401(k) · DOL Form 5500 · 2023

Carlton Fields, P.a. 401(k) Plan

Data updated 2026-08-11

$294M
Total assets: 668
Participants: 96th
Percentile by assets: $439,384
Avg per participant

Official DOL plan name: Profit Sharing and 401(k) Plan for Employees of Carlton Fields · Sponsored by Carlton Fields, P.a. · Florida · Professional & Technical Services

$294M in assets, 668 participants

Carlton Fields, P.a.'s Profit Sharing and 401(k) Plan for Employees of Carlton Fields reported $294M in total assets and 668 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.

96th percentile by assets (of 127,072 plans)
#19,738 in Professional & Technical Services (20,321 peers)

Where Profit Sharing and 401(k) Plan for Employees of Carlton Fields sits by assets

Profit Sharing and 401(k) Plan for Employees of Carlton Fields sits in the top 5% of all filed plans by assets, $294M for 668 participants (~$439,384/participant), up 5.3% in 2023.

$294M
total plan assets (2023 EOY): 668
covered participants: 96th
percentile by assets (of 127,072 plans): $439,384
avg assets per participant

Profit Sharing and 401(k) Plan for Employees of Carlton Fields reported net income rose from -$26M in the plan year 2022 filing to $15M in the plan year 2023 filing.
Profit Sharing and 401(k) Plan for Employees of Carlton Fields end-of-year assets rose from $279M in the plan year 2022 filing to $294M in the plan year 2023 filing.
Profit Sharing and 401(k) Plan for Employees of Carlton Fields reported participants rose from 655 in the plan year 2022 filing to 668 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Florida

Industry

Professional & Technical Services

Profit Sharing and 401(k) Plan for Employees of Carlton Fields vs the 2023 asset distribution

By assets, Profit Sharing and 401(k) Plan for Employees of Carlton Fields outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$279M
Net Assets (End of Year)	$294M
Net Income	$15M
Employer EIN	591233896
Plan Effective Date	1969-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Carlton Fields, P.a.)

Total plan assets by year, all Carlton Fields, P.a. plans on file

Year	Plans	Participants	Total Assets
2022	1	655	$279M
2023	1	668	$294M
2024	1	679	$316M

Nearby 401(k) Plans in Florida

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

Profit Sharing and 401(k) Plan for Employees of Carlton Fields vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Profit Sharing and 401(k) Plan for Emplo… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Profit Sharing and 401(k) Plan for Employees of Carlton Fields by total assets, not by location.

Summit Medical Group, PLLC 401(k) Profit Sharing Plan (TN) $293M · 1,445
Swire Coca-Cola 401(k) Plan (UT) $293M · 6,511
Sensata Technologies Contribution and 401(k) Savings Plan (MA) $294M · 1,558
Athene Savings & Retirement Plan (IA) $294M · 1,633

Frequently Asked Questions

How did Profit Sharing and 401(k) Plan for Employees of Carlton Fields assets move in 2023? ▼

Profit Sharing and 401(k) Plan for Employees of Carlton Fields grew at a solid clip - up 5.3% during 2023, from $279M to $294M. Reported net income was $15M.

How have Carlton Fields, P.a. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Carlton Fields, P.a.'s sponsor-wide assets grew 13.3%, from $279M to $316M.

Where does Profit Sharing and 401(k) Plan for Employees of Carlton Fields rank by assets among Form 5500 filers? ▼

Profit Sharing and 401(k) Plan for Employees of Carlton Fields 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 401(k) plans are similar in size to Profit Sharing and 401(k) Plan for Employees of Carlton Fields? ▼

Among 401(k) plans in other states, the closest by assets is Summit Medical Group, PLLC 401(k) Profit Sharing Plan in TN ($293M, 1,445 participants).

Next read for Profit Sharing and 401(k) Plan for Emplo…

Scale reading

Ways to act on Profit Sharing and 401(k) Plan for Employees of Carlton Fields's numbers.

By total assets, Profit Sharing and 401(k) Plan for Employees of Carlton Fields ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
Carlton Fields, P.a.'s sponsor-wide assets have grown 13.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 591233896.