401(k) · DOL Form 5500 · 2024

Eshares, Inc. Dba Carta Inc. 401(k) Plan

Data updated 2026-08-25

$129M
Total assets Near avg plan size
1,226
Participants Near avg headcount
92nd
Percentile by assets National rank
$105,220
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Eshares, Inc. 401(k) Plan · Sponsored by Eshares, Inc. Dba Carta Inc. · California · Professional & Technical Services

$129M in assets, 1,226 participants

Eshares, Inc. Dba Carta Inc.'s Eshares, Inc. 401(k) Plan reported $129M in total assets and 1,226 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,806 in Professional & Technical Services (20,173 peers)

Where Eshares, Inc. 401(k) Plan sits by assets

Eshares, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $129M for 1,226 participants (~$105,220/participant), up 28.3% in 2024.

#18,806
in Professional & Technical Services (20,173 peers)
+28.3%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Eshares, Inc. 401(k) Plan's outsized position by total assets

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

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

$128,999,117 Top 8% higher than 92% 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

Eshares, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eshares, Inc. 401(k) Plan lands in the large band (1,226 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Eshares, Inc. 401(k) Plan end-of-year assets rose from $101M in the plan year 2023 filing to $129M in the plan year 2024 filing.
  • Eshares, Inc. 401(k) Plan reported participants fell from 1,601 in the plan year 2023 filing to 1,226 in the plan year 2024 filing.
  • Eshares, Inc. 401(k) Plan reported net income fell from $34M in the plan year 2023 filing to $28M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 455639657 · Eshares, Inc. Dba Carta Inc. PY 2024 · 401(k)

Eshares, Inc. 401(k) Plan · $129M · 1,226 · 92nd

  • TYPE $129M
  • NET 1,226
  • BOOK 92nd
  • VS-ST 401(k)
  • BOY near Southern Maryland Electric Cooperative, Inc
  • SCH ind #18806

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 Professional & Technical Services retirement plans → · Plans in California →

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

Arauco North America, Inc. Retirement PlanArauco North America, Inc. R…$129MU.S. Tsubaki Holdings, Inc. Retirement PlanU.S. Tsubaki Holdings, Inc. …$129MAmcon, Cemstone and Tcc Employee Savings PlanAmcon, Cemstone and Tcc Empl…$129MSouthern Maryland Electric Cooperative, IncSouthern Maryland Electric C…$129MEshares, Inc. 401(k) Plan$129M
End-of-year total assets ($M) among Eshares, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$129M
Net Income$28M
Employer EIN455639657
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eshares, Inc. Dba Carta Inc.)

Sponsor-wide plan assets over time

All Eshares, Inc. Dba Carta Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$129M 93.45712864705176% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $66.7M $129M ▲ +93.5%
Year Plans Participants Total Assets
2022 1 1,303 $67M
2023 1 1,601 $101M
2024 1 1,226 $129M

Nearby 401(k) Plans in California

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

Eshares, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Eshares, Inc. 401(k) Plan, Total assets ($B): 0.128999117 · Participants: 1226Eshares, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Eshares, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Eshares, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Southern Maryland Electric Cooperative, Inc in MD ($129M); by covered participants it is Udr, Inc. 401(k) Plan in CO (1,226 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($129M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,226 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 Eshares, Inc. 401(k) Plan assets move in 2024? ▼
Eshares, Inc. 401(k) Plan grew sharply - up 28.3% during 2024, from $101M to $129M. Reported net income was $28M.
How have Eshares, Inc. Dba Carta Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eshares, Inc. Dba Carta Inc.'s sponsor-wide assets grew 93.5%, from $67M to $129M.
Where does Eshares, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Eshares, Inc. 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Eshares, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southern Maryland Electric Cooperative, Inc in MD ($129M, 236 participants).
Which 401(k) plans cover a similar participant headcount to Eshares, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Udr, Inc. 401(k) Plan in CO (1,226 participants, $114M 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 455639657.

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.