401(k) · DOL Form 5500 · 2024

Carly Guthrie 401(k) Plan

Data updated 2026-08-25

$400K
Total assets Small plan by assets
1
Participants Small participant base
16th
Percentile by assets National rank
$399,833
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Self Employed 401(k) Plan for Carly Guthrie · Sponsored by Carly Guthrie · Washington · Healthcare & Social Assistance

$400K in assets, 1 participants

Carly Guthrie's Self Employed 401(k) Plan for Carly Guthrie reported $400K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,919 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Self Employed 401(k) Plan for Carly Guthrie holds $400K for 1 participant - about $399,833 per participant, among the smaller plans by assets on file.

#1,919
in Healthcare & Social Assistance (16,916 peers)
+2.1%
assets growth YoY

Self Employed 401(k) Plan for Carly Guthrie among the smaller filed plans by assets

Self Employed 401(k) Plan for Carly Guthrie vs every filed plan by assets

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

$399,833 16th percentile higher than 16% 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

Self Employed 401(k) Plan for Carly Guthrie among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Self Employed 401(k) Plan for Carly Guthrie is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 393521343 · Carly Guthrie PY 2024 · 401(k)

Self Employed 401(k) Plan for Carly Guthrie · $400K · 1 · 16th

  • SCH $400K
  • SCH 1
  • SCH 16th
  • SCH 401(k)
  • SCH near Sweetmill Food Company Inc 401(k) Profit Sharing Plan & Trust
  • SCH ind #1919

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 Healthcare & Social Assistance retirement plans → · Plans in Washington →

Self Employed 401(k) Plan for Carly Guthrie in the asset neighbourhood

Self Employed 401(k) Plan for Carly GuthrieSelf Employed 401(k) Plan fo…$400KSweetmill Food Company Inc 401(k) Profit Sharing Plan & TrustSweetmill Food Company Inc 4…$400KSerial E, Inc. 401(k) Profit Sharing PlanSerial E, Inc. 401(k) Profit…$400KTerravest Equity Inc. 401(k) Profit Sharing PlanTerravest Equity Inc. 401(k)…$400KWisdom Financial Group, Inc. 401(k) PlanWisdom Financial Group, Inc.…$400K
End-of-year total assets ($M) among Self Employed 401(k) Plan for Carly Guthrie and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$392K
Net Assets (End of Year)$400K
Net Income$8K
Employer EIN393521343
Plan Effective Date2024-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Self Employed 401(k) Plan for Carly Guthrie vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Self Employed 401(k) Plan for Carly Guthrie, Total assets ($B): 0.000399833 · Participants: 1Self Employed 401(k) Plan for Carly GuthrieThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Self Employed 401(k) Plan for Carly Guthrie vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Self Employed 401(k) Plan for Carly Guthrie side-by-side with 3 peers →

Self Employed 401(k) Plan for Carly Guthrie's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Sweetmill Food Company Inc 401(k) Profit Sharing Plan & Trust in CA ($400K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Self Employed 401(k) Plan for Carly Guthrie assets move in 2024? ▼
Self Employed 401(k) Plan for Carly Guthrie edged up modestly - up 2.1% during 2024, from $392K to $400K. Reported net income was $8K.
Where does Self Employed 401(k) Plan for Carly Guthrie rank by assets among Form 5500 filers? ▼
Self Employed 401(k) Plan for Carly Guthrie ranks in the 16th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Self Employed 401(k) Plan for Carly Guthrie? ▼
Among 401(k) plans in other states, the closest by assets is Sweetmill Food Company Inc 401(k) Profit Sharing Plan & Trust in CA ($400K, 9 participants).
Which 401(k) plans cover a similar participant headcount to Self Employed 401(k) Plan for Carly Guthrie? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 393521343.

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.