401(k) · DOL Form 5500 · 2024

Carter, P.C. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
32
Participants Small participant base
45th
Percentile by assets National rank
$187,617
Avg per participant Above avg balance/head
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Official DOL plan name: Carter, P.C. 401(k) Plan · Sponsored by Carter, P.C. · North Carolina · Professional & Technical Services

$6M in assets, 32 participants

Carter, P.C.'s Carter, P.C. 401(k) Plan reported $6M in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,722 in Professional & Technical Services (20,173 peers)

Carter, P.C. multi-year trail

Carter, P.C.'s plans moved +36.0% in assets from 2022 to 2024; this filing shows Carter, P.C. 401(k) Plan at $6M / 32 participants.

#8,722
in Professional & Technical Services (20,173 peers)
+15.4%
assets growth YoY

Carter, P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Carter, P.C. 401(k) Plan vs every filed plan by assets

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

$6,003,743 45th percentile higher than 45% 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, P.C. 401(k) 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. Carter, P.C. 401(k) Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carter, P.C. 401(k) Plan reported participants rose from 23 in the plan year 2023 filing to 32 in the plan year 2024 filing.
  • Carter, P.C. 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 383828234 · Carter, P.C. PY 2024 · 401(k)

Carter, P.C. 401(k) Plan · $6M · 32 · 45th

  • RANK $6M
  • PHOTO 32
  • IND 45th
  • EOY 401(k)
  • 5500 near Johns Hopkins Medical Management Corporation 401(k) Plan
  • ASSETS ind #8722

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Carter, P.C. 401(k) Plan in the asset neighbourhood

Wag Labs Inc. 401(k) Plan$6MCarter, P.C. 401(k) Plan$6MJohns Hopkins Medical Management Corporation 401(k) PlanJohns Hopkins Medical Manage…$6MToucan Business Forms Inc 401(k) Profit Sharing Plan & TrustToucan Business Forms Inc 40…$6MPella Tennessee 401(k) Plan$6M
End-of-year total assets ($M) among Carter, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Carter, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Carter, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 35.97815830945007% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.42M $6M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 20 $4M
2023 1 23 $5M
2024 1 32 $6M

Carter, P.C. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$802K
Employer EIN383828234
Plan Effective Date2011-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Carter, P.C. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Carter, P.C. 401(k) Plan, Total assets ($B): 0.006003743 · Participants: 32Carter, P.C. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Carter, P.C. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carter, P.C. 401(k) Plan side-by-side with 3 peers →

Carter, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Johns Hopkins Medical Management Corporation 401(k) Plan in MD ($6M); by covered participants it is Red Collar Pet Foods, Inc. Retirement Plan in TN (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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, P.C. 401(k) Plan assets move in 2024? ▼
Carter, P.C. 401(k) Plan grew sharply - up 15.4% during 2024, from $5M to $6M. Reported net income was $802K.
How have Carter, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carter, P.C.'s sponsor-wide assets grew 36.0%, from $4M to $6M.
Which 401(k) plans are similar in size to Carter, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Johns Hopkins Medical Management Corporation 401(k) Plan in MD ($6M, 1,383 participants).
Which 401(k) plans cover a similar participant headcount to Carter, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Red Collar Pet Foods, Inc. Retirement Plan in TN (32 participants, N/A 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 383828234.

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.