401(k) · DOL Form 5500 · 2024
Eshares, Inc. Dba Carta Inc. 401(k) Plan
Data updated 2026-08-11
- $129M
- Total assets
- 1,226
- Participants
- 92nd
- Percentile by assets
- $105,220
- Avg per participant
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.
- 92nd percentile by assets (of 123,622 plans)
- #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.
- $129M
- total plan assets (2024 EOY)
- 1,226
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $105,220
- avg assets per participant
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.
Eshares, Inc. 401(k) Plan vs the 2024 asset distribution
By assets, Eshares, Inc. 401(k) Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $101M |
|---|---|
| Net Assets (End of Year) | $129M |
| Net Income | $28M |
| Employer EIN | 455639657 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Eshares, Inc. Dba Carta Inc.)
| 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
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Eshares, Inc. 401(k) Plan by total assets, not by location.
- Southern Maryland Electric Cooperative, Inc (MD) $129M · 236
- Amcon, Cemstone and Tcc Employee Savings Plan (MN) $129M · 990
- Arauco North America, Inc. Retirement Plan (GA) $129M · 1,130
- U.S. Tsubaki Holdings, Inc. Retirement Plan (IL) $129M · 680
Frequently Asked Questions
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Next read for Eshares, Inc. 401(k) Plan
Scale reading
Ways to act on Eshares, Inc. 401(k) Plan's numbers.
- By total assets, Eshares, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Eshares, Inc. Dba Carta Inc.'s sponsor-wide assets have grown 93.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans