401(k) · DOL Form 5500 · 2024
Kevin L. Carlton Dds, Ms, PA 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $317,695
- Avg per participant High balance/head
Official DOL plan name: Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan · Sponsored by Kevin L. Carlton Dds, Ms, PA · Texas · Healthcare & Social Assistance
$3M in assets, 10 participants
Kevin L. Carlton Dds, Ms, PA's Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan reported $3M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #5,974 in Healthcare & Social Assistance (16,916 peers)
Kevin L. Carlton Dds, Ms, PA multi-year trail
Kevin L. Carlton Dds, Ms, PA's plans moved +29.4% in assets from 2022 to 2024; this filing shows Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan at $3M / 10 participants.
- #5,974
- in Healthcare & Social Assistance (16,916 peers)
- +16.8%
- assets growth YoY
Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,176,945 35th percentile higher than 35% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Kevin L. Carlton Dds, Ms, PA 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. Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan reported net income rose from $267K in the plan year 2023 filing to $456K in the plan year 2024 filing.
- Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan reported participants rose from 8 in the plan year 2023 filing to 10 in the plan year 2024 filing.
- Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 300005304 · Kevin L. Carlton Dds, Ms, PA PY 2024 · 401(k)
Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan · $3M · 10 · 35th
- 5500 $3M
- ASSETS 10
- PCT 35th
- EIN 401(k)
- RANK near Westpac Wealth Partners LLC 401(k) Profit Sharing Plan & Trust
- PHOTO ind #5974
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 Healthcare & Social Assistance retirement plans → · Plans in Texas →
Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan in the asset neighbourhood
Kevin L. Carlton Dds, Ms, PA multi-year asset trail
Sponsor-wide plan assets over time
All Kevin L. Carlton Dds, Ms, PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 29.442876688551866% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $2M |
| 2023 | 1 | 8 | $3M |
| 2024 | 1 | 10 | $3M |
Kevin L. Carlton Dds, Ms, PA filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $456K |
| Employer EIN | 300005304 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Kevin L. Carlton Dds, Ms, PA 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Westpac Wealth Partners LLC 401(k) Profit Sharing Plan & Trust in OR ($3M); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
- Hero Home Services 401(k) Plan (MN) 10 · 0 off
- Integrated Retirement Partners Pooled Employer Plan (MA) 10 · 0 off
- Draper & Mcginley, PA Retirement Plan (MD) 10 · 0 off
- For Dogs of Nw Fla Inc 401(k) Plan (FL) 10 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.