401(k) · DOL Form 5500 · 2024

Caras & Shulman, PC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
20
Participants Small participant base
47th
Percentile by assets National rank
$322,375
Avg per participant High balance/head
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Official DOL plan name: Caras & Shulman, PC 401(k) Profit Sharing Plan · Sponsored by Caras & Shulman, PC · Massachusetts · Professional & Technical Services

$6M in assets, 20 participants

Caras & Shulman, PC's Caras & Shulman, PC 401(k) Profit Sharing Plan reported $6M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,024 in Professional & Technical Services (20,173 peers)

Caras & Shulman, PC multi-year trail

Caras & Shulman, PC's plans moved +43.5% in assets from 2022 to 2024; this filing shows Caras & Shulman, PC 401(k) Profit Sharing Plan at $6M / 20 participants.

#9,024
in Professional & Technical Services (20,173 peers)
+16.2%
assets growth YoY

Caras & Shulman, PC 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Caras & Shulman, PC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,447,508 47th percentile higher than 47% of 123,620 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 2024

Caras & Shulman, PC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caras & Shulman, PC 401(k) Profit Sharing Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Caras & Shulman, PC 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Caras & Shulman, PC 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $898K in the plan year 2024 filing.
  • Caras & Shulman, PC 401(k) Profit Sharing Plan reported participants fell from 21 in the plan year 2023 filing to 20 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 042629080 · Caras & Shulman, PC PY 2024 · 401(k)

Caras & Shulman, PC 401(k) Profit Sharing Plan · $6M · 20 · 47th

  • 5500 $6M
  • ASSETS 20
  • PCT 47th
  • EIN 401(k)
  • RANK near Catalyze, LLC 401(k) Retirement Plan
  • PHOTO ind #9024

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Caras & Shulman, PC 401(k) Profit Sharing Plan in the asset neighbourhood

Caras & Shulman, PC 401(k) Profit Sharing PlanCaras & Shulman, PC 401(k) P…$6MCatalyze, LLC 401(k) Retirement PlanCatalyze, LLC 401(k) Retirem…$6MFutu US 401(k) Plan$6MPerformance Radiator Pacific LLC 401(k) PlanPerformance Radiator Pacific…$6MAdvanced Micro Controls, Inc. 401(k) PlanAdvanced Micro Controls, Inc…$6M
End-of-year total assets ($M) among Caras & Shulman, PC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Caras & Shulman, PC multi-year asset trail

Sponsor-wide plan assets over time

All Caras & Shulman, PC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 43.4732705011311% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.49M $6.45M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 22 $4M
2023 1 21 $6M
2024 1 20 $6M

Caras & Shulman, PC filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$898K
Employer EIN042629080
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Caras & Shulman, PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Caras & Shulman, PC 401(k) Profit Sharing Plan, Total assets ($B): 0.006447508 · Participants: 20Caras & Shulman, PC 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Caras & Shulman, PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Caras & Shulman, PC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Caras & Shulman, PC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Catalyze, LLC 401(k) Retirement Plan in TX ($6M); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Caras & Shulman, PC 401(k) Profit Sharing Plan assets move in 2024? ▼
Caras & Shulman, PC 401(k) Profit Sharing Plan grew sharply - up 16.2% during 2024, from $6M to $6M. Reported net income was $898K.
How have Caras & Shulman, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caras & Shulman, PC's sponsor-wide assets grew 43.5%, from $4M to $6M.
Which 401(k) plans are similar in size to Caras & Shulman, PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Catalyze, LLC 401(k) Retirement Plan in TX ($6M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Caras & Shulman, PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aae 401(k) Retirement Plan in MN (20 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042629080.

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.