401(k) · DOL Form 5500 · 2024

Carroll Enterprises, Inc 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
117
Participants Small participant base
73rd
Percentile by assets National rank
$198,494
Avg per participant Above avg balance/head
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Official DOL plan name: Carroll Enterprises, Inc 401(k) Plan · Sponsored by Carroll Enterprises, Inc · Massachusetts · Finance & Insurance

$23M in assets, 117 participants

Carroll Enterprises, Inc's Carroll Enterprises, Inc 401(k) Plan reported $23M in total assets and 117 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,049 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

Carroll Enterprises, Inc 401(k) Plan covers 117 participants in Massachusetts, about 18% of the average Massachusetts filer (state average ~659 per filing). Assets: $23M.

#5,049
in Finance & Insurance (8,549 peers)
+10.2%
assets growth YoY

Carroll Enterprises, Inc 401(k) Plan's outsized position by total assets

Carroll Enterprises, Inc 401(k) Plan vs every filed plan by assets

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

$23,223,790 Top 27% higher than 73% 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

Carroll Enterprises, Inc 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. Carroll Enterprises, Inc 401(k) Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carroll Enterprises, Inc 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Carroll Enterprises, Inc 401(k) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Carroll Enterprises, Inc 401(k) Plan reported participants rose from 114 in the plan year 2023 filing to 117 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 042497441 · Carroll Enterprises, Inc PY 2024 · 401(k)

Carroll Enterprises, Inc 401(k) Plan · $23M · 117 · 73rd

  • IND $23M
  • IND 117
  • IND 73rd
  • IND 401(k)
  • IND near Zerep Management Corporation 401(k) Plan
  • IND ind #5049

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 Massachusetts →

Carroll Enterprises, Inc 401(k) Plan in the asset neighbourhood

Carroll Enterprises, Inc 401(k) PlanCarroll Enterprises, Inc 401…$23MZerep Management Corporation 401(k) PlanZerep Management Corporation…$23MAutism Speaks 401(k) Plan$23MCampus Federal Credit Union 401(k) Profit Sharing Plan and TrustCampus Federal Credit Union …$23MThomas Reprographics Inc. Profit Sharing Plan & TrustThomas Reprographics Inc. Pr…$23M
End-of-year total assets ($M) among Carroll Enterprises, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN042497441
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carroll Enterprises, Inc)

Sponsor-wide plan assets over time

All Carroll Enterprises, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$23M 34.543178502419615% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.3M $23.2M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 125 $17M
2023 1 114 $21M
2024 1 117 $23M

Nearby 401(k) Plans in Massachusetts

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

Carroll Enterprises, Inc 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Carroll Enterprises, Inc 401(k) Plan, Total assets ($B): 0.02322379 · Participants: 117Carroll Enterprises, Inc 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Carroll Enterprises, Inc 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Carroll Enterprises, Inc 401(k) Plan side-by-side with 3 peers →

Carroll Enterprises, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Zerep Management Corporation 401(k) Plan in CA ($23M); by covered participants it is Skytap, Inc. Retirement Plan in WA (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Carroll Enterprises, Inc 401(k) Plan assets move in 2024? ▼
Carroll Enterprises, Inc 401(k) Plan grew at a solid clip - up 10.2% during 2024, from $21M to $23M. Reported net income was $2M.
How have Carroll Enterprises, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carroll Enterprises, Inc's sponsor-wide assets grew 34.5%, from $17M to $23M.
Which 401(k) plans are similar in size to Carroll Enterprises, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zerep Management Corporation 401(k) Plan in CA ($23M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Carroll Enterprises, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Skytap, Inc. Retirement Plan in WA (117 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 042497441.

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.