401(k) · DOL Form 5500 · 2024

Carter Hays Powers & Associates LLP 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
10
Participants Small participant base
46th
Percentile by assets National rank
$609,468
Avg per participant High balance/head
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Official DOL plan name: Carter, Hays, Powers & Associates, LLP Employees Profit Sharing Plan · Sponsored by Carter Hays Powers & Associates LLP · Texas · Healthcare & Social Assistance

$6M in assets, 10 participants

Carter Hays Powers & Associates LLP's Carter, Hays, Powers & Associates, LLP Employees Profit Sharing Plan reported $6M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,376 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Carter, Hays, Powers & Associates, LLP Employees Profit Sharing Plan grew sharply 15.0% in 2024 ($5M → $6M) for 10 participants.

#8,376
in Healthcare & Social Assistance (16,916 peers)
+15.0%
assets growth YoY

Carter, Hays, Powers & Associates, LLP Employees Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Carter, Hays, Powers & Associates, LLP Employees Profit Sharing Plan vs every filed plan by assets

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

$6,094,676 46th percentile higher than 46% 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

Carter, Hays, Powers & Associates, LLP Employees Profit Sharing 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. Carter, Hays, Powers & Associates, LLP Employees Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carter, Hays, Powers & Associates, LLP Employees Profit Sharing Plan reported net income rose from -$955K in the plan year 2023 filing to $794K in the plan year 2024 filing.
  • Carter, Hays, Powers & Associates, LLP Employees Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Carter, Hays, Powers & Associates, LLP Employees Profit Sharing Plan reported participants fell from 11 in the plan year 2023 filing to 10 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 750747197 · Carter Hays Powers & Associates LLP PY 2024 · 401(k)

Carter, Hays, Powers & Associates, LLP Employees Profit Sharing Plan · $6M · 10 · 46th

  • BOY $6M
  • SCH 10
  • EBSA 46th
  • PART 401(k)
  • TYPE near Mitchell Mechanical 401(k) Plan
  • NET ind #8376

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 Texas →

Carter, Hays, Powers & Associates, LLP Employees Profit Sharing Plan in the asset neighbourhood

Mitchell Mechanical 401(k) PlanMitchell Mechanical 401(k) P…$6MDanville Services Corporation 401(k) Retirement Savings PlanDanville Services Corporatio…$6MCarter, Hays, Powers & Associates, LLP Employees Profit Sharing PlanCarter, Hays, Powers & Assoc…$6MRetirement Income Security Plan-Midwest Floor Coverings, Inc.Retirement Income Security P…$6MVolato Inc. 401(k) Plan$6M
End-of-year total assets ($M) among Carter, Hays, Powers & Associates, LLP Employees Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Carter Hays Powers & Associates LLP years around the 2024 move

Sponsor-wide plan assets over time

All Carter Hays Powers & Associates LLP plans reported in each filing year

Latest sponsor-wide plan assets
$6M 2.530113718780191% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $6.25M $6.09M ▼ -2.6%
Year Plans Participants Total Assets
2022 1 14 $6M
2023 1 11 $5M
2024 1 10 $6M

2024 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$794K
Employer EIN750747197
Plan Effective Date1983-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Carter, Hays, Powers & Associates, LLP Employees Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Carter, Hays, Powers & Associates, LLP Employees Profit Sharing Plan, Total assets ($B): 0.006094676 · Participants: 10Carter, Hays, Powers & Associates, LLP Employees Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Carter, Hays, Powers & Associates, LLP Employees Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Carter, Hays, Powers & Associates, LLP Employees Profit Sharing Plan side-by-side with 3 peers →

Carter, Hays, Powers & Associates, LLP Employees Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Mitchell Mechanical 401(k) Plan in AL ($6M); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Carter, Hays, Powers & Associates, LLP Employees Profit Sharing Plan assets move in 2024? ▼
Carter, Hays, Powers & Associates, LLP Employees Profit Sharing Plan grew sharply - up 15.0% during 2024, from $5M to $6M. Reported net income was $794K.
How have Carter Hays Powers & Associates LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carter Hays Powers & Associates LLP's sponsor-wide assets declined 2.5%, from $6M to $6M.
Which 401(k) plans are similar in size to Carter, Hays, Powers & Associates, LLP Employees Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mitchell Mechanical 401(k) Plan in AL ($6M, 65 participants).
Which 401(k) plans cover a similar participant headcount to Carter, Hays, Powers & Associates, LLP Employees Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hero Home Services 401(k) Plan in MN (10 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 750747197.

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.