401(k) · DOL Form 5500 · 2024

Carotek, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
172
Participants Small participant base
74th
Percentile by assets National rank
$139,317
Avg per participant Near avg balance/head
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Official DOL plan name: Carotek, Inc. 401(k) Profit Sharing Plan · Sponsored by Carotek, Inc. · North Carolina · Wholesale Trade

$24M in assets, 172 participants

Carotek, Inc.'s Carotek, Inc. 401(k) Profit Sharing Plan reported $24M in total assets and 172 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,301 in Wholesale Trade (6,080 peers)

Coverage in North Carolina

Carotek, Inc. 401(k) Profit Sharing Plan covers 172 participants in North Carolina, about 21% of the average North Carolina filer (state average ~819 per filing). Assets: $24M.

#4,301
in Wholesale Trade (6,080 peers)
-4.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carotek, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Carotek, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$23,962,482 Top 26% higher than 74% 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

Carotek, Inc. 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. Carotek, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carotek, Inc. 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Carotek, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $25M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Carotek, Inc. 401(k) Profit Sharing Plan reported participants rose from 170 in the plan year 2023 filing to 172 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 561712853 · Carotek, Inc. PY 2024 · 401(k)

Carotek, Inc. 401(k) Profit Sharing Plan · $24M · 172 · 74th

  • EOY $24M
  • EOY 172
  • EOY 74th
  • EOY 401(k)
  • EOY near Netatwork, LLC 401(k) Profit Sharing Plan
  • EOY ind #4301

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Carotek, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Carotek, Inc. 401(k) Profit Sharing PlanCarotek, Inc. 401(k) Profit …$24MNetatwork, LLC 401(k) Profit Sharing PlanNetatwork, LLC 401(k) Profit…$24MPediatric Health Care Associates PC 401(k) PlanPediatric Health Care Associ…$24MAsahi Intecc USA, Inc. 401(k) Retirement PlanAsahi Intecc USA, Inc. 401(k…$24MKiel Center 401(k) Plan$24M
End-of-year total assets ($M) among Carotek, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$24M
Net Income-$1M
Employer EIN561712853
Plan Effective Date1992-06-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Carotek, Inc.)

Sponsor-wide plan assets over time

All Carotek, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 7.909583657156145% vs 2022
2024 filing year
$21M$22M$23M$24M$25M$26M 202220232024 $22.2M $24M ▲ +7.9%
Year Plans Participants Total Assets
2022 1 163 $22M
2023 1 170 $25M
2024 1 172 $24M

Nearby 401(k) Plans in North Carolina

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

Carotek, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Carotek, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.023962482 · Participants: 172Carotek, Inc. 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Carotek, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carotek, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Netatwork, LLC 401(k) Profit Sharing Plan in NY ($24M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (172 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 Carotek, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Carotek, Inc. 401(k) Profit Sharing Plan edged down modestly - down 4.5% during 2024, from $25M to $24M. Reported net income was -$1M.
How have Carotek, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carotek, Inc.'s sponsor-wide assets grew 7.9%, from $22M to $24M.
Which 401(k) plans are similar in size to Carotek, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Netatwork, LLC 401(k) Profit Sharing Plan in NY ($24M, 341 participants).
Which 401(k) plans cover a similar participant headcount to Carotek, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants, $999K 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 561712853.

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.