401(k) · DOL Form 5500 · 2024

Caret Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
675
Participants Below avg headcount
86th
Percentile by assets National rank
$84,245
Avg per participant Below avg balance/head
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Official DOL plan name: Root Retirement Plan · Sponsored by Caret Holdings, Inc. · Ohio · Finance & Insurance

$57M in assets, 675 participants

Caret Holdings, Inc.'s Root Retirement Plan reported $57M in total assets and 675 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,622 in Finance & Insurance (8,549 peers)

Where Root Retirement Plan sits by assets

Root Retirement Plan sits in the top quartile of all filed plans by assets, $57M for 675 participants (~$84,245/participant), up 32.9% in 2024.

#6,622
in Finance & Insurance (8,549 peers)
+32.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Root Retirement Plan's outsized position by total assets

Root Retirement Plan vs every filed plan by assets

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

$56,865,567 Top 14% higher than 86% 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

Root Retirement 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. Root Retirement Plan sits mid-pack in the medium band (675 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Root Retirement Plan reported net income rose from $10M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Root Retirement Plan end-of-year assets rose from $43M in the plan year 2023 filing to $57M in the plan year 2024 filing.
  • Root Retirement Plan reported participants fell from 764 in the plan year 2023 filing to 675 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 473049829 · Caret Holdings, Inc. PY 2024 · 401(k)

Root Retirement Plan · $57M · 675 · 86th

  • PART $57M
  • TYPE 675
  • NET 86th
  • BOOK 401(k)
  • VS-ST near Larson Design Group, Inc. 401(k) Plan
  • BOY ind #6622

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 Finance & Insurance retirement plans → · Plans in Ohio →

Root Retirement Plan in the asset neighbourhood

Princeton Medical Group, P.a. Employees' Profit Sharing and Salary Reduction PlanPrinceton Medical Group, P.a…$57MRoot Retirement Plan$57MM-E Engineers, Inc. 401(k) Profit Sharing Plan and TrustM-E Engineers, Inc. 401(k) P…$57MLarson Design Group, Inc. 401(k) PlanLarson Design Group, Inc. 40…$57MCifc Asset Management LLC Retirement PlanCifc Asset Management LLC Re…$57M
End-of-year total assets ($M) among Root Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$57M
Net Income$14M
Employer EIN473049829
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caret Holdings, Inc.)

Sponsor-wide plan assets over time

All Caret Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$57M 71.08845198311246% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $33.2M $56.9M ▲ +71.1%
Year Plans Participants Total Assets
2022 1 1,526 $33M
2023 1 764 $43M
2024 1 675 $57M

Nearby 401(k) Plans in Ohio

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

Root Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Root Retirement Plan, Total assets ($B): 0.056865567 · Participants: 675Root Retirement PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Root Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Root Retirement Plan side-by-side with 3 peers →

Root Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Larson Design Group, Inc. 401(k) Plan in PA ($57M); by covered participants it is Kaeser Compressors, Inc. 401(k) Profit Sharing Plan in VA (675 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (675 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 Root Retirement Plan assets move in 2024? ▼
Root Retirement Plan surged - up 32.9% during 2024, from $43M to $57M. Reported net income was $14M.
How have Caret Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caret Holdings, Inc.'s sponsor-wide assets grew 71.1%, from $33M to $57M.
Where does Root Retirement Plan rank by assets among Form 5500 filers? ▼
Root Retirement Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Root Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Larson Design Group, Inc. 401(k) Plan in PA ($57M, 462 participants).
Which 401(k) plans cover a similar participant headcount to Root Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kaeser Compressors, Inc. 401(k) Profit Sharing Plan in VA (675 participants, $84M 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 473049829.

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.