inc's Carlen Ventures Inc 401(k) Profit Sharing Plan reported $239K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,931 in Other Services (7,719 peers)

Carlen Ventures Inc multi-year trail

Carlen Ventures Inc's plans moved +23.4% in assets from 2022 to 2024; this filing shows Carlen Ventures Inc 401(k) Profit Sharing Plan at $239K / 3 participants.

#1,931
in Other Services (7,719 peers)
+7.3%
assets growth YoY

Carlen Ventures Inc 401(k) Profit Sharing Plan among the smaller filed plans by assets

Carlen Ventures Inc 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$238,639 12th percentile higher than 12% of 123,620 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 2024

Carlen Ventures Inc 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carlen Ventures Inc 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carlen Ventures Inc 401(k) Profit Sharing Plan reported net income fell from $29K in the plan year 2023 filing to $16K in the plan year 2024 filing.
  • Carlen Ventures Inc 401(k) Profit Sharing Plan end-of-year assets rose from $222K in the plan year 2023 filing to $239K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 863834592 · Carlen Ventures Inc PY 2024 · 401(k)

Carlen Ventures Inc 401(k) Profit Sharing Plan · $239K · 3 · 12th

  • EIN $239K
  • EIN 3
  • EIN 12th
  • EIN 401(k)
  • EIN near Holbel Enterprises, Inc. 401(k) Profit Sharing Plan
  • EIN ind #1931

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 Other Services retirement plans → · Plans in Maryland →

Carlen Ventures Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Carlen Ventures Inc 401(k) Profit Sharing PlanCarlen Ventures Inc 401(k) P…$239KHolbel Enterprises, Inc. 401(k) Profit Sharing PlanHolbel Enterprises, Inc. 401…$239KGastoni Inc 401(k) Plan$239KOut South of North Carolina, Inc. 401(k) PlanOut South of North Carolina,…$239KKgs417 LLC 401(k) Profit Sharing Plan & TrustKgs417 LLC 401(k) Profit Sha…$239K
End-of-year total assets ($M) among Carlen Ventures Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Carlen Ventures Inc multi-year asset trail

Sponsor-wide plan assets over time

All Carlen Ventures Inc plans reported in each filing year

Latest sponsor-wide plan assets
$239K 23.433539884345226% vs 2022
2024 filing year
$0.18M$0.2M$0.22M$0.24M$0.26M 202220232024 $0.19M $0.24M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 2 $193K
2023 1 3 $222K
2024 1 3 $239K

Carlen Ventures Inc filing trail (2024)

Total Assets (Beginning of Year)$222K
Net Assets (End of Year)$239K
Net Income$16K
Employer EIN863834592
Plan Effective Date2021-05-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Carlen Ventures Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Carlen Ventures Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.000238639 · Participants: 3Carlen Ventures Inc 401(k) Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Carlen Ventures Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Carlen Ventures Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Carlen Ventures Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Holbel Enterprises, Inc. 401(k) Profit Sharing Plan in MI ($239K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carlen Ventures Inc 401(k) Profit Sharing Plan assets move in 2024? ▼
Carlen Ventures Inc 401(k) Profit Sharing Plan grew at a solid clip - up 7.3% during 2024, from $222K to $239K. Reported net income was $16K.
How have Carlen Ventures Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlen Ventures Inc's sponsor-wide assets grew 23.4%, from $193K to $239K.
Where does Carlen Ventures Inc 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Carlen Ventures Inc 401(k) Profit Sharing Plan ranks in the 12th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Carlen Ventures Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Holbel Enterprises, Inc. 401(k) Profit Sharing Plan in MI ($239K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Carlen Ventures Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 863834592.

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.