401(k) · DOL Form 5500 · 2023
Carlthorp School 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 72
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $225,053
- Avg per participant Above avg balance/head
Official DOL plan name: Carlthorp School 401(k) Plan · Sponsored by Carlthorp School · California · Educational Services
$16M in assets, 72 participants
Carlthorp School's Carlthorp School 401(k) Plan reported $16M in total assets and 72 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #1,915 in Educational Services (3,735 peers)
2023 asset change
Carlthorp School 401(k) Plan grew at a solid clip 14.7% in 2023 ($14M → $16M) for 72 participants.
- #1,915
- in Educational Services (3,735 peers)
- +14.7%
- assets growth YoY
Carlthorp School 401(k) Plan's outsized position by total assets
Carlthorp School 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,203,802 Top 31% higher than 69% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Carlthorp School 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carlthorp School 401(k) Plan is a small filing (72 participants) on this national headcount ladder.
DOL schedule card
Filing strip 953512203 · Carlthorp School PY 2023 · 401(k)
Carlthorp School 401(k) Plan · $16M · 72 · 69th
- 5500 $16M
- 5500 72
- 5500 69th
- 5500 401(k)
- 5500 near Dayton-Phoenix Group, Inc. Hourly Employees 401(k) Retirement Plan and Trust
- 5500 ind #1915
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 Educational Services retirement plans → · Plans in California →
Carlthorp School 401(k) Plan in the asset neighbourhood
Carlthorp School years around the 2023 move
Sponsor-wide plan assets over time
All Carlthorp School plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 4.815363702913674% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 72 | $16M |
| 2024 | 1 | 74 | $17M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 953512203 |
| Plan Effective Date | 2000-07-07 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Carlthorp School 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Dayton-Phoenix Group, Inc. Hourly Employees 401(k) Retirement Plan and Trust in OH ($16M); by covered participants it is Gryphon Healthcare 401(k) Plan in TX (72 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (72 participants); asset peers above are excluded.
- Gryphon Healthcare 401(k) Plan (TX) 72 · 0 off
- Rodland Motor Company 401(k) Plan (WA) 72 · 0 off
- Jones Energy, LLC Profit Sharing Plan (OK) 72 · 0 off
- Peter Troost Monument Company Employee 401(k) Plan (IL) 72 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.