401(k) · DOL Form 5500 · 2024
Carroll Management Group, LLC 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 524
- Participants Below avg headcount
Official DOL plan name: Carroll Management Group, LLC 401(k) Retirement Plan · Sponsored by Carroll Management Group, LLC · Georgia · Real Estate
N/A in assets, 524 participants
Carroll Management Group, LLC's Carroll Management Group, LLC 401(k) Retirement Plan reported N/A in total assets and 524 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Georgia
Carroll Management Group, LLC 401(k) Retirement Plan covers 524 participants in Georgia, about 48% of the average Georgia filer (state average ~1,096 per filing). Assets: N/A.
- $660K
- reported net income
Carroll Management Group, LLC 401(k) Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carroll Management Group, LLC 401(k) Retirement Plan sits mid-pack in the medium band (524 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carroll Management Group, LLC 401(k) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $660K in the plan year 2024 filing.
- Carroll Management Group, LLC 401(k) Retirement Plan reported participants fell from 714 in the plan year 2023 filing to 524 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 453091259 · Carroll Management Group, LLC PY 2024 · 401(k)
Carroll Management Group, LLC 401(k) Retirement Plan · N/A · 524
- 5500 N/A
- 5500 524
- 5500 PY 2024
- 5500 401(k)
- 5500 near Mikuni Restaurant Group, Inc. 401(k) Plan
- 5500 $660K
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 Real Estate retirement plans → · Plans in Georgia →
Georgia filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $660K |
| Employer EIN | 453091259 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carroll Management Group, LLC)
Sponsor-wide plan assets over time
All Carroll Management Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 715 | $7M |
| 2023 | 1 | 714 | $9M |
| 2024 | 1 | 524 | N/A |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Carroll Management Group, LLC 401(k) Retirement Plan's closest out-of-state 401(k) peers by headcount
Outside Georgia, the nearest 401(k) by covered participants is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (524 participants; this filing: 524 participants).
Similar participant headcount
Nearest other-state filings by covered participants (524 participants); asset peers above are excluded.
- Mikuni Restaurant Group, Inc. 401(k) Plan (CA) 524 · 0 off
- Gdh Consulting, Inc. 401(k) Plan (OK) 524 · 0 off
- Western Region Retirement Trust 401(k) and Regular Profit Sharing Plan (CA) 524 · 0 off
- J.F. Taylor, Inc. 401(k) Plan (MD) 524 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.