401(k) · DOL Form 5500 · 2024

Carithers-Wallace-Courtenay, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
105
Participants Small participant base
61st
Percentile by assets National rank
$122,344
Avg per participant Near avg balance/head
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Official DOL plan name: Carithers Wallace Courtenay 401(k) Retirement Plan · Sponsored by Carithers-Wallace-Courtenay, LLC · Georgia · Retail Trade

$13M in assets, 105 participants

Carithers-Wallace-Courtenay, LLC's Carithers Wallace Courtenay 401(k) Retirement Plan reported $13M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #5,802 in Retail Trade (8,048 peers)

Coverage in Georgia

Carithers Wallace Courtenay 401(k) Retirement Plan covers 105 participants in Georgia, about 10% of the average Georgia filer (state average ~1,096 per filing). Assets: $13M.

#5,802
in Retail Trade (8,048 peers)
+4.9%
assets growth YoY

Carithers Wallace Courtenay 401(k) Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Carithers Wallace Courtenay 401(k) Retirement Plan vs every filed plan by assets

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

$12,846,149 Top 39% higher than 61% 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

Carithers Wallace Courtenay 401(k) Retirement 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. Carithers Wallace Courtenay 401(k) Retirement Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carithers Wallace Courtenay 401(k) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $604K in the plan year 2024 filing.
  • Carithers Wallace Courtenay 401(k) Retirement Plan reported participants rose from 94 in the plan year 2023 filing to 105 in the plan year 2024 filing.
  • Carithers Wallace Courtenay 401(k) Retirement Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 582576531 · Carithers-Wallace-Courtenay, LLC PY 2024 · 401(k)

Carithers Wallace Courtenay 401(k) Retirement Plan · $13M · 105 · 61st

  • PCT $13M
  • EIN 105
  • RANK 61st
  • PHOTO 401(k)
  • IND near Haci Mechanical Contractors, Inc. 401(k) Plan
  • EOY ind #5802

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 Retail Trade retirement plans → · Plans in Georgia →

Carithers Wallace Courtenay 401(k) Retirement Plan in the asset neighbourhood

Carithers Wallace Courtenay 401(k) Retirement PlanCarithers Wallace Courtenay …$13MHaci Mechanical Contractors, Inc. 401(k) PlanHaci Mechanical Contractors,…$13MMoore Excavation, Inc. Retirement PlanMoore Excavation, Inc. Retir…$13MVetsez 401(k) Plan$13MMortgage Capital Trading, Inc. 401(k) Profit Sharing Plan & TrustMortgage Capital Trading, In…$13M
End-of-year total assets ($M) among Carithers Wallace Courtenay 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$604K
Employer EIN582576531
Plan Effective Date2000-11-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Carithers-Wallace-Courtenay, LLC)

Sponsor-wide plan assets over time

All Carithers-Wallace-Courtenay, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 27.951717562060992% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $10M $12.9M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 90 $10M
2023 1 94 $12M
2024 1 105 $13M

Nearby 401(k) Plans in Georgia

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

Carithers Wallace Courtenay 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Carithers Wallace Courtenay 401(k) Retirement Plan, Total assets ($B): 0.012846149 · Participants: 105Carithers Wallace Courtenay 401(k) Retirement PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Carithers Wallace Courtenay 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Carithers Wallace Courtenay 401(k) Retirement Plan side-by-side with 3 peers →

Carithers Wallace Courtenay 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Haci Mechanical Contractors, Inc. 401(k) Plan in AZ ($13M); by covered participants it is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Carithers Wallace Courtenay 401(k) Retirement Plan assets move in 2024? ▼
Carithers Wallace Courtenay 401(k) Retirement Plan edged up modestly - up 4.9% during 2024, from $12M to $13M. Reported net income was $604K.
How have Carithers-Wallace-Courtenay, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carithers-Wallace-Courtenay, LLC's sponsor-wide assets grew 28.0%, from $10M to $13M.
Which 401(k) plans are similar in size to Carithers Wallace Courtenay 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Haci Mechanical Contractors, Inc. 401(k) Plan in AZ ($13M, 194 participants).
Which 401(k) plans cover a similar participant headcount to Carithers Wallace Courtenay 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Medwest Associates, Inc. Profit Sharing Plan in IL (105 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 582576531.

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.