Other · DOL Form 5500 · 2024
A. Burl Carrier Retirement Plan
Data updated 2026-08-25
- $122K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 7th
- Percentile by assets National rank
- $24,378
- Avg per participant Low balance/head
Official DOL plan name: Carrier Ditching & Excavating Keough Plan · Sponsored by A. Burl Carrier · Oklahoma · Construction
$122K in assets, 5 participants
A. Burl Carrier's Carrier Ditching & Excavating Keough Plan reported $122K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 7th 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.
- #607 in Construction (9,039 peers)
A. Burl Carrier multi-year trail
A. Burl Carrier's plans moved -15.1% in assets from 2022 to 2024; this filing shows Carrier Ditching & Excavating Keough Plan at $122K / 5 participants.
- #607
- in Construction (9,039 peers)
- +9.5%
- assets growth YoY
Carrier Ditching & Excavating Keough Plan among the smaller filed plans by assets
Carrier Ditching & Excavating Keough Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$121,891 7th percentile higher than 7% 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
Carrier Ditching & Excavating Keough 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. Carrier Ditching & Excavating Keough Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carrier Ditching & Excavating Keough Plan reported net income rose from -$11K in the plan year 2023 filing to $11K in the plan year 2024 filing.
- Carrier Ditching & Excavating Keough Plan end-of-year assets rose from $111K in the plan year 2023 filing to $122K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 730675676 · A. Burl Carrier PY 2024 · Other
Carrier Ditching & Excavating Keough Plan · $122K · 5 · 7th
- EOY $122K
- EOY 5
- EOY 7th
- EOY Other
- EOY near Arkansas State Golf Association 403 (B) Plan
- EOY ind #607
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 Oklahoma →
Carrier Ditching & Excavating Keough Plan in the asset neighbourhood
A. Burl Carrier multi-year asset trail
Sponsor-wide plan assets over time
All A. Burl Carrier plans reported in each filing year
- Latest sponsor-wide plan assets
- $122K 15.06741455596976% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $144K |
| 2023 | 1 | 5 | $111K |
| 2024 | 1 | 5 | $122K |
A. Burl Carrier filing trail (2024)
| Total Assets (Beginning of Year) | $111K |
|---|---|
| Net Assets (End of Year) | $122K |
| Net Income | $11K |
| Employer EIN | 730675676 |
| Plan Effective Date | 1974-03-15 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Oklahoma
Peer Other plans, same state, same plan type, ranked by total assets.
- 403(b) Retirement Savings Plan for Integris Health, Inc. $1.1B · 11,191
- The University of Tulsa Defined Contribution Retirement Plan $427M · 1,162
- Saint Francis Health System, Inc. 403(b) Savings P $366M · 903
- Oral Roberts University Retirement Plan $75M · 497
- Duncan Regional Hospital 403(b) Plan $61M · 710
Carrier Ditching & Excavating Keough Plan's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is Arkansas State Golf Association 403 (B) Plan in AR ($118K); by covered participants it is 403(b) Paln Rfa Retirement Plan in MN (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($122K here).
- Arkansas State Golf Association 403 (B) Plan (AR) $118K · 4
- Shebesta Group Savings Plan (OH) $129K · 1
- Olathe Health System, Inc. Tsa Retirement Plan (KS) $114K · 2,558
- Ohio South Youth Soccer Association 403(b) Plan (OH) $132K · 4
Similar participant headcount
Nearest other-state filings by covered participants (5 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.