401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$294M
Total assets Near avg plan size
668
Participants Below avg headcount
96th
Percentile by assets National rank
$439,384
Avg per participant High balance/head
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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.

  • #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.

#19,738
in Professional & Technical Services (20,321 peers)
+5.3%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Profit Sharing and 401(k) Plan for Employees of Carlton Fields's outsized position by total assets

Profit Sharing and 401(k) Plan for Employees of Carlton Fields vs every filed plan by assets

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

$293,508,702 Top 4% higher than 96% 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

Profit Sharing and 401(k) Plan for Employees of Carlton Fields 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. Profit Sharing and 401(k) Plan for Employees of Carlton Fields sits mid-pack in the medium band (668 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

DOL schedule card

Filing strip 591233896 · Carlton Fields, P.a. PY 2023 · 401(k)

Profit Sharing and 401(k) Plan for Employees of Carlton Fields · $294M · 668 · 96th

  • EBSA $294M
  • PART 668
  • TYPE 96th
  • NET 401(k)
  • BOOK near Summit Medical Group, PLLC 401(k) Profit Sharing Plan
  • VS-ST ind #19738

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 Florida →

Profit Sharing and 401(k) Plan for Employees of Carlton Fields in the asset neighbourhood

Athene Savings & Retirement PlanAthene Savings & Retirement …$294MSensata Technologies Contribution and 401(k) Savings PlanSensata Technologies Contrib…$294MProfit Sharing and 401(k) Plan for Employees of Carlton FieldsProfit Sharing and 401(k) Pl…$294MSummit Medical Group, PLLC 401(k) Profit Sharing PlanSummit Medical Group, PLLC 4…$293MSwire Coca-Cola 401(k) Plan$293M
End-of-year total assets ($M) among Profit Sharing and 401(k) Plan for Employees of Carlton Fields and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$279M
Net Assets (End of Year)$294M
Net Income$15M
Employer EIN591233896
Plan Effective Date1969-02-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Carlton Fields, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$316M 13.280584760309406% vs 2022
2024 filing year
$260M$280M$300M$320M 202220232024 $279M $316M ▲ +13.3%
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 Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Profit Sharing and 401(k) Plan for Employees of Carlton Fields, Total assets ($B): 0.293508702 · Participants: 668Profit Sharing and 401(k) Plan for Employees of Carlton FieldsL3harris 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
Profit Sharing and 401(k) Plan for Employees of Carlton Fields vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Profit Sharing and 401(k) Plan for Employees of Carlton Fields side-by-side with 3 peers →

Profit Sharing and 401(k) Plan for Employees of Carlton Fields's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Summit Medical Group, PLLC 401(k) Profit Sharing Plan in TN ($293M); by covered participants it is Millis Transfer 401(k) Savings Plan in WI (668 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($294M here).

Similar participant headcount

Nearest other-state filings by covered participants (668 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 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).
Which 401(k) plans cover a similar participant headcount to Profit Sharing and 401(k) Plan for Employees of Carlton Fields? ▼
Among 401(k) plans in other states, the closest by covered participants is Millis Transfer 401(k) Savings Plan in WI (668 participants, $28M 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 591233896.

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.