401(k) · DOL Form 5500 · 2024

Carroll Distributing Company 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
114
Participants Small participant base
61st
Percentile by assets National rank
$112,101
Avg per participant Below avg balance/head
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Official DOL plan name: Carroll Distributing Company Employee Benefit Plan · Sponsored by Carroll Distributing Company · Florida · Wholesale Trade

$13M in assets, 114 participants

Carroll Distributing Company's Carroll Distributing Company Employee Benefit Plan reported $13M in total assets and 114 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,241 in Wholesale Trade (6,080 peers)

Coverage in Florida

Carroll Distributing Company Employee Benefit Plan covers 114 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $13M.

#3,241
in Wholesale Trade (6,080 peers)
+8.1%
assets growth YoY

Carroll Distributing Company Employee Benefit Plan's mid-pack asset rank among Wholesale Trade and all filers

Carroll Distributing Company Employee Benefit Plan vs every filed plan by assets

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

$12,779,522 Top 39% higher than 61% 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 Distributing Company Employee Benefit 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 Distributing Company Employee Benefit Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carroll Distributing Company Employee Benefit Plan reported net income rose from $398K in the plan year 2023 filing to $955K in the plan year 2024 filing.
  • Carroll Distributing Company Employee Benefit Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Carroll Distributing Company Employee Benefit Plan reported participants rose from 108 in the plan year 2023 filing to 114 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 591026900 · Carroll Distributing Company PY 2024 · 401(k)

Carroll Distributing Company Employee Benefit Plan · $13M · 114 · 61st

  • ASSETS $13M
  • ASSETS 114
  • ASSETS 61st
  • ASSETS 401(k)
  • ASSETS near Toyota Technological Institute at Chicago 401(k) Plan
  • ASSETS ind #3241

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 Florida →

Carroll Distributing Company Employee Benefit Plan in the asset neighbourhood

Carroll Distributing Company Employee Benefit PlanCarroll Distributing Company…$13MToyota Technological Institute at Chicago 401(k) PlanToyota Technological Institu…$13MRediger Family Foundation$13MThe Mapp Group, LLC 401(k) PlanThe Mapp Group, LLC 401(k) P…$13MTrigyn Technologies, Inc. 401(k) PlanTrigyn Technologies, Inc. 40…$13M
End-of-year total assets ($M) among Carroll Distributing Company Employee Benefit Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$955K
Employer EIN591026900
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carroll Distributing Company)

Sponsor-wide plan assets over time

All Carroll Distributing Company plans reported in each filing year

Latest sponsor-wide plan assets
$13M 11.83693879472726% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M$13M 202220232024 $11.4M $12.8M ▲ +11.8%
Year Plans Participants Total Assets
2022 1 110 $11M
2023 1 108 $12M
2024 1 114 $13M

Nearby 401(k) Plans in Florida

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

Carroll Distributing Company Employee Benefit Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Carroll Distributing Company Employee Benefit Plan, Total assets ($B): 0.012779522 · Participants: 114Carroll Distributing Company Employee Benefit PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Carroll Distributing Company Employee Benefit Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Carroll Distributing Company Employee Benefit Plan side-by-side with 3 peers →

Carroll Distributing Company Employee Benefit Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Toyota Technological Institute at Chicago 401(k) Plan in IL ($13M); by covered participants it is Falls Community Hospital 401(k) Plan in TX (114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Distributing Company Employee Benefit Plan assets move in 2024? ▼
Carroll Distributing Company Employee Benefit Plan grew at a solid clip - up 8.1% during 2024, from $12M to $13M. Reported net income was $955K.
How have Carroll Distributing Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carroll Distributing Company's sponsor-wide assets grew 11.8%, from $11M to $13M.
Which 401(k) plans are similar in size to Carroll Distributing Company Employee Benefit Plan? ▼
Among 401(k) plans in other states, the closest by assets is Toyota Technological Institute at Chicago 401(k) Plan in IL ($13M, 39 participants).
Which 401(k) plans cover a similar participant headcount to Carroll Distributing Company Employee Benefit Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Falls Community Hospital 401(k) Plan in TX (114 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 591026900.

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.