401(k) · DOL Form 5500 · 2024

Cary Street Partners Financial LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
146
Participants Small participant base
72nd
Percentile by assets National rank
$148,150
Avg per participant Above avg balance/head
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Official DOL plan name: Cary Street Partners Financial LLC 401(k) Plan · Sponsored by Cary Street Partners Financial LLC · Virginia · Finance & Insurance

$22M in assets, 146 participants

Cary Street Partners Financial LLC's Cary Street Partners Financial LLC 401(k) Plan reported $22M in total assets and 146 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,888 in Finance & Insurance (8,549 peers)

Coverage in Virginia

Cary Street Partners Financial LLC 401(k) Plan covers 146 participants in Virginia, about 19% of the average Virginia filer (state average ~782 per filing). Assets: $22M.

#4,888
in Finance & Insurance (8,549 peers)
+24.6%
assets growth YoY

Cary Street Partners Financial LLC 401(k) Plan's outsized position by total assets

Cary Street Partners Financial LLC 401(k) Plan vs every filed plan by assets

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

$21,629,954 Top 28% higher than 72% 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

Cary Street Partners Financial 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. Cary Street Partners Financial 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

  • Cary Street Partners Financial LLC 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Cary Street Partners Financial LLC 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Cary Street Partners Financial LLC 401(k) Plan reported participants rose from 139 in the plan year 2023 filing to 146 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 200544286 · Cary Street Partners Financial LLC PY 2024 · 401(k)

Cary Street Partners Financial LLC 401(k) Plan · $22M · 146 · 72nd

  • PCT $22M
  • PCT 146
  • PCT 72nd
  • PCT 401(k)
  • PCT near Paradigm Management Team LLC 401(k) Plan
  • PCT ind #4888

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 Finance & Insurance retirement plans → · Plans in Virginia →

Cary Street Partners Financial LLC 401(k) Plan in the asset neighbourhood

Cary Street Partners Financial LLC 401(k) PlanCary Street Partners Financi…$22MParadigm Management Team LLC 401(k) PlanParadigm Management Team LLC…$22MDalton Investments 401(k) Plan and TrustDalton Investments 401(k) Pl…$22MGaming Capital Group LLC 401(k) Profit Sharing Plan and TrustGaming Capital Group LLC 401…$22MContitech Auburn Hourly 401(k) PlanContitech Auburn Hourly 401(…$22M
End-of-year total assets ($M) among Cary Street Partners Financial LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN200544286
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cary Street Partners Financial LLC)

Sponsor-wide plan assets over time

All Cary Street Partners Financial LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 52.81348378746517% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.2M $21.6M ▲ +52.9%
Year Plans Participants Total Assets
2022 1 111 $14M
2023 1 139 $17M
2024 1 146 $22M

Nearby 401(k) Plans in Virginia

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

Cary Street Partners Financial LLC 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Cary Street Partners Financial LLC 401(k) Plan, Total assets ($B): 0.021629954 · Participants: 146Cary Street Partners Financial LLC 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Cary Street Partners Financial LLC 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Cary Street Partners Financial LLC 401(k) Plan side-by-side with 3 peers →

Cary Street Partners Financial LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Paradigm Management Team LLC 401(k) Plan in FL ($22M); by covered participants it is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Cary Street Partners Financial LLC 401(k) Plan assets move in 2024? ▼
Cary Street Partners Financial LLC 401(k) Plan grew sharply - up 24.6% during 2024, from $17M to $22M. Reported net income was $4M.
How have Cary Street Partners Financial LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cary Street Partners Financial LLC's sponsor-wide assets grew 52.8%, from $14M to $22M.
Which 401(k) plans are similar in size to Cary Street Partners Financial LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Paradigm Management Team LLC 401(k) Plan in FL ($22M, 307 participants).
Which 401(k) plans cover a similar participant headcount to Cary Street Partners Financial LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (146 participants, $3M 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 200544286.

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.