401(k) · DOL Form 5500 · 2024

Carrollton Bank 401(k) Plan

Data updated 2026-08-25

$94M
Total assets Below avg plan size
285
Participants Below avg headcount
90th
Percentile by assets National rank
$330,389
Avg per participant High balance/head
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Official DOL plan name: Carrollton Bank Employees 401(k) and Profit Sharing Plan · Sponsored by Carrollton Bank · Illinois · Finance & Insurance

$94M in assets, 285 participants

Carrollton Bank's Carrollton Bank Employees 401(k) and Profit Sharing Plan reported $94M in total assets and 285 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,220 in Finance & Insurance (8,549 peers)

Coverage in Illinois

Carrollton Bank Employees 401(k) and Profit Sharing Plan covers 285 participants in Illinois, about 37% of the average Illinois filer (state average ~779 per filing). Assets: $94M.

#7,220
in Finance & Insurance (8,549 peers)
+12.3%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Carrollton Bank Employees 401(k) and Profit Sharing Plan's outsized position by total assets

Carrollton Bank Employees 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$94,160,960 Top 10% higher than 90% 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

Carrollton Bank Employees 401(k) and Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carrollton Bank Employees 401(k) and Profit Sharing Plan sits mid-pack in the medium band (285 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carrollton Bank Employees 401(k) and Profit Sharing Plan end-of-year assets rose from $84M in the plan year 2023 filing to $94M in the plan year 2024 filing.
  • Carrollton Bank Employees 401(k) and Profit Sharing Plan reported participants fell from 302 in the plan year 2023 filing to 285 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 370207180 · Carrollton Bank PY 2024 · 401(k)

Carrollton Bank Employees 401(k) and Profit Sharing Plan · $94M · 285 · 90th

  • 5500 $94M
  • 5500 285
  • 5500 90th
  • 5500 401(k)
  • 5500 near Victory Wholesale Group 401(k) Plan
  • 5500 ind #7220

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 Finance & Insurance retirement plans → · Plans in Illinois →

Carrollton Bank Employees 401(k) and Profit Sharing Plan in the asset neighbourhood

Diamond Hill Investment Group 401(k) Plan and TrustDiamond Hill Investment Grou…$94MCarrollton Bank Employees 401(k) and Profit Sharing PlanCarrollton Bank Employees 40…$94MVictory Wholesale Group 401(k) PlanVictory Wholesale Group 401(…$94MMoses & Singer LLP Plan for Savings and InvestmentMoses & Singer LLP Plan for …$94MDart Container Sales Company, LLC Employee Profit Sharing PlanDart Container Sales Company…$94M
End-of-year total assets ($M) among Carrollton Bank Employees 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$94M
Net Income$10M
Employer EIN370207180
Plan Effective Date1953-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carrollton Bank)

Sponsor-wide plan assets over time

All Carrollton Bank plans reported in each filing year

Latest sponsor-wide plan assets
$94M 28.1020330453348% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $73.5M $94.2M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 302 $74M
2023 1 302 $84M
2024 1 285 $94M

Nearby 401(k) Plans in Illinois

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

Carrollton Bank Employees 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Carrollton Bank Employees 401(k) and Profit Sharing Plan, Total assets ($B): 0.09416096 · Participants: 285Carrollton Bank Employees 401(k) and Profit Sharing PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Carrollton Bank Employees 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Carrollton Bank Employees 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Carrollton Bank Employees 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Victory Wholesale Group 401(k) Plan in OH ($94M); by covered participants it is Wright & Filippis, Inc. 401(k) Retirement Plan in MI (285 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (285 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 Carrollton Bank Employees 401(k) and Profit Sharing Plan assets move in 2024? ▼
Carrollton Bank Employees 401(k) and Profit Sharing Plan grew at a solid clip - up 12.3% during 2024, from $84M to $94M. Reported net income was $10M.
How have Carrollton Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carrollton Bank's sponsor-wide assets grew 28.1%, from $74M to $94M.
Where does Carrollton Bank Employees 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Carrollton Bank Employees 401(k) and Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Carrollton Bank Employees 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Victory Wholesale Group 401(k) Plan in OH ($94M, 405 participants).
Which 401(k) plans cover a similar participant headcount to Carrollton Bank Employees 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wright & Filippis, Inc. 401(k) Retirement Plan in MI (285 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 370207180.

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.