401(k) · DOL Form 5500 · 2024

Joseph P. Carrara & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
98
Participants Small participant base
70th
Percentile by assets National rank
$205,633
Avg per participant Above avg balance/head
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Official DOL plan name: Joseph P. Carrara & Sons, Inc. 401(k) and Profit Sharing Plan · Sponsored by Joseph P. Carrara & Sons, Inc. · Vermont · Manufacturing

$20M in assets, 98 participants

Joseph P. Carrara & Sons, Inc.'s Joseph P. Carrara & Sons, Inc. 401(k) and Profit Sharing Plan reported $20M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #10,658 in Manufacturing (17,777 peers)

Joseph P. Carrara & Sons, Inc. multi-year trail

Joseph P. Carrara & Sons, Inc.'s plans moved +19.2% in assets from 2022 to 2024; this filing shows Joseph P. Carrara & Sons, Inc. 401(k) and Profit Sharing Plan at $20M / 98 participants.

#10,658
in Manufacturing (17,777 peers)
+14.1%
assets growth YoY

Joseph P. Carrara & Sons, Inc. 401(k) and Profit Sharing Plan's outsized position by total assets

Joseph P. Carrara & Sons, Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$20,152,008 Top 30% higher than 70% 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

Joseph P. Carrara & Sons, Inc. 401(k) and Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joseph P. Carrara & Sons, Inc. 401(k) and Profit Sharing Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Joseph P. Carrara & Sons, Inc. 401(k) and Profit Sharing Plan reported net income rose from $761K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Joseph P. Carrara & Sons, Inc. 401(k) and Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Joseph P. Carrara & Sons, Inc. 401(k) and Profit Sharing Plan reported participants rose from 97 in the plan year 2023 filing to 98 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 030212647 · Joseph P. Carrara & Sons, Inc. PY 2024 · 401(k)

Joseph P. Carrara & Sons, Inc. 401(k) and Profit Sharing Plan · $20M · 98 · 70th

  • BOY $20M
  • BOY 98
  • BOY 70th
  • BOY 401(k)
  • BOY near Triangle Package Machinery Company Office 401(k) Plan
  • BOY ind #10658

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 Manufacturing retirement plans → · Plans in Vermont →

Joseph P. Carrara & Sons, Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

Joseph P. Carrara & Sons, Inc. 401(k) and Profit Sharing PlanJoseph P. Carrara & Sons, In…$20MTriangle Package Machinery Company Office 401(k) PlanTriangle Package Machinery C…$20MCydcor LLC 401(k) Plan$20MEd Herrington, Inc. 401(k) Profit Sharing PlanEd Herrington, Inc. 401(k) P…$20MNekoosa Retirement Savings PlanNekoosa Retirement Savings P…$20M
End-of-year total assets ($M) among Joseph P. Carrara & Sons, Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Joseph P. Carrara & Sons, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Joseph P. Carrara & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 19.185674493240775% vs 2022
2024 filing year
$16M$17M$18M$19M$20M$21M 202220232024 $16.9M $20.2M ▲ +19.2%
Year Plans Participants Total Assets
2022 1 112 $17M
2023 1 97 $18M
2024 1 98 $20M

Joseph P. Carrara & Sons, Inc. filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN030212647
Plan Effective Date1974-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

Joseph P. Carrara & Sons, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Joseph P. Carrara & Sons, Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.020152008 · Participants: 98Joseph P. Carrara & Sons, Inc. 401(k) and Profit Sharing PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 2.219723296 · Participants: 12486The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.335306385 · Participants: 1397National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.243285831 · Participants: 520Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.175195216 · Participants: 534Husky Retirement SavingsCasella Waste Systems 401(k) Plan, Total assets ($B): 0.160906631 · Participants: 3488Casella Waste Systems 401(k) Plan
Joseph P. Carrara & Sons, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Joseph P. Carrara & Sons, Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Joseph P. Carrara & Sons, Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Triangle Package Machinery Company Office 401(k) Plan in IL ($20M); by covered participants it is Premier Medical Group Profit Sharing Plan in NY (98 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Joseph P. Carrara & Sons, Inc. 401(k) and Profit Sharing Plan assets move in 2024? ▼
Joseph P. Carrara & Sons, Inc. 401(k) and Profit Sharing Plan grew at a solid clip - up 14.1% during 2024, from $18M to $20M. Reported net income was $2M.
How have Joseph P. Carrara & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joseph P. Carrara & Sons, Inc.'s sponsor-wide assets grew 19.2%, from $17M to $20M.
Which 401(k) plans are similar in size to Joseph P. Carrara & Sons, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Triangle Package Machinery Company Office 401(k) Plan in IL ($20M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Joseph P. Carrara & Sons, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premier Medical Group Profit Sharing Plan in NY (98 participants, $21M 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 030212647.

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.