401(k) · DOL Form 5500 · 2023

Carter-Melence, Inc. 401(k) Plan

Data updated 2026-08-25

$358K
Total assets Small plan by assets
3
Participants Small participant base
15th
Percentile by assets National rank
$119,370
Avg per participant Near avg balance/head
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Official DOL plan name: Carter Melence, Inc. 401(k) Plan · Sponsored by Carter-Melence, Inc. · New York · Construction

$358K in assets, 3 participants

Carter-Melence, Inc.'s Carter Melence, Inc. 401(k) Plan reported $358K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,243 in Construction (9,030 peers)

Carter-Melence, Inc. multi-year trail

Carter-Melence, Inc.'s plans moved +51.5% in assets from 2022 to 2023; this filing shows Carter Melence, Inc. 401(k) Plan at $358K / 3 participants.

#1,243
in Construction (9,030 peers)
+51.5%
assets growth YoY

Carter Melence, Inc. 401(k) Plan among the smaller filed plans by assets

Carter Melence, Inc. 401(k) Plan vs every filed plan by assets

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

$358,111 15th percentile higher than 15% 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

Carter Melence, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carter Melence, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carter Melence, Inc. 401(k) Plan reported net income rose from $61K in the plan year 2022 filing to $122K in the plan year 2023 filing.
  • Carter Melence, Inc. 401(k) Plan end-of-year assets rose from $236K in the plan year 2022 filing to $358K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 112996299 · Carter-Melence, Inc. PY 2023 · 401(k)

Carter Melence, Inc. 401(k) Plan · $358K · 3 · 15th

  • EBSA $358K
  • PART 3
  • TYPE 15th
  • NET 401(k)
  • BOOK near Dandurand & Sons Construction Corporation 401(k) Plan
  • VS-ST ind #1243

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 Construction retirement plans → · Plans in New York →

Carter Melence, Inc. 401(k) Plan in the asset neighbourhood

Carter Melence, Inc. 401(k) PlanCarter Melence, Inc. 401(k) …$358KDandurand & Sons Construction Corporation 401(k) PlanDandurand & Sons Constructio…$358KBlacksmith Enterprises, Inc. 401(k) PlanBlacksmith Enterprises, Inc.…$358KSuperior Pneumatic & Manufacturing, Inc Profit Sharing Plan with 401(k)Superior Pneumatic & Manufac…$358KMadras Physical Therapy Group, Inc. 401(k) PlanMadras Physical Therapy Grou…$358K
End-of-year total assets ($M) among Carter Melence, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carter-Melence, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Carter-Melence, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$358K 51.46341050779498% vs 2022
2023 filing year
$0.2M$0.25M$0.3M$0.35M$0.4M 20222023 $0.24M $0.36M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 3 $236K
2023 1 3 $358K

Carter-Melence, Inc. filing trail (2023)

Total Assets (Beginning of Year)$236K
Net Assets (End of Year)$358K
Net Income$122K
Employer EIN112996299
Plan Effective Date2020-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Carter Melence, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Carter Melence, Inc. 401(k) Plan, Total assets ($B): 0.000358111 · Participants: 3Carter Melence, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Carter Melence, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Carter Melence, Inc. 401(k) Plan side-by-side with 3 peers →

Carter Melence, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Dandurand & Sons Construction Corporation 401(k) Plan in CA ($358K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Carter Melence, Inc. 401(k) Plan assets move in 2023? ▼
Carter Melence, Inc. 401(k) Plan surged - up 51.5% during 2023, from $236K to $358K. Reported net income was $122K.
How have Carter-Melence, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Carter-Melence, Inc.'s sponsor-wide assets grew 51.5%, from $236K to $358K.
Where does Carter Melence, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Carter Melence, Inc. 401(k) Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Carter Melence, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dandurand & Sons Construction Corporation 401(k) Plan in CA ($358K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Carter Melence, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 112996299.

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.