401(k) · DOL Form 5500 · 2024

Carter Cpa LLC 401(k) Plan

Data updated 2026-08-25

$589K
Total assets Small plan by assets
7
Participants Small participant base
19th
Percentile by assets National rank
$84,095
Avg per participant Below avg balance/head
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Official DOL plan name: Carter Clarus 401(k) Profit Sharing Plan · Sponsored by Carter Cpa LLC · New York · Professional & Technical Services

$589K in assets, 7 participants

Carter Cpa LLC's Carter Clarus 401(k) Profit Sharing Plan reported $589K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,899 in Professional & Technical Services (20,173 peers)

Carter Cpa LLC multi-year trail

Carter Cpa LLC's plans moved +113.6% in assets from 2022 to 2024; this filing shows Carter Clarus 401(k) Profit Sharing Plan at $589K / 7 participants.

#2,899
in Professional & Technical Services (20,173 peers)
+45.9%
assets growth YoY

Carter Clarus 401(k) Profit Sharing Plan among the smaller filed plans by assets

Carter Clarus 401(k) Profit Sharing Plan vs every filed plan by assets

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

$588,668 19th percentile higher than 19% 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 Clarus 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carter Clarus 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carter Clarus 401(k) Profit Sharing Plan end-of-year assets rose from $404K in the plan year 2023 filing to $589K in the plan year 2024 filing.
  • Carter Clarus 401(k) Profit Sharing Plan reported net income rose from $128K in the plan year 2023 filing to $185K in the plan year 2024 filing.
  • Carter Clarus 401(k) Profit Sharing Plan reported participants rose from 5 in the plan year 2023 filing to 7 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 464199964 · Carter Cpa LLC PY 2024 · 401(k)

Carter Clarus 401(k) Profit Sharing Plan · $589K · 7 · 19th

  • BOY $589K
  • SCH 7
  • EBSA 19th
  • PART 401(k)
  • TYPE near Idaho Tank & Culvert, Inc. Profit Sharing and 401(k) Plan
  • NET ind #2899

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 New York →

Carter Clarus 401(k) Profit Sharing Plan in the asset neighbourhood

Carter Clarus 401(k) Profit Sharing PlanCarter Clarus 401(k) Profit …$589KIdaho Tank & Culvert, Inc. Profit Sharing and 401(k) PlanIdaho Tank & Culvert, Inc. P…$588KSammy's Bikes, Inc. 401(k) PlanSammy's Bikes, Inc. 401(k) P…$588KSgjp Inc 401(k) Plan$589KRagin' Cajun Food and Fuel, Inc. 401 (K) PlanRagin' Cajun Food and Fuel, …$588K
End-of-year total assets ($M) among Carter Clarus 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Carter Cpa LLC multi-year asset trail

Sponsor-wide plan assets over time

All Carter Cpa LLC plans reported in each filing year

Latest sponsor-wide plan assets
$589K 113.58034097794419% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.28M $0.59M ▲ +110.7%
Year Plans Participants Total Assets
2022 1 5 $276K
2023 1 5 $404K
2024 1 7 $589K

Carter Cpa LLC filing trail (2024)

Total Assets (Beginning of Year)$404K
Net Assets (End of Year)$589K
Net Income$185K
Employer EIN464199964
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Carter Clarus 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Carter Clarus 401(k) Profit Sharing Plan, Total assets ($B): 0.000588668 · Participants: 7Carter Clarus 401(k) Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Carter Clarus 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Carter Clarus 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Idaho Tank & Culvert, Inc. Profit Sharing and 401(k) Plan in ID ($588K); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($589K here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Clarus 401(k) Profit Sharing Plan assets move in 2024? ▼
Carter Clarus 401(k) Profit Sharing Plan surged - up 45.9% during 2024, from $404K to $589K. Reported net income was $185K.
How have Carter Cpa LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carter Cpa LLC's sponsor-wide assets grew 113.6%, from $276K to $589K.
Where does Carter Clarus 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Carter Clarus 401(k) Profit Sharing Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Carter Clarus 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Idaho Tank & Culvert, Inc. Profit Sharing and 401(k) Plan in ID ($588K, 16 participants).
Which 401(k) plans cover a similar participant headcount to Carter Clarus 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 participants, N/A 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 464199964.

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.