401(k) · DOL Form 5500 · 2024
The William Carter Company 401(k) Plan
Data updated 2026-08-25
- $319M
- Total assets Above avg plan size
- 6,486
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $49,138
- Avg per participant Low balance/head
Official DOL plan name: Carters 401(k) Savings Plan · Sponsored by The William Carter Company · Georgia · Manufacturing
$319M in assets, 6,486 participants
The William Carter Company's Carters 401(k) Savings Plan reported $319M in total assets and 6,486 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #16,657 in Manufacturing (17,777 peers)
Coverage in Georgia
Carters 401(k) Savings Plan covers 6,486 participants in Georgia, 5.9x the typical Georgia plan (state average ~1,096 per filing). Assets: $319M.
- #16,657
- in Manufacturing (17,777 peers)
- +11.1%
- assets growth YoY
- 3.2×
- vs typical plan assets (national mean)
Carters 401(k) Savings Plan's outsized position by total assets
Carters 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$318,711,882 Top 4% higher than 96% 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
Carters 401(k) Savings 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. Carters 401(k) Savings Plan lands in the large band (6,486 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carters 401(k) Savings Plan reported net income fell from $37M in the plan year 2023 filing to $32M in the plan year 2024 filing.
- Carters 401(k) Savings Plan end-of-year assets rose from $287M in the plan year 2023 filing to $319M in the plan year 2024 filing.
DOL schedule card
Filing strip 041156680 · The William Carter Company PY 2024 · 401(k)
Carters 401(k) Savings Plan · $319M · 6,486 · 96th
- EBSA $319M
- PART 6,486
- TYPE 96th
- NET 401(k)
- BOOK near Axient 401(k) Plan
- VS-ST ind #16657
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 Georgia →
Carters 401(k) Savings Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $287M |
|---|---|
| Net Assets (End of Year) | $318M |
| Net Income | $32M |
| Employer EIN | 041156680 |
| Plan Effective Date | 1988-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The William Carter Company)
Sponsor-wide plan assets over time
All The William Carter Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $319M 27.93841063377358% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,935 | $249M |
| 2023 | 1 | 6,479 | $287M |
| 2024 | 1 | 6,486 | $319M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Scale composition for Carters 401(k) Savings Plan
Carters 401(k) Savings Plan reports $319M in end-of-year assets across 6,486 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $49,138 per participant (36% of the national average assets-per-participant) . Net income for plan year 2024 was $32M.
This plan identity (EIN 041156680, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $249M to $319M (+27.9%) while covered participants moved from 4,935 to 6,486 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,935 | $249M | Open filing |
| 2023 | 6,479 | $287M | Open filing |
| 2024 · index core | 6,486 | $319M | This page |
Carters 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Axient 401(k) Plan in AL ($319M); by covered participants it is 401(k) Plan in CA (6,486 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($319M here).
- Axient 401(k) Plan (AL) $319M · 2,042
- Valvoline 401(k) Plan (KY) $319M · 11,922
- Heraeus Incorporated 401(k) Retirement Plan (PA) $319M · 1,974
- Exelixis, Inc. 401(k) Plan (CA) $319M · 1,308
Similar participant headcount
Nearest other-state filings by covered participants (6,486 participants); asset peers above are excluded.
- 401(k) Plan (CA) 6,486 · 0 off
- City National Bank Profit Sharing Plan (CA) 6,487 · 1 off
- Erie Insurance Group Employee Savings Plan (PA) 6,484 · 2 off
- The Terracon 401(k) and ESOP Plan (KS) 6,480 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.