401(k) · DOL Form 5500 · 2024

Caretti, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
6
Participants Small participant base
40th
Percentile by assets National rank
$731,651
Avg per participant High balance/head
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Official DOL plan name: Caretti, Inc. Profit Sharing Plan and Trust · Sponsored by Caretti, Inc. · Pennsylvania · Construction

$4M in assets, 6 participants

Caretti, Inc.'s Caretti, Inc. Profit Sharing Plan and Trust reported $4M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #3,474 in Construction (9,039 peers)

Caretti, Inc. multi-year trail

Caretti, Inc.'s plans moved +14.4% in assets from 2022 to 2024; this filing shows Caretti, Inc. Profit Sharing Plan and Trust at $4M / 6 participants.

#3,474
in Construction (9,039 peers)
+11.2%
assets growth YoY

Caretti, Inc. Profit Sharing Plan and Trust's mid-pack asset rank among Construction and all filers

Caretti, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$4,389,903 40th percentile higher than 40% 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

Caretti, Inc. Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caretti, Inc. Profit Sharing Plan and Trust is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Caretti, Inc. Profit Sharing Plan and Trust reported net income rose from $108K in the plan year 2023 filing to $443K in the plan year 2024 filing.
  • Caretti, Inc. Profit Sharing Plan and Trust reported participants fell from 7 in the plan year 2023 filing to 6 in the plan year 2024 filing.
  • Caretti, Inc. Profit Sharing Plan and Trust end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 231552288 · Caretti, Inc. PY 2024 · 401(k)

Caretti, Inc. Profit Sharing Plan and Trust · $4M · 6 · 40th

  • TYPE $4M
  • TYPE 6
  • TYPE 40th
  • TYPE 401(k)
  • TYPE near Technology Marketing Corporation Employees 401(k) Plan
  • TYPE ind #3474

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 Pennsylvania →

Caretti, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Caretti, Inc. Profit Sharing Plan and TrustCaretti, Inc. Profit Sharing…$4MTechnology Marketing Corporation Employees 401(k) PlanTechnology Marketing Corpora…$4MTandem Senior Living Advisors, Inc.Tandem Senior Living Advisor…$4MKeller Trucking Company, Inc. Profit Sharing Plan and Trust and 401 (K) PlanKeller Trucking Company, Inc…$4MThe Northstar Companies 401(k) PlanThe Northstar Companies 401(…$4M
End-of-year total assets ($M) among Caretti, Inc. Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Caretti, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Caretti, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 14.35332676546943% vs 2022
2024 filing year
$3.6M$3.8M$4M$4.2M$4.4M$4.6M 202220232024 $3.84M $4.39M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 10 $4M
2023 1 7 $4M
2024 1 6 $4M

Caretti, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$443K
Employer EIN231552288
Plan Effective Date1969-03-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Caretti, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Caretti, Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.004389903 · Participants: 6Caretti, Inc. Profit Sharing Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Caretti, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Caretti, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Technology Marketing Corporation Employees 401(k) Plan in CT ($4M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Caretti, Inc. Profit Sharing Plan and Trust assets move in 2024? ▼
Caretti, Inc. Profit Sharing Plan and Trust grew at a solid clip - up 11.2% during 2024, from $4M to $4M. Reported net income was $443K.
How have Caretti, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caretti, Inc.'s sponsor-wide assets grew 14.4%, from $4M to $4M.
Which 401(k) plans are similar in size to Caretti, Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Technology Marketing Corporation Employees 401(k) Plan in CT ($4M, 40 participants).
Which 401(k) plans cover a similar participant headcount to Caretti, Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 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 231552288.

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.