401(k) · DOL Form 5500 · 2024

Carlton Group, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
129
Participants Small participant base
53rd
Percentile by assets National rank
$69,035
Avg per participant Below avg balance/head
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Official DOL plan name: Carlton Group, Inc. 401(k) Savings Plan · Sponsored by Carlton Group, Inc. · North Carolina · Wholesale Trade

$9M in assets, 129 participants

Carlton Group, Inc.'s Carlton Group, Inc. 401(k) Savings Plan reported $9M in total assets and 129 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,678 in Wholesale Trade (6,080 peers)

Coverage in North Carolina

Carlton Group, Inc. 401(k) Savings Plan covers 129 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.

#2,678
in Wholesale Trade (6,080 peers)
-6.3%
assets change YoY

The plan reported a net loss of $598K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carlton Group, Inc. 401(k) Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

Carlton Group, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$8,905,547 Top 47% higher than 53% 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

Carlton Group, Inc. 401(k) Savings 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. Carlton Group, Inc. 401(k) Savings Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carlton Group, Inc. 401(k) Savings Plan reported net income fell from $2M in the plan year 2023 filing to -$598K in the plan year 2024 filing.
  • Carlton Group, Inc. 401(k) Savings Plan reported participants rose from 118 in the plan year 2023 filing to 129 in the plan year 2024 filing.
  • Carlton Group, Inc. 401(k) Savings Plan end-of-year assets fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 560491507 · Carlton Group, Inc. PY 2024 · 401(k)

Carlton Group, Inc. 401(k) Savings Plan · $9M · 129 · 53rd

  • 5500 $9M
  • 5500 129
  • 5500 53rd
  • 5500 401(k)
  • 5500 near Rezolut 401(k) Plan
  • 5500 ind #2678

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Carlton Group, Inc. 401(k) Savings Plan in the asset neighbourhood

Carlton Group, Inc. 401(k) Savings PlanCarlton Group, Inc. 401(k) S…$9MRezolut 401(k) Plan$9MPlatformq LLC 401(k) Profit Sharing Plan and TrustPlatformq LLC 401(k) Profit …$9M401(k) Nemco Opportunity Plan$9MEis Holdings 401(k) Plan$9M
End-of-year total assets ($M) among Carlton Group, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$598K
Employer EIN560491507
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlton Group, Inc.)

Sponsor-wide plan assets over time

All Carlton Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 11.61296330320992% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M$10M 202220232024 $7.98M $8.91M ▲ +11.7%
Year Plans Participants Total Assets
2022 1 112 $8M
2023 1 118 $10M
2024 1 129 $9M

Nearby 401(k) Plans in North Carolina

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

Carlton Group, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Carlton Group, Inc. 401(k) Savings Plan, Total assets ($B): 0.008905547 · Participants: 129Carlton Group, Inc. 401(k) Savings 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
Carlton Group, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carlton Group, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Carlton Group, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Rezolut 401(k) Plan in GA ($9M); by covered participants it is Howard's Appliances 401(k) Plan in CA (129 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Carlton Group, Inc. 401(k) Savings Plan assets move in 2024? ▼
Carlton Group, Inc. 401(k) Savings Plan pulled back noticeably - down 6.3% during 2024, from $10M to $9M. Reported net income was -$598K.
How have Carlton Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlton Group, Inc.'s sponsor-wide assets grew 11.6%, from $8M to $9M.
Which 401(k) plans are similar in size to Carlton Group, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rezolut 401(k) Plan in GA ($9M, 939 participants).
Which 401(k) plans cover a similar participant headcount to Carlton Group, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Howard's Appliances 401(k) Plan in CA (129 participants, $1M 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 560491507.

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.