401(k) · DOL Form 5500 · 2024
Sam Carbis Solutions Group, LLC 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 146
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $65,953
- Avg per participant Below avg balance/head
Official DOL plan name: Sam Carbis Solutions Group, LLC 401(k) Plan · Sponsored by Sam Carbis Solutions Group, LLC · South Carolina · Wholesale Trade
$10M in assets, 146 participants
Sam Carbis Solutions Group, LLC's Sam Carbis Solutions Group, LLC 401(k) Plan reported $10M in total assets and 146 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #2,799 in Wholesale Trade (6,080 peers)
Coverage in South Carolina
Sam Carbis Solutions Group, LLC 401(k) Plan covers 146 participants in South Carolina, about 40% of the average South Carolina filer (state average ~369 per filing). Assets: $10M.
- #2,799
- in Wholesale Trade (6,080 peers)
- -12.7%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sam Carbis Solutions Group, LLC 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers
Sam Carbis Solutions Group, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,629,075 Top 45% higher than 55% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sam Carbis Solutions Group, LLC 401(k) 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. Sam Carbis Solutions Group, LLC 401(k) Plan sits mid-pack in the medium band (146 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sam Carbis Solutions Group, LLC 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Sam Carbis Solutions Group, LLC 401(k) Plan reported participants rose from 105 in the plan year 2023 filing to 146 in the plan year 2024 filing.
- Sam Carbis Solutions Group, LLC 401(k) Plan end-of-year assets fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 463778984 · Sam Carbis Solutions Group, LLC PY 2024 · 401(k)
Sam Carbis Solutions Group, LLC 401(k) Plan · $10M · 146 · 55th
- IND $10M
- IND 146
- IND 55th
- IND 401(k)
- IND near Elite Dental Partners, LLC 401(k) Plan
- IND ind #2799
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 South Carolina →
Sam Carbis Solutions Group, LLC 401(k) Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$1M |
| Employer EIN | 463778984 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sam Carbis Solutions Group, LLC)
Sponsor-wide plan assets over time
All Sam Carbis Solutions Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 0.9233737936802178% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 122 | $10M |
| 2023 | 1 | 105 | $11M |
| 2024 | 1 | 146 | $10M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.5B · 15,095
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.8B · 9,296
- Sonoco Retirement & Savings Plan $1.7B · 11,813
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.5B · 11,878
- The Milliken Retirement Plan $1.4B · 5,733
Sam Carbis Solutions Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Elite Dental Partners, LLC 401(k) Plan in IL ($10M); by covered participants it is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (146 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Elite Dental Partners, LLC 401(k) Plan (IL) $10M · 688
- Vail Rubber Works, Inc. Retirement Savings Plan (MI) $10M · 52
- Tripwire Interactive, LLC 401(k) Plan (GA) $10M · 120
- Pharma Tech Industries 401(k) Plan (GA) $10M · 284
Similar participant headcount
Nearest other-state filings by covered participants (146 participants); asset peers above are excluded.
- Gerresheimer Peachtree City, Inc. 401(k) Plan (GA) 146 · 0 off
- Gerresheimer Peachtree City, Inc. 401(k) Plan (GA) 146 · 0 off
- Peoples Pharmacy, Inc. 401(k) Plan (TX) 146 · 0 off
- Ultra Poly Corporation Retirement Savings Plan (PA) 146 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.