401(k) · DOL Form 5500 · 2024

Caroffer, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 230
Participants Below avg headcount: 42nd
Percentile by assets National rank: $21,654
Avg per participant Low balance/head

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Official DOL plan name: Caroffer 401(k) Plan · Sponsored by Caroffer, LLC · Texas · Retail Trade

$5M in assets, 230 participants

Caroffer, LLC's Caroffer 401(k) Plan reported $5M in total assets and 230 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

#4,236 in Retail Trade (8,048 peers)

Coverage in Texas

Caroffer 401(k) Plan covers 230 participants in Texas, about 33% of the average Texas filer (state average ~688 per filing). Assets: $5M.

#4,236
in Retail Trade (8,048 peers): +27.8%
assets growth YoY

Caroffer 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Caroffer 401(k) Plan vs every filed plan by assets

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

$4,980,430 42nd percentile higher than 42% 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

Caroffer 401(k) 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. Caroffer 401(k) Plan sits mid-pack in the medium band (230 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Caroffer 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Caroffer 401(k) Plan reported participants fell from 342 in the plan year 2023 filing to 230 in the plan year 2024 filing.
Caroffer 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 611923604 · Caroffer, LLC PY 2024 · 401(k)

Caroffer 401(k) Plan · $5M · 230 · 42nd

EBSA $5M
EBSA 230
EBSA 42nd
EBSA 401(k)
EBSA near Sun Tran Bargaining Unit 401(k) Plan
EBSA ind #4236

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 Retail Trade retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Caroffer 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$1M
Employer EIN	611923604
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Caroffer, LLC)

Latest sponsor-wide plan assets: $5M 180.49705644318763% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	271	$2M
2023	1	342	$4M
2024	1	230	$5M

Nearby 401(k) Plans in Texas

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

Caroffer 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Caroffer 401(k) Plan side-by-side with 3 peers →

Caroffer 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Sun Tran Bargaining Unit 401(k) Plan in AZ ($5M); by covered participants it is Versa Press Inc Employees Retirement Plan and Trust in IL (230 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Sun Tran Bargaining Unit 401(k) Plan (AZ) $5M · 398
Rocket Youth Brands 401(k) Plan (FL) $5M · 11
United Community Bank of West Kentucky, Inc. 401(k) Plan (KY) $5M · 55
Reliance One 401(k) Plan (MI) $5M · 255

Similar participant headcount

Nearest other-state filings by covered participants (230 participants); asset peers above are excluded.

Versa Press Inc Employees Retirement Plan and Trust (IL) 230 · 0 off
Mark Miller Subaru, Inc. 401(k) Plan (UT) 230 · 0 off
Decco, Inc. 401(k) Ps Plan (NH) 230 · 0 off
Cic Innovation Services, LLC 401(k) Plan (MA) 230 · 0 off

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 Caroffer 401(k) Plan assets move in 2024? ▼

Caroffer 401(k) Plan grew sharply - up 27.8% during 2024, from $4M to $5M. Reported net income was $1M.

How have Caroffer, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Caroffer, LLC's sponsor-wide assets grew 180.5%, from $2M to $5M.

Which 401(k) plans are similar in size to Caroffer 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Sun Tran Bargaining Unit 401(k) Plan in AZ ($5M, 398 participants).

Which 401(k) plans cover a similar participant headcount to Caroffer 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Versa Press Inc Employees Retirement Plan and Trust in IL (230 participants, $39M 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 611923604.