401(k) · DOL Form 5500 · 2024

Carabetta Management Company 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
345
Participants Below avg headcount
71st
Percentile by assets National rank
$60,842
Avg per participant Low balance/head
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Official DOL plan name: Carabetta Group 401(k) Profit Sharing Plan · Sponsored by Carabetta Management Company · Connecticut · Real Estate

$21M in assets, 345 participants

Carabetta Management Company's Carabetta Group 401(k) Profit Sharing Plan reported $21M in total assets and 345 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #3,921 in Real Estate (4,605 peers)

Coverage in Connecticut

Carabetta Group 401(k) Profit Sharing Plan covers 345 participants in Connecticut, about 48% of the average Connecticut filer (state average ~718 per filing). Assets: $21M.

#3,921
in Real Estate (4,605 peers)
+4.7%
assets growth YoY

Carabetta Group 401(k) Profit Sharing Plan's outsized position by total assets

Carabetta Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$20,990,379 Top 29% higher than 71% 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

Carabetta Group 401(k) 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. Carabetta Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (345 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carabetta Group 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $933K in the plan year 2024 filing.
  • Carabetta Group 401(k) Profit Sharing Plan end-of-year assets rose from $20M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 061098566 · Carabetta Management Company PY 2024 · 401(k)

Carabetta Group 401(k) Profit Sharing Plan · $21M · 345 · 71st

  • BOY $21M
  • SCH 345
  • EBSA 71st
  • PART 401(k)
  • TYPE near Engage Technologies Corporation 401(k) Savings Plan
  • NET ind #3921

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 Connecticut →

Carabetta Group 401(k) Profit Sharing Plan in the asset neighbourhood

Carabetta Group 401(k) Profit Sharing PlanCarabetta Group 401(k) Profi…$21MEngage Technologies Corporation 401(k) Savings PlanEngage Technologies Corporat…$21MAdvanced Systems Group LLC 401(k) PlanAdvanced Systems Group LLC 4…$21MCentury Fire Protection 401(k) PlanCentury Fire Protection 401(…$21MFil-Tec, Inc. Profit Sharing PlanFil-Tec, Inc. Profit Sharing…$21M
End-of-year total assets ($M) among Carabetta Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$933K
Employer EIN061098566
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carabetta Management Company)

Sponsor-wide plan assets over time

All Carabetta Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$21M 20.593630530653524% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17.4M $21M ▲ +20.6%
Year Plans Participants Total Assets
2022 1 355 $17M
2023 1 342 $20M
2024 1 345 $21M

Nearby 401(k) Plans in Connecticut

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

Carabetta Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Carabetta Group 401(k) Profit Sharing Plan, Total assets ($B): 0.020990379 · Participants: 345Carabetta Group 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Carabetta Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Carabetta Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Carabetta Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Engage Technologies Corporation 401(k) Savings Plan in MN ($21M); by covered participants it is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (345 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (345 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 Carabetta Group 401(k) Profit Sharing Plan assets move in 2024? ▼
Carabetta Group 401(k) Profit Sharing Plan edged up modestly - up 4.7% during 2024, from $20M to $21M. Reported net income was $933K.
How have Carabetta Management Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carabetta Management Company's sponsor-wide assets grew 20.6%, from $17M to $21M.
Which 401(k) plans are similar in size to Carabetta Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Engage Technologies Corporation 401(k) Savings Plan in MN ($21M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Carabetta Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (345 participants, $3M 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 061098566.

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.