401(k) · DOL Form 5500 · 2024

Carroll Physical Therapy, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
23
Participants Small participant base
37th
Percentile by assets National rank
$159,806
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust · Sponsored by Carroll Physical Therapy, Inc. · Massachusetts · Healthcare & Social Assistance

$4M in assets, 23 participants

Carroll Physical Therapy, Inc.'s Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust reported $4M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,450 in Healthcare & Social Assistance (16,916 peers)

Carroll Physical Therapy, Inc. multi-year trail

Carroll Physical Therapy, Inc.'s plans moved +30.7% in assets from 2022 to 2024; this filing shows Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust at $4M / 23 participants.

#6,450
in Healthcare & Social Assistance (16,916 peers)
+14.3%
assets growth YoY

Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust vs every filed plan by assets

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

$3,675,539 37th percentile higher than 37% 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

Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust reported net income rose from $403K in the plan year 2023 filing to $461K in the plan year 2024 filing.
  • Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust reported participants fell from 25 in the plan year 2023 filing to 23 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 043017157 · Carroll Physical Therapy, Inc. PY 2024 · 401(k)

Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust · $4M · 23 · 37th

  • PHOTO $4M
  • PHOTO 23
  • PHOTO 37th
  • PHOTO 401(k)
  • PHOTO near Hw Holmes, Inc. Profit Sharing/401(k) Plan
  • PHOTO ind #6450

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust in the asset neighbourhood

Carroll Physical Therapy, Inc. 401(k) Ps Plan & TrustCarroll Physical Therapy, In…$4MHw Holmes, Inc. Profit Sharing/401(k) PlanHw Holmes, Inc. Profit Shari…$4MCentral Bag Company 401(k) PlanCentral Bag Company 401(k) P…$4MSaratoga Medical Center, Inc. 401(k) PlanSaratoga Medical Center, Inc…$4MUlrey Foods, Inc. Profit Sharing PlanUlrey Foods, Inc. Profit Sha…$4M
End-of-year total assets ($M) among Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Carroll Physical Therapy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Carroll Physical Therapy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 30.72854739024058% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.81M $3.68M ▲ +31.0%
Year Plans Participants Total Assets
2022 1 27 $3M
2023 1 25 $3M
2024 1 23 $4M

Carroll Physical Therapy, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$461K
Employer EIN043017157
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust, Total assets ($B): 0.003675539 · Participants: 23Carroll Physical Therapy, Inc. 401(k) Ps Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust side-by-side with 3 peers →

Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Hw Holmes, Inc. Profit Sharing/401(k) Plan in CA ($4M); by covered participants it is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust assets move in 2024? ▼
Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust grew at a solid clip - up 14.3% during 2024, from $3M to $4M. Reported net income was $461K.
How have Carroll Physical Therapy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carroll Physical Therapy, Inc.'s sponsor-wide assets grew 30.7%, from $3M to $4M.
Which 401(k) plans are similar in size to Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hw Holmes, Inc. Profit Sharing/401(k) Plan in CA ($4M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants, $5M 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 043017157.

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.