401(k) · DOL Form 5500 · 2024

Carver Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$983K
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$491,286
Avg per participant High balance/head
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Official DOL plan name: Carver Holdings, Inc. 401(k) Plan · Sponsored by Carver Holdings, Inc. · Minnesota · Manufacturing

$983K in assets, 2 participants

Carver Holdings, Inc.'s Carver Holdings, Inc. 401(k) Plan reported $983K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,709 in Manufacturing (17,777 peers)

Carver Holdings, Inc. multi-year trail

Carver Holdings, Inc.'s plans moved +36.3% in assets from 2022 to 2024; this filing shows Carver Holdings, Inc. 401(k) Plan at $983K / 2 participants.

#1,709
in Manufacturing (17,777 peers)
+61.1%
assets growth YoY

Carver Holdings, Inc. 401(k) Plan among the smaller filed plans by assets

Carver Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$982,571 23rd percentile higher than 23% 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

Carver Holdings, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carver Holdings, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carver Holdings, Inc. 401(k) Plan reported net income rose from -$111K in the plan year 2023 filing to $373K in the plan year 2024 filing.
  • Carver Holdings, Inc. 401(k) Plan end-of-year assets rose from $610K in the plan year 2023 filing to $983K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 831810508 · Carver Holdings, Inc. PY 2024 · 401(k)

Carver Holdings, Inc. 401(k) Plan · $983K · 2 · 23rd

  • BOOK $983K
  • BOOK 2
  • BOOK 23rd
  • BOOK 401(k)
  • BOOK near C L Mcdade & Company LLC 401(k) Profit Sharing Plan & Trust
  • BOOK ind #1709

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 Manufacturing retirement plans → · Plans in Minnesota →

Carver Holdings, Inc. 401(k) Plan in the asset neighbourhood

Carver Holdings, Inc. 401(k) PlanCarver Holdings, Inc. 401(k)…$983KC L Mcdade & Company LLC 401(k) Profit Sharing Plan & TrustC L Mcdade & Company LLC 401…$983KSailor Brewing Inc 401(k) TrustSailor Brewing Inc 401(k) Tr…$983KCalifornia Alliance for Jobs$982KGebhartone Enterprises, Inc. 401(k) Profit Sharing PlanGebhartone Enterprises, Inc.…$983K
End-of-year total assets ($M) among Carver Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Carver Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Carver Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$983K 36.32372915923819% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.72M $0.98M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 7 $721K
2023 3 29 $1M
2024 1 2 $983K

Carver Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$610K
Net Assets (End of Year)$983K
Net Income$373K
Employer EIN831810508
Plan Effective Date2018-09-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Carver Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Carver Holdings, Inc. 401(k) Plan, Total assets ($B): 0.000982571 · Participants: 2Carver Holdings, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Carver Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Carver Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Carver Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is C L Mcdade & Company LLC 401(k) Profit Sharing Plan & Trust in TX ($983K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Carver Holdings, Inc. 401(k) Plan assets move in 2024? ▼
Carver Holdings, Inc. 401(k) Plan surged - up 61.1% during 2024, from $610K to $983K. Reported net income was $373K.
How have Carver Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carver Holdings, Inc.'s sponsor-wide assets grew 36.3%, from $721K to $983K.
Where does Carver Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Carver Holdings, Inc. 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Carver Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is C L Mcdade & Company LLC 401(k) Profit Sharing Plan & Trust in TX ($983K, 9 participants).
Which 401(k) plans cover a similar participant headcount to Carver Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 831810508.

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.