401(k) · DOL Form 5500 · 2024
Carruth Capital, LLC 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 50
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $449,902
- Avg per participant High balance/head
Official DOL plan name: Carruth Capital LLC 401(k) Plan · Sponsored by Carruth Capital, LLC · Massachusetts · Real Estate
$22M in assets, 50 participants
Carruth Capital, LLC's Carruth Capital LLC 401(k) Plan reported $22M in total assets and 50 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #3,964 in Real Estate (4,605 peers)
Carruth Capital, LLC multi-year trail
Carruth Capital, LLC's plans moved +48.5% in assets from 2022 to 2024; this filing shows Carruth Capital LLC 401(k) Plan at $22M / 50 participants.
- #3,964
- in Real Estate (4,605 peers)
- +21.1%
- assets growth YoY
Carruth Capital LLC 401(k) Plan's outsized position by total assets
Carruth Capital LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,495,078 Top 28% higher than 72% 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
Carruth Capital LLC 401(k) 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. Carruth Capital LLC 401(k) Plan is a small filing (50 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carruth Capital LLC 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Carruth Capital LLC 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Carruth Capital LLC 401(k) Plan reported participants fell from 52 in the plan year 2023 filing to 50 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 043397577 · Carruth Capital, LLC PY 2024 · 401(k)
Carruth Capital LLC 401(k) Plan · $22M · 50 · 72nd
- SCH $22M
- EBSA 50
- PART 72nd
- TYPE 401(k)
- NET near Dap Health 401(k) Plan
- BOOK ind #3964
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 Real Estate retirement plans → · Plans in Massachusetts →
Carruth Capital LLC 401(k) Plan in the asset neighbourhood
Carruth Capital, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Carruth Capital, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 48.45998134670654% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 51 | $15M |
| 2023 | 1 | 52 | $19M |
| 2024 | 1 | 50 | $22M |
Carruth Capital, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $4M |
| Employer EIN | 043397577 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Carruth Capital LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Dap Health 401(k) Plan in CA ($22M); by covered participants it is Advata 401(k) Plan in TX (50 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Dap Health 401(k) Plan (CA) $22M · 789
- Pioneer Manufacturing Company, Inc. 401(k) Plan (OH) $22M · 111
- E.S. Originals 401(k) Savings Plan (NY) $22M · 158
- Jabian, LLC 401(k) Plan (GA) $22M · 123
Similar participant headcount
Nearest other-state filings by covered participants (50 participants); asset peers above are excluded.
- Advata 401(k) Plan (TX) 50 · 0 off
- Arthritis Center of Nebraska Profit Sharing Plan (NE) 50 · 0 off
- Ignitist, Inc. 401(k) Profit Sharing Plan and Trust (PA) 50 · 0 off
- First National Financial Services 401(k) Plan (MN) 50 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.