401(k) · DOL Form 5500 · 2024
Carter & Carter Enterprises 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $265,972
- Avg per participant High balance/head
Official DOL plan name: Carter & Carter Enterprises Inc. 401(k) Plan · Sponsored by Carter & Carter Enterprises · District of Columbia · Administrative & Support Services
$2M in assets, 7 participants
Carter & Carter Enterprises's Carter & Carter Enterprises Inc. 401(k) Plan reported $2M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #2,306 in Administrative & Support Services (4,368 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, Carter & Carter Enterprises Inc. 401(k) Plan ranks #2,306 of 4,368 2024 filers by assets (1550% of the sector average)-$2M for 7 participants.
- #2,306
- in Administrative & Support Services (4,368 peers)
- +12.6%
- assets growth YoY
Carter & Carter Enterprises Inc. 401(k) Plan among the smaller filed plans by assets
Carter & Carter Enterprises Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,861,801 29th percentile higher than 29% 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
Carter & Carter Enterprises Inc. 401(k) 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. Carter & Carter Enterprises Inc. 401(k) Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carter & Carter Enterprises Inc. 401(k) Plan reported net income fell from $274K in the plan year 2023 filing to $208K in the plan year 2024 filing.
- Carter & Carter Enterprises Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 521243624 · Carter & Carter Enterprises PY 2024 · 401(k)
Carter & Carter Enterprises Inc. 401(k) Plan · $2M · 7 · 29th
- NET $2M
- BOOK 7
- VS-ST 29th
- BOY 401(k)
- SCH near The Contractors Retirement Plan
- EBSA ind #2306
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 Administrative & Support Services retirement plans → · Plans in District of Columbia →
Carter & Carter Enterprises Inc. 401(k) Plan in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $208K |
| Employer EIN | 521243624 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carter & Carter Enterprises)
Sponsor-wide plan assets over time
All Carter & Carter Enterprises plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 34.900407932586056% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $1M |
| 2023 | 1 | 7 | $2M |
| 2024 | 1 | 7 | $2M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $6.5B · 23,090
- Geico 401(k) Savings Plan $6.2B · 30,641
- Federal National Mortgage Association Retirement Savings Plan for Employees $4.6B · 8,108
- Finra Savings Plus Plan $2.5B · 4,201
- Hogan Lovells US LLP Retirement Savings Plan $1.9B · 1,973
Carter & Carter Enterprises Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is The Contractors Retirement Plan in MD ($2M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- The Contractors Retirement Plan (MD) $2M · 125
- Deutsch, Inc. Profit Sharing Plan (MD) $2M · 6
- Jenspy 401(k) Plan (VA) $2M · 24
- American Conservation Experience 403(b) Thrift Plan (AZ) $2M · 230
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Nexvisionix, Inc. 401(k) Plan (CA) 7 · 0 off
- Aguirre Engineering Inc Profit Sharing Plan (CA) 7 · 0 off
- Cz14, Inc. 401(k) Plan (DE) 7 · 0 off
- Jersey Auto Supply Inc. 401(k) Plan (NJ) 7 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.