401(k) · DOL Form 5500 · 2024

Carriage Funeral Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$99M
Total assets Below avg plan size
2,407
Participants Above avg headcount
90th
Percentile by assets National rank
$41,105
Avg per participant Low balance/head
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Official DOL plan name: Carriage Services 401(k) Plan · Sponsored by Carriage Funeral Holdings, Inc. · Texas · Other Services

$99M in assets, 2,407 participants

Carriage Funeral Holdings, Inc.'s Carriage Services 401(k) Plan reported $99M in total assets and 2,407 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,441 in Other Services (7,719 peers)

Coverage in Texas

Carriage Services 401(k) Plan covers 2,407 participants in Texas, 3.5x the typical Texas plan (state average ~688 per filing). Assets: $99M.

#7,441
in Other Services (7,719 peers)
+9.0%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Carriage Services 401(k) Plan's outsized position by total assets

Carriage Services 401(k) Plan vs every filed plan by assets

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

$98,939,256 Top 10% higher than 90% 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

Carriage Services 401(k) 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. Carriage Services 401(k) Plan lands in the large band (2,407 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carriage Services 401(k) Plan reported net income fell from $12M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Carriage Services 401(k) Plan end-of-year assets rose from $91M in the plan year 2023 filing to $99M in the plan year 2024 filing.
  • Carriage Services 401(k) Plan reported participants fell from 2,543 in the plan year 2023 filing to 2,407 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 760339922 · Carriage Funeral Holdings, Inc. PY 2024 · 401(k)

Carriage Services 401(k) Plan · $99M · 2,407 · 90th

  • ASSETS $99M
  • PCT 2,407
  • EIN 90th
  • RANK 401(k)
  • PHOTO near Lifeworks (US) Ltd. 401(k) Savings Plan
  • IND ind #7441

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 Other Services retirement plans → · Plans in Texas →

Carriage Services 401(k) Plan in the asset neighbourhood

International Brotherhood of Electrical Workers Local Union 305 Pension PlanInternational Brotherhood of…$99MSp Holdings, Inc. 401(k) Plan$99MCarriage Services 401(k) Plan$99MLifeworks (US) Ltd. 401(k) Savings PlanLifeworks (US) Ltd. 401(k) S…$99MGtp Savings Plan$99M
End-of-year total assets ($M) among Carriage Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$99M
Net Income$8M
Employer EIN760339922
Plan Effective Date1993-03-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Carriage Funeral Holdings, Inc.)

Sponsor-wide plan assets over time

All Carriage Funeral Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$99M 26.375412366109742% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $78.3M $98.9M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 2,724 $78M
2023 1 2,543 $91M
2024 1 2,407 $99M

Nearby 401(k) Plans in Texas

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

Carriage Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Carriage Services 401(k) Plan, Total assets ($B): 0.098939256 · Participants: 2407Carriage Services 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Carriage Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Carriage Services 401(k) Plan side-by-side with 3 peers →

Carriage Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Lifeworks (US) Ltd. 401(k) Savings Plan in GA ($99M); by covered participants it is Ferrara Candy Company 401(k) Plan in IL (2,406 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($99M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,407 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 Carriage Services 401(k) Plan assets move in 2024? ▼
Carriage Services 401(k) Plan grew at a solid clip - up 9.0% during 2024, from $91M to $99M. Reported net income was $8M.
How have Carriage Funeral Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carriage Funeral Holdings, Inc.'s sponsor-wide assets grew 26.4%, from $78M to $99M.
Where does Carriage Services 401(k) Plan rank by assets among Form 5500 filers? ▼
Carriage Services 401(k) Plan ranks in the 90th 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 Carriage Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lifeworks (US) Ltd. 401(k) Savings Plan in GA ($99M, 1,356 participants).
Which 401(k) plans cover a similar participant headcount to Carriage Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ferrara Candy Company 401(k) Plan in IL (2,406 participants, $217M 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 760339922.

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.