401(k) · DOL Form 5500 · 2024

Carter Healthcare,LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
241
Participants Below avg headcount
58th
Percentile by assets National rank
$45,329
Avg per participant Low balance/head
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Official DOL plan name: Carter Healthcare, LLC 401(k) and Profit Sharing Plan · Sponsored by Carter Healthcare,LLC · Oklahoma · Healthcare & Social Assistance

$11M in assets, 241 participants

Carter Healthcare,LLC's Carter Healthcare, LLC 401(k) and Profit Sharing Plan reported $11M in total assets and 241 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #10,665 in Healthcare & Social Assistance (16,916 peers)

Coverage in Oklahoma

Carter Healthcare, LLC 401(k) and Profit Sharing Plan covers 241 participants in Oklahoma, about 32% of the average Oklahoma filer (state average ~760 per filing). Assets: $11M.

#10,665
in Healthcare & Social Assistance (16,916 peers)
-5.6%
assets change YoY

The plan reported a net loss of $651K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carter Healthcare, LLC 401(k) and Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Carter Healthcare, LLC 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$10,924,300 Top 42% higher than 58% 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

Carter Healthcare, LLC 401(k) and Profit Sharing 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 Healthcare, LLC 401(k) and Profit Sharing Plan sits mid-pack in the medium band (241 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carter Healthcare, LLC 401(k) and Profit Sharing Plan reported net income fell from $470K in the plan year 2023 filing to -$651K in the plan year 2024 filing.
  • Carter Healthcare, LLC 401(k) and Profit Sharing Plan reported participants fell from 259 in the plan year 2023 filing to 241 in the plan year 2024 filing.
  • Carter Healthcare, LLC 401(k) and Profit Sharing Plan end-of-year assets fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 731443438 · Carter Healthcare,LLC PY 2024 · 401(k)

Carter Healthcare, LLC 401(k) and Profit Sharing Plan · $11M · 241 · 58th

  • EIN $11M
  • RANK 241
  • PHOTO 58th
  • IND 401(k)
  • EOY near Simkins-Hallin, Inc. 401(k) Plan and Trust
  • 5500 ind #10665

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 Healthcare & Social Assistance retirement plans → · Plans in Oklahoma →

Carter Healthcare, LLC 401(k) and Profit Sharing Plan in the asset neighbourhood

En-Fab, Inc. 401(k) Plan$11MCarter Healthcare, LLC 401(k) and Profit Sharing PlanCarter Healthcare, LLC 401(k…$11MSimkins-Hallin, Inc. 401(k) Plan and TrustSimkins-Hallin, Inc. 401(k) …$11MMangini-Lakhia Profit Sharing PlanMangini-Lakhia Profit Sharin…$11MTerrio Therapy-Fitness, Inc. 401(k) Profit Sharing PlanTerrio Therapy-Fitness, Inc.…$11M
End-of-year total assets ($M) among Carter Healthcare, LLC 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$651K
Employer EIN731443438
Plan Effective Date1993-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carter Healthcare,LLC)

Sponsor-wide plan assets over time

All Carter Healthcare,LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 1.6331208862788906% vs 2022
2024 filing year
$10.8M$11M$11.2M$11.4M$11.6M$11.8M 202220232024 $11.1M $10.9M ▼ -1.7%
Year Plans Participants Total Assets
2022 1 368 $11M
2023 1 259 $12M
2024 1 241 $11M

Nearby 401(k) Plans in Oklahoma

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

Carter Healthcare, LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Carter Healthcare, LLC 401(k) and Profit Sharing Plan, Total assets ($B): 0.0109243 · Participants: 241Carter Healthcare, LLC 401(k) and Profit Sharing PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Carter Healthcare, LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Carter Healthcare, LLC 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Carter Healthcare, LLC 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Simkins-Hallin, Inc. 401(k) Plan and Trust in MT ($11M); by covered participants it is Bbp Retirement Savings Plan in MI (241 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (241 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 Carter Healthcare, LLC 401(k) and Profit Sharing Plan assets move in 2024? ▼
Carter Healthcare, LLC 401(k) and Profit Sharing Plan pulled back noticeably - down 5.6% during 2024, from $12M to $11M. Reported net income was -$651K.
How have Carter Healthcare,LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carter Healthcare,LLC's sponsor-wide assets declined 1.6%, from $11M to $11M.
Which 401(k) plans are similar in size to Carter Healthcare, LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Simkins-Hallin, Inc. 401(k) Plan and Trust in MT ($11M, 86 participants).
Which 401(k) plans cover a similar participant headcount to Carter Healthcare, LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bbp Retirement Savings Plan in MI (241 participants, $41M 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 731443438.

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.