401(k) · DOL Form 5500 · 2024
Carris Financial Corp. 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 482
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $53,405
- Avg per participant Low balance/head
Official DOL plan name: Cfc Retirement Plan · Sponsored by Carris Financial Corp. · Vermont · Manufacturing
$26M in assets, 482 participants
Carris Financial Corp.'s Cfc Retirement Plan reported $26M in total assets and 482 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #11,634 in Manufacturing (17,777 peers)
Where Cfc Retirement Plan sits by assets
Cfc Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 482 participants (~$53,405/participant), down 2.4% in 2024.
- #11,634
- in Manufacturing (17,777 peers)
- -2.4%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $645K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cfc Retirement Plan's outsized position by total assets
Cfc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,741,192 Top 25% higher than 75% 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
Cfc Retirement 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. Cfc Retirement Plan sits mid-pack in the medium band (482 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cfc Retirement Plan reported net income fell from $2M in the plan year 2023 filing to -$645K in the plan year 2024 filing.
- Cfc Retirement Plan end-of-year assets fell from $26M in the plan year 2023 filing to $26M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 030326210 · Carris Financial Corp. PY 2024 · 401(k)
Cfc Retirement Plan · $26M · 482 · 75th
- BOOK $26M
- VS-ST 482
- BOY 75th
- SCH 401(k)
- EBSA near Clement Rivers, LLP Profit Sharing and Salary Deferred Plan
- PART ind #11634
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 →
Cfc Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | -$645K |
| Employer EIN | 030326210 |
| Plan Effective Date | 1993-07-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carris Financial Corp.)
Sponsor-wide plan assets over time
All Carris Financial Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $123M 20.824106288110805% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 877 | $102M |
| 2023 | 2 | 908 | $115M |
| 2024 | 2 | 913 | $123M |
Nearby 401(k) Plans in Vermont
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The University of Vermont Medical Center 403(b) Plan $2.2B · 12,486
- National Life Group 401(k) Plan $335M · 1,397
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $243M · 520
- Husky Retirement Savings $175M · 534
- Casella Waste Systems 401(k) Plan $161M · 3,488
Cfc Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Vermont, the nearest 401(k) by assets is Clement Rivers, LLP Profit Sharing and Salary Deferred Plan in SC ($26M); by covered participants it is Hanna Steel Corporation Profit Sharing Plan in AL (482 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Clement Rivers, LLP Profit Sharing and Salary Deferred Plan (SC) $26M · 86
- Beverly Pathology, Inc. 401(k) Profit Sharing Plan (CA) $26M · 45
- Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust (WI) $26M · 109
- The Thomaston Savings Bank 401(k) Savings & Retirement Plan (CT) $26M · 228
Similar participant headcount
Nearest other-state filings by covered participants (482 participants); asset peers above are excluded.
- Hanna Steel Corporation Profit Sharing Plan (AL) 482 · 0 off
- Partners Enterprise Capital Holdings LLC 401(k) Savings Plan (IL) 482 · 0 off
- Qubicaamf Worldwide, LLC 401(k) Plan (VA) 482 · 0 off
- Inovex Information Systems 401(k) Plan (MD) 482 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.