401(k) · DOL Form 5500 · 2024
Karter Industries, Inc 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: Karter Industries Retirement Plan · Sponsored by Karter Industries, Inc · New Mexico · Transportation & Warehousing
$3M in assets, 2 participants
Karter Industries, Inc's Karter Industries Retirement Plan reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #1,065 in Transportation & Warehousing (3,299 peers)
What the 2024 filing shows
Karter Industries Retirement Plan holds $3M for 2 participants - about $1.3M per participant, in the lower half of filed plans by assets.
- #1,065
- in Transportation & Warehousing (3,299 peers)
- +0.0%
- assets growth YoY
Karter Industries Retirement Plan among the smaller filed plans by assets
Karter Industries Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,501,099 32nd percentile higher than 32% 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
Karter Industries Retirement 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. Karter Industries Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Karter Industries Retirement Plan reported net income fell from $5 in the plan year 2023 filing to $4 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 811035299 · Karter Industries, Inc PY 2024 · 401(k)
Karter Industries Retirement Plan · $3M · 2 · 32nd
- BOOK $3M
- BOOK 2
- BOOK 32nd
- BOOK 401(k)
- BOOK near Hirezon Corporation 401(k) Profit Sharing Plan & Trust
- BOOK ind #1065
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 Transportation & Warehousing retirement plans → · Plans in New Mexico →
Karter Industries Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $4 |
| Employer EIN | 811035299 |
| Plan Effective Date | 2016-01-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Karter Industries, Inc)
Sponsor-wide plan assets over time
All Karter Industries, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 0.00035984310840473554% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $3M |
| 2023 | 1 | 2 | $3M |
| 2024 | 1 | 2 | $3M |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $7.2B · 15,926
- Triad 401(k) Retirement Plan $2.5B · 11,744
- Triad 401(k) Savings Plan $900M · 2,058
- Txnm Energy, Inc. Retirement Savings Plan $827M · 1,631
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $648M · 2,218
Karter Industries Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Hirezon Corporation 401(k) Profit Sharing Plan & Trust in MA ($3M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Hirezon Corporation 401(k) Profit Sharing Plan & Trust (MA) $3M · 8
- Corner Pantry 401(k) Plan (SC) $3M · 164
- Visterra Landscape Group 401(k) Plan (IL) $3M · 74
- Soar 401(k) Plan (UT) $3M · 61
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.