401(k) · DOL Form 5500 · 2024

H. Carr & Sons, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
34
Participants Small participant base
71st
Percentile by assets National rank
$618,041
Avg per participant High balance/head
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Official DOL plan name: H. Carr & Sons, LLC · Sponsored by H. Carr & Sons, LLC · Rhode Island · Construction

$21M in assets, 34 participants

H. Carr & Sons, LLC's H. Carr & Sons, LLC reported $21M in total assets and 34 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,334 in Construction (9,039 peers)

H. Carr & Sons, LLC multi-year trail

H. Carr & Sons, LLC's plans moved +43.3% in assets from 2022 to 2024; this filing shows H. Carr & Sons, LLC at $21M / 34 participants.

#6,334
in Construction (9,039 peers)
+15.6%
assets growth YoY

H. Carr & Sons, LLC's outsized position by total assets

H. Carr & Sons, LLC vs every filed plan by assets

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

$21,013,391 Top 29% higher than 71% 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

H. Carr & Sons, LLC among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H. Carr & Sons, LLC is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • H. Carr & Sons, LLC reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • H. Carr & Sons, LLC end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 050117010 · H. Carr & Sons, LLC PY 2024 · 401(k)

H. Carr & Sons, LLC · $21M · 34 · 71st

  • BOY $21M
  • SCH 34
  • EBSA 71st
  • PART 401(k)
  • TYPE near Sun Gro Holdings Inc. Retirement Savings Plan
  • NET ind #6334

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 Rhode Island →

H. Carr & Sons, LLC in the asset neighbourhood

H. Carr & Sons, LLC$21MSun Gro Holdings Inc. Retirement Savings PlanSun Gro Holdings Inc. Retire…$21MLa Posada Employee Savings and Retirement PlanLa Posada Employee Savings a…$21MAmerican Gfm Employee Retirement PlanAmerican Gfm Employee Retire…$21MS2 Analytical Solutions, LLC 401(k) and Ps PlanS2 Analytical Solutions, LLC…$21M
End-of-year total assets ($M) among H. Carr & Sons, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

H. Carr & Sons, LLC multi-year asset trail

Sponsor-wide plan assets over time

All H. Carr & Sons, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 43.299213938683565% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.7M $21M ▲ +43.3%
Year Plans Participants Total Assets
2022 1 37 $15M
2023 1 34 $18M
2024 1 34 $21M

H. Carr & Sons, LLC filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN050117010
Plan Effective Date1994-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Rhode Island

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

H. Carr & Sons, LLC vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -10010203040 Total assets ($B) Participants H. Carr & Sons, LLC, Total assets ($B): 0.021013391 · Participants: 34H. Carr & Sons, LLCCVS Health Future Fund 401(k) Plan, Total assets ($B): 30.087909242 · Participants: 240493CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 6.12531514 · Participants: 26609Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 3.249944772 · Participants: 17893Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.764430113 · Participants: 26416Unfi 401(k) PlanFactory Mutual Insurance Company 401(k) Savings Plan, Total assets ($B): 1.916269037 · Participants: 4005Factory Mutual Insurance Company 401(k) Savings Plan
H. Carr & Sons, LLC vs. nearby 401(k) plans in Rhode Island, assets vs. participants

H. Carr & Sons, LLC's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Sun Gro Holdings Inc. Retirement Savings Plan in MA ($21M); by covered participants it is Therapy Rehabilitation Services, Inc.-Education 401(k) Plan in AZ (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 H. Carr & Sons, LLC assets move in 2024?
H. Carr & Sons, LLC grew sharply - up 15.6% during 2024, from $18M to $21M. Reported net income was $3M.
How have H. Carr & Sons, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), H. Carr & Sons, LLC's sponsor-wide assets grew 43.3%, from $15M to $21M.
Which 401(k) plans are similar in size to H. Carr & Sons, LLC?
Among 401(k) plans in other states, the closest by assets is Sun Gro Holdings Inc. Retirement Savings Plan in MA ($21M, 223 participants).
Which 401(k) plans cover a similar participant headcount to H. Carr & Sons, LLC?
Among 401(k) plans in other states, the closest by covered participants is Therapy Rehabilitation Services, Inc.-Education 401(k) Plan in AZ (34 participants, $1M in assets).