401(k) · DOL Form 5500 · 2023

Carroll Distributing Company 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
108
Participants Small participant base
62nd
Percentile by assets National rank
$109,485
Avg per participant Below avg balance/head
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Official DOL plan name: Carroll Distributing Company Employee Benefit Plan · Sponsored by Carroll Distributing Company · Florida · Wholesale Trade

$12M in assets, 108 participants

Carroll Distributing Company's Carroll Distributing Company Employee Benefit Plan reported $12M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,473 in Wholesale Trade (6,309 peers)

Coverage in Florida

Carroll Distributing Company Employee Benefit Plan covers 108 participants in Florida, about 17% of the average Florida filer (state average ~628 per filing). Assets: $12M.

#3,473
in Wholesale Trade (6,309 peers)
+3.5%
assets growth YoY

Carroll Distributing Company Employee Benefit Plan's mid-pack asset rank among Wholesale Trade and all filers

Carroll Distributing Company Employee Benefit Plan vs every filed plan by assets

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

$11,824,426 Top 38% higher than 62% 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

Carroll Distributing Company Employee Benefit 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. Carroll Distributing Company Employee Benefit Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carroll Distributing Company Employee Benefit Plan reported net income rose from -$3M in the plan year 2022 filing to $398K in the plan year 2023 filing.
  • Carroll Distributing Company Employee Benefit Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Carroll Distributing Company Employee Benefit Plan reported participants fell from 110 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 591026900 · Carroll Distributing Company PY 2023 · 401(k)

Carroll Distributing Company Employee Benefit Plan · $12M · 108 · 62nd

  • EIN $12M
  • RANK 108
  • PHOTO 62nd
  • IND 401(k)
  • EOY near Superior Mechanical 401(k) Plan
  • 5500 ind #3473

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 Florida →

Carroll Distributing Company Employee Benefit Plan in the asset neighbourhood

Abaco Drilling Technologies LLC 401(k) PlanAbaco Drilling Technologies …$12MAmerican Industrial Hygiene Association 401(k) PlanAmerican Industrial Hygiene …$12MCarroll Distributing Company Employee Benefit PlanCarroll Distributing Company…$12MSuperior Mechanical 401(k) PlanSuperior Mechanical 401(k) P…$12MNorwex USA Inc. 401(k) Plan$12M
End-of-year total assets ($M) among Carroll Distributing Company Employee Benefit Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$398K
Employer EIN591026900
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carroll Distributing Company)

Sponsor-wide plan assets over time

All Carroll Distributing Company plans reported in each filing year

Latest sponsor-wide plan assets
$13M 11.83693879472726% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M$13M 202220232024 $11.4M $12.8M ▲ +11.8%
Year Plans Participants Total Assets
2022 1 110 $11M
2023 1 108 $12M
2024 1 114 $13M

Nearby 401(k) Plans in Florida

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

Carroll Distributing Company Employee Benefit Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Carroll Distributing Company Employee Benefit Plan, Total assets ($B): 0.011824426 · Participants: 108Carroll Distributing Company Employee Benefit PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Carroll Distributing Company Employee Benefit Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Carroll Distributing Company Employee Benefit Plan side-by-side with 3 peers →

Carroll Distributing Company Employee Benefit Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Superior Mechanical 401(k) Plan in MN ($12M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 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 (108 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 Carroll Distributing Company Employee Benefit Plan assets move in 2023? ▼
Carroll Distributing Company Employee Benefit Plan edged up modestly - up 3.5% during 2023, from $11M to $12M. Reported net income was $398K.
How have Carroll Distributing Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carroll Distributing Company's sponsor-wide assets grew 11.8%, from $11M to $13M.
Which 401(k) plans are similar in size to Carroll Distributing Company Employee Benefit Plan? ▼
Among 401(k) plans in other states, the closest by assets is Superior Mechanical 401(k) Plan in MN ($12M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Carroll Distributing Company Employee Benefit Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M 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 591026900.

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.