401(k) · DOL Form 5500 · 2024
J.L. Carr Enterprises, Inc. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 216
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $79,316
- Avg per participant Below avg balance/head
Official DOL plan name: J.L. Carr Enterprises, Inc. 401(k) Retirement Plan · Sponsored by J.L. Carr Enterprises, Inc. · Texas · Wholesale Trade
$17M in assets, 216 participants
J.L. Carr Enterprises, Inc.'s J.L. Carr Enterprises, Inc. 401(k) Retirement Plan reported $17M in total assets and 216 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #3,751 in Wholesale Trade (6,080 peers)
Coverage in Texas
J.L. Carr Enterprises, Inc. 401(k) Retirement Plan covers 216 participants in Texas, about 31% of the average Texas filer (state average ~688 per filing). Assets: $17M.
- #3,751
- in Wholesale Trade (6,080 peers)
- +38.2%
- assets growth YoY
J.L. Carr Enterprises, Inc. 401(k) Retirement Plan's outsized position by total assets
J.L. Carr Enterprises, Inc. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,132,185 Top 33% higher than 67% 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
J.L. Carr Enterprises, Inc. 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. J.L. Carr Enterprises, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (216 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- J.L. Carr Enterprises, Inc. 401(k) Retirement Plan end-of-year assets rose from $12M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- J.L. Carr Enterprises, Inc. 401(k) Retirement Plan reported participants rose from 177 in the plan year 2023 filing to 216 in the plan year 2024 filing.
- J.L. Carr Enterprises, Inc. 401(k) Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 460921129 · J.L. Carr Enterprises, Inc. PY 2024 · 401(k)
J.L. Carr Enterprises, Inc. 401(k) Retirement Plan · $17M · 216 · 67th
- PHOTO $17M
- IND 216
- EOY 67th
- 5500 401(k)
- ASSETS near Hera Health 401(k) Plan
- PCT ind #3751
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 Texas →
J.L. Carr Enterprises, Inc. 401(k) Retirement Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $5M |
| Employer EIN | 460921129 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J.L. Carr Enterprises, Inc.)
Sponsor-wide plan assets over time
All J.L. Carr Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 129.23135137058986% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 134 | $7M |
| 2023 | 1 | 177 | $12M |
| 2024 | 1 | 216 | $17M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
J.L. Carr Enterprises, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Hera Health 401(k) Plan in NV ($17M); by covered participants it is Garden of Life 401(k) Plan in FL (216 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Hera Health 401(k) Plan (NV) $17M · 246
- Standard Construction Co., Inc. 401(k) Profit Sharing Plan (TN) $17M · 147
- General Services Corporation 401(k) Plan (VA) $17M · 518
- Milhaus, LLC Employees Savings Trust (IN) $17M · 255
Similar participant headcount
Nearest other-state filings by covered participants (216 participants); asset peers above are excluded.
- Garden of Life 401(k) Plan (FL) 216 · 0 off
- West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan (TN) 216 · 0 off
- Indtai, Inc. 401(k) Plan (FL) 216 · 0 off
- Whalley Computer Associates, Inc. 401(k) Plan (MA) 216 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.