401(k) · DOL Form 5500 · 2024

Carter Mario P.C. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
115
Participants Small participant base
59th
Percentile by assets National rank
$103,248
Avg per participant Below avg balance/head
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Official DOL plan name: Carter Mario P.C. 401(k) Profit Sharing Plan and Trust · Sponsored by Carter Mario P.C. · Connecticut · Professional & Technical Services

$12M in assets, 115 participants

Carter Mario P.C.'s Carter Mario P.C. 401(k) Profit Sharing Plan and Trust reported $12M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,704 in Professional & Technical Services (20,173 peers)

Coverage in Connecticut

Carter Mario P.C. 401(k) Profit Sharing Plan and Trust covers 115 participants in Connecticut, about 16% of the average Connecticut filer (state average ~718 per filing). Assets: $12M.

#11,704
in Professional & Technical Services (20,173 peers)
+10.3%
assets growth YoY

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

Carter Mario P.C. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$11,873,490 Top 41% higher than 59% 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 Mario P.C. 401(k) Profit Sharing Plan and Trust 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. Carter Mario P.C. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carter Mario P.C. 401(k) Profit Sharing Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Carter Mario P.C. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Carter Mario P.C. 401(k) Profit Sharing Plan and Trust reported participants rose from 106 in the plan year 2023 filing to 115 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 061277333 · Carter Mario P.C. PY 2024 · 401(k)

Carter Mario P.C. 401(k) Profit Sharing Plan and Trust · $12M · 115 · 59th

  • BOOK $12M
  • BOOK 115
  • BOOK 59th
  • BOOK 401(k)
  • BOOK near The Rock Brook Consulting Group, PA 401(k) Plan
  • BOOK ind #11704

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 Connecticut →

Carter Mario P.C. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Carter Mario P.C. 401(k) Profit Sharing Plan and TrustCarter Mario P.C. 401(k) Pro…$12MThe Rock Brook Consulting Group, PA 401(k) PlanThe Rock Brook Consulting Gr…$12MCdm Investment Group, Inc. 401(k) Savings Plan for Union EmployeesCdm Investment Group, Inc. 4…$12MPedro Mccracken Design Group, Inc. 401(k) Profit Sharing PlanPedro Mccracken Design Group…$12MLakemary Center, Inc 401(k) PlanLakemary Center, Inc 401(k) …$12M
End-of-year total assets ($M) among Carter Mario P.C. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN061277333
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carter Mario P.C.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$12M 34.55663418538064% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.82M $11.9M ▲ +34.6%
Year Plans Participants Total Assets
2022 1 104 $9M
2023 1 106 $11M
2024 1 115 $12M

Nearby 401(k) Plans in Connecticut

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

Carter Mario P.C. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Carter Mario P.C. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.01187349 · Participants: 115Carter Mario P.C. 401(k) Profit Sharing Plan and TrustRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Carter Mario P.C. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Carter Mario P.C. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is The Rock Brook Consulting Group, PA 401(k) Plan in NJ ($12M); by covered participants it is Dhillon Healthcare Group 401(k) Profit Sharing in CA (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Mario P.C. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Carter Mario P.C. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 10.3% during 2024, from $11M to $12M. Reported net income was $1M.
How have Carter Mario P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carter Mario P.C.'s sponsor-wide assets grew 34.6%, from $9M to $12M.
Which 401(k) plans are similar in size to Carter Mario P.C. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Rock Brook Consulting Group, PA 401(k) Plan in NJ ($12M, 47 participants).
Which 401(k) plans cover a similar participant headcount to Carter Mario P.C. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dhillon Healthcare Group 401(k) Profit Sharing in CA (115 participants, $2M 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 061277333.

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.