401(k) · DOL Form 5500 · 2024

Carter-Jones Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$167M
Total assets Near avg plan size
3,902
Participants Above avg headcount
93rd
Percentile by assets National rank
$42,904
Avg per participant Low balance/head
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Official DOL plan name: Carter-Jones Companies 401(k) Retirement Plan · Sponsored by Carter-Jones Companies, Inc. · Ohio · Retail Trade

$167M in assets, 3,902 participants

Carter-Jones Companies, Inc.'s Carter-Jones Companies 401(k) Retirement Plan reported $167M in total assets and 3,902 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,747 in Retail Trade (8,048 peers)

Coverage in Ohio

Carter-Jones Companies 401(k) Retirement Plan covers 3,902 participants in Ohio, 5.1x the typical Ohio plan (state average ~765 per filing). Assets: $167M.

#7,747
in Retail Trade (8,048 peers)
+17.4%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Carter-Jones Companies 401(k) Retirement Plan's outsized position by total assets

Carter-Jones Companies 401(k) Retirement Plan vs every filed plan by assets

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

$167,413,195 Top 7% higher than 93% 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-Jones Companies 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carter-Jones Companies 401(k) Retirement Plan lands in the large band (3,902 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carter-Jones Companies 401(k) Retirement Plan end-of-year assets rose from $143M in the plan year 2023 filing to $167M in the plan year 2024 filing.
  • Carter-Jones Companies 401(k) Retirement Plan reported participants rose from 3,709 in the plan year 2023 filing to 3,902 in the plan year 2024 filing.
  • Carter-Jones Companies 401(k) Retirement Plan reported net income fell from $26M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 341128274 · Carter-Jones Companies, Inc. PY 2024 · 401(k)

Carter-Jones Companies 401(k) Retirement Plan · $167M · 3,902 · 93rd

  • PCT $167M
  • PCT 3,902
  • PCT 93rd
  • PCT 401(k)
  • PCT near Tower Research Capital Group 401(k) Plan
  • PCT ind #7747

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 Ohio →

Carter-Jones Companies 401(k) Retirement Plan in the asset neighbourhood

Saloncentric Inc. 401(k) Plan$167MGregory Poole Equipment Company Retirement Savings and Profit Sharing PlanGregory Poole Equipment Comp…$167MTower Research Capital Group 401(k) PlanTower Research Capital Group…$167MCarter-Jones Companies 401(k) Retirement PlanCarter-Jones Companies 401(k…$167MMidland Credit Management, Inc. 401(k) Retirement Savings PlanMidland Credit Management, I…$167M
End-of-year total assets ($M) among Carter-Jones Companies 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$143M
Net Assets (End of Year)$167M
Net Income$25M
Employer EIN341128274
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carter-Jones Companies, Inc.)

Sponsor-wide plan assets over time

All Carter-Jones Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$167M 43.78111893379639% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $116M $167M ▲ +43.8%
Year Plans Participants Total Assets
2022 1 3,383 $116M
2023 1 3,709 $143M
2024 1 3,902 $167M

Nearby 401(k) Plans in Ohio

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

Carter-Jones Companies 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Carter-Jones Companies 401(k) Retirement Plan, Total assets ($B): 0.167413195 · Participants: 3902Carter-Jones Companies 401(k) Retirement PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Carter-Jones Companies 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Carter-Jones Companies 401(k) Retirement Plan side-by-side with 3 peers →

Carter-Jones Companies 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Tower Research Capital Group 401(k) Plan in NY ($167M); by covered participants it is Boise Cascade Company Savings Plan in ID (3,902 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,902 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-Jones Companies 401(k) Retirement Plan assets move in 2024? ▼
Carter-Jones Companies 401(k) Retirement Plan grew sharply - up 17.4% during 2024, from $143M to $167M. Reported net income was $25M.
How have Carter-Jones Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carter-Jones Companies, Inc.'s sponsor-wide assets grew 43.8%, from $116M to $167M.
Where does Carter-Jones Companies 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Carter-Jones Companies 401(k) Retirement Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Carter-Jones Companies 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tower Research Capital Group 401(k) Plan in NY ($167M, 497 participants).
Which 401(k) plans cover a similar participant headcount to Carter-Jones Companies 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Boise Cascade Company Savings Plan in ID (3,902 participants, $740M 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 341128274.

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.