401(k) · DOL Form 5500 · 2024
Carter Funds LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 218
- Participants Below avg headcount
- 49th
- Percentile by assets National rank
- $33,890
- Avg per participant Low balance/head
Official DOL plan name: Carter Funds LLC 401(k) Plan · Sponsored by Carter Funds LLC · Florida · Real Estate
$7M in assets, 218 participants
Carter Funds LLC's Carter Funds LLC 401(k) Plan reported $7M in total assets and 218 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #3,155 in Real Estate (4,605 peers)
Coverage in Florida
Carter Funds LLC 401(k) Plan covers 218 participants in Florida, about 35% of the average Florida filer (state average ~628 per filing). Assets: $7M.
- #3,155
- in Real Estate (4,605 peers)
- +23.7%
- assets growth YoY
Carter Funds LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers
Carter Funds LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,388,007 49th percentile higher than 49% 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
Carter Funds 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. Carter Funds LLC 401(k) Plan sits mid-pack in the medium band (218 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carter Funds LLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Carter Funds LLC 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Carter Funds LLC 401(k) Plan reported participants rose from 185 in the plan year 2023 filing to 218 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 842529306 · Carter Funds LLC PY 2024 · 401(k)
Carter Funds LLC 401(k) Plan · $7M · 218 · 49th
- PCT $7M
- EIN 218
- RANK 49th
- PHOTO 401(k)
- IND near Pieper O'brien Herr Architects Ltd. Tax Deferred 401(k) Savings Plan
- EOY ind #3155
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 Real Estate retirement plans → · Plans in Florida →
Carter Funds LLC 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 842529306 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carter Funds LLC)
Sponsor-wide plan assets over time
All Carter Funds LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 90.18031589260332% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 108 | $4M |
| 2023 | 1 | 185 | $6M |
| 2024 | 1 | 218 | $7M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Carter Funds LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Pieper O'brien Herr Architects Ltd. Tax Deferred 401(k) Savings Plan in GA ($7M); by covered participants it is Crisis Text Line 403(b) Tax Sheltered Annuity in NY (218 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (218 participants); asset peers above are excluded.
- Crisis Text Line 403(b) Tax Sheltered Annuity (NY) 218 · 0 off
- Contexture LLC 401(k) Plan (CO) 218 · 0 off
- Mars Electric Company 401(k) Savings Plan (OH) 218 · 0 off
- Meadowland Farmers Coop 401(k) Plan (MN) 218 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.