401(k) · DOL Form 5500 · 2023

Caruso, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
366
Participants Below avg headcount
52nd
Percentile by assets National rank
$20,115
Avg per participant Low balance/head
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Official DOL plan name: Caruso, Inc. 401(k) Profit Sharing Plan · Sponsored by Caruso, Inc. · Ohio · Wholesale Trade

$7M in assets, 366 participants

Caruso, Inc.'s Caruso, Inc. 401(k) Profit Sharing Plan reported $7M in total assets and 366 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #2,665 in Wholesale Trade (6,309 peers)

Coverage in Ohio

Caruso, Inc. 401(k) Profit Sharing Plan covers 366 participants in Ohio, about 48% of the average Ohio filer (state average ~765 per filing). Assets: $7M.

#2,665
in Wholesale Trade (6,309 peers)
+45.7%
assets growth YoY

Caruso, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Caruso, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,361,994 Top 48% higher than 52% 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

Caruso, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caruso, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (366 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caruso, Inc. 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Caruso, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Caruso, Inc. 401(k) Profit Sharing Plan reported participants fell from 403 in the plan year 2022 filing to 366 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 310595848 · Caruso, Inc. PY 2023 · 401(k)

Caruso, Inc. 401(k) Profit Sharing Plan · $7M · 366 · 52nd

  • VS-ST $7M
  • VS-ST 366
  • VS-ST 52nd
  • VS-ST 401(k)
  • VS-ST near Hospital Damas, Inc. Retirement Plan
  • VS-ST ind #2665

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 Wholesale Trade retirement plans → · Plans in Ohio →

Caruso, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Caruso, Inc. 401(k) Profit Sharing PlanCaruso, Inc. 401(k) Profit S…$7MHospital Damas, Inc. Retirement PlanHospital Damas, Inc. Retirem…$7MForest Properties Co., Inc. 401(k) PlanForest Properties Co., Inc. …$7MEastern Airlines LLC 401(k) Profit Sharing PlanEastern Airlines LLC 401(k) …$7MOnni Group USA 401(k) Plan$7M
End-of-year total assets ($M) among Caruso, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN310595848
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caruso, Inc.)

Sponsor-wide plan assets over time

All Caruso, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 71.96949888393895% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.05M $8.69M ▲ +72.1%
Year Plans Participants Total Assets
2022 1 403 $5M
2023 1 366 $7M
2024 1 400 $9M

Nearby 401(k) Plans in Ohio

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

Caruso, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Caruso, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.007361994 · Participants: 366Caruso, Inc. 401(k) Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Caruso, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Caruso, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Caruso, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Hospital Damas, Inc. Retirement Plan in PR ($7M); by covered participants it is Rincon Consultants, Inc. 401(k) and Profit Sharing Plan in CA (366 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (366 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 Caruso, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Caruso, Inc. 401(k) Profit Sharing Plan surged - up 45.7% during 2023, from $5M to $7M. Reported net income was $2M.
How have Caruso, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caruso, Inc.'s sponsor-wide assets grew 72.0%, from $5M to $9M.
Which 401(k) plans are similar in size to Caruso, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hospital Damas, Inc. Retirement Plan in PR ($7M, 700 participants).
Which 401(k) plans cover a similar participant headcount to Caruso, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rincon Consultants, Inc. 401(k) and Profit Sharing Plan in CA (366 participants, $32M 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 310595848.

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.