401(k) · DOL Form 5500 · 2024
Carter-Jones Companies, Inc. 401(k) Plan
Data updated 2026-08-11
- $167M
- Total assets
- 3,902
- Participants
- 93rd
- Percentile by assets
- $42,904
- Avg per participant
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.
- 93rd percentile by assets (of 123,622 plans)
- #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.
- $167M
- total plan assets (2024 EOY)
- 3,902
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $42,904
- avg assets per participant
Where Carter-Jones Companies 401(k) Retirement Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Carter-Jones Companies 401(k) Retirement Plan reports 3,902 participants - 5.1x that state average ($167M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $143M |
|---|---|
| Net Assets (End of Year) | $167M |
| Net Income | $25M |
| Employer EIN | 341128274 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carter-Jones Companies, Inc.)
| 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
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Carter-Jones Companies 401(k) Retirement Plan by total assets, not by location.
- Tower Research Capital Group 401(k) Plan (NY) $167M · 497
- Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan (NC) $167M · 1,395
- Midland Credit Management, Inc. 401(k) Retirement Savings Plan (CA) $167M · 1,292
- Saloncentric Inc. 401(k) Plan (NJ) $167M · 3,774
Frequently Asked Questions
How did Carter-Jones Companies 401(k) Retirement Plan assets move in 2024? ▼
How have Carter-Jones Companies, Inc. plan assets changed over time? ▼
Where does Carter-Jones Companies 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Carter-Jones Companies 401(k) Retirement…
Filing takeaways
Ways to act on Carter-Jones Companies 401(k) Retirement Plan's numbers.
- By total assets, Carter-Jones Companies 401(k) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Carter-Jones Companies, Inc.'s sponsor-wide assets have grown 43.8% since 2022 across 3 plan years on file. More Retail Trade plans