401(k) · DOL Form 5500 · 2024

Caruso Homes, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
122
Participants Small participant base
42nd
Percentile by assets National rank
$40,564
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Caruso Homes Employee 401(k) Plan · Sponsored by Caruso Homes, Inc. · Maryland · Professional & Technical Services

$5M in assets, 122 participants

Caruso Homes, Inc.'s Caruso Homes Employee 401(k) Plan reported $5M in total assets and 122 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,915 in Professional & Technical Services (20,173 peers)

Coverage in Maryland

Caruso Homes Employee 401(k) Plan covers 122 participants in Maryland, about 13% of the average Maryland filer (state average ~929 per filing). Assets: $5M.

#7,915
in Professional & Technical Services (20,173 peers)
+29.0%
assets growth YoY

Caruso Homes Employee 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Caruso Homes Employee 401(k) Plan vs every filed plan by assets

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

$4,948,783 42nd percentile higher than 42% 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

Caruso Homes Employee 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. Caruso Homes Employee 401(k) Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Caruso Homes Employee 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Caruso Homes Employee 401(k) Plan reported net income rose from $890K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Caruso Homes Employee 401(k) Plan reported participants rose from 119 in the plan year 2023 filing to 122 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 521447426 · Caruso Homes, Inc. PY 2024 · 401(k)

Caruso Homes Employee 401(k) Plan · $5M · 122 · 42nd

  • TYPE $5M
  • TYPE 122
  • TYPE 42nd
  • TYPE 401(k)
  • TYPE near Millennium Concepts 401(k) and Profit Sharing Plan
  • TYPE ind #7915

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 Maryland →

Caruso Homes Employee 401(k) Plan in the asset neighbourhood

Caruso Homes Employee 401(k) PlanCaruso Homes Employee 401(k)…$5MMillennium Concepts 401(k) and Profit Sharing PlanMillennium Concepts 401(k) a…$5MContinental Global Material Handling Factory Employees' 401(Continental Global Material …$5MConditioned Air Company of Naples, LLC 401(k) PlanConditioned Air Company of N…$5MRichard H. Johnson Builders, Inc 401(k) PlanRichard H. Johnson Builders,…$5M
End-of-year total assets ($M) among Caruso Homes Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN521447426
Plan Effective Date2014-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caruso Homes, Inc.)

Sponsor-wide plan assets over time

All Caruso Homes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 67.96368784197077% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.95M $4.95M ▲ +67.8%
Year Plans Participants Total Assets
2022 1 111 $3M
2023 1 119 $4M
2024 1 122 $5M

Nearby 401(k) Plans in Maryland

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

Caruso Homes Employee 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Caruso Homes Employee 401(k) Plan, Total assets ($B): 0.004948783 · Participants: 122Caruso Homes Employee 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Caruso Homes Employee 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Caruso Homes Employee 401(k) Plan side-by-side with 3 peers →

Caruso Homes Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Millennium Concepts 401(k) and Profit Sharing Plan in KS ($5M); by covered participants it is Assertio Management, LLC 401(k) Retirement Plan in IL (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Caruso Homes Employee 401(k) Plan assets move in 2024? ▼
Caruso Homes Employee 401(k) Plan grew sharply - up 29.0% during 2024, from $4M to $5M. Reported net income was $1M.
How have Caruso Homes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caruso Homes, Inc.'s sponsor-wide assets grew 68.0%, from $3M to $5M.
Which 401(k) plans are similar in size to Caruso Homes Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Millennium Concepts 401(k) and Profit Sharing Plan in KS ($5M, 93 participants).
Which 401(k) plans cover a similar participant headcount to Caruso Homes Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Assertio Management, LLC 401(k) Retirement Plan in IL (122 participants, $18M 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 521447426.

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.