Money Purchase · DOL Form 5500 · 2024

Carrix, Inc. Money Purchase Plan

Data updated 2026-08-25

$362M
Total assets Above avg plan size
1,657
Participants Near avg headcount
96th
Percentile by assets National rank
$218,570
Avg per participant Above avg balance/head
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Official DOL plan name: Carrix, Inc. Retirement Plan · Sponsored by Carrix, Inc. · Washington · Transportation & Warehousing

$362M in assets, 1,657 participants

Carrix, Inc.'s Carrix, Inc. Retirement Plan reported $362M in total assets and 1,657 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.

  • #3,134 in Transportation & Warehousing (3,299 peers)

Where Carrix, Inc. Retirement Plan sits by assets

Carrix, Inc. Retirement Plan sits in the top 5% of all filed plans by assets, $362M for 1,657 participants (~$218,570/participant), up 10.6% in 2024.

#3,134
in Transportation & Warehousing (3,299 peers)
+10.6%
assets growth YoY
3.6×
vs typical plan assets (national mean)

Carrix, Inc. Retirement Plan's outsized position by total assets

Carrix, Inc. Retirement Plan vs every filed plan by assets

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

$362,170,831 Top 4% higher than 96% 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

Carrix, Inc. Retirement 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. Carrix, Inc. Retirement Plan lands in the large band (1,657 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carrix, Inc. Retirement Plan reported net income rose from $24M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Carrix, Inc. Retirement Plan end-of-year assets rose from $328M in the plan year 2023 filing to $362M in the plan year 2024 filing.
  • Carrix, Inc. Retirement Plan reported participants rose from 1,512 in the plan year 2023 filing to 1,657 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 911653735 · Carrix, Inc. PY 2024 · Money Purchase

Carrix, Inc. Retirement Plan · $362M · 1,657 · 96th

  • EIN $362M
  • EIN 1,657
  • EIN 96th
  • EIN Money Purchase
  • EIN near Northwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension Plan
  • EIN ind #3134

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 Transportation & Warehousing retirement plans → · Plans in Washington →

Carrix, Inc. Retirement Plan in the asset neighbourhood

North Central States Regional Council of Carpenters Supplemental Retirement PlanNorth Central States Regiona…$378MNorthwestern Ohio Plumbers and Pipefitters Retirement and TrustNorthwestern Ohio Plumbers a…$376MCarrix, Inc. Retirement Plan$362MNorthwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension PlanNorthwest Ohio Carpenters, M…$354MIBEW Local Union No. 22/NECA Defined Contribution Pension Fund, Plan BIBEW Local Union No. 22/NECA…$353M
End-of-year total assets ($M) among Carrix, Inc. Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$328M
Net Assets (End of Year)$362M
Net Income$35M
Employer EIN911653735
Plan Effective Date1959-01-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Carrix, Inc.)

Sponsor-wide plan assets over time

All Carrix, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$738M 24.937552509498854% vs 2022
2024 filing year
$550M$600M$650M$700M$750M$800M 202220232024 $591M $738M ▲ +24.9%
Year Plans Participants Total Assets
2022 3 4,629 $591M
2023 3 5,273 $655M
2024 3 5,157 $738M

Nearby Money Purchase Plans in Washington

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Carrix, Inc. Retirement Plan vs. nearby Money Purchase plans in Washington, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 2004006008001000 Total assets ($M) Participants Carrix, Inc. Retirement Plan, Total assets ($M): 362.170831 · Participants: 1657Carrix, Inc. Retirement PlanPacific Coast Benefits Trust Fund, Total assets ($M): 838.345366 · Participants: 49727Pacific Coast Benefits Trust FundThe Association of University Physicians Pension Plan, Total assets ($M): 499.33138 · Participants: 2817The Association of University Physicians Pension Plan112/73 Retirement Plan NECA-IBEW, Total assets ($M): 478.949401 · Participants: 6174112/73 Retirement Plan NECA-IBEWChildren's University Medical Group Pension Plan, Total assets ($M): 255.709263 · Participants: 874Children's University Medical Group Pension PlanLocal 191 I.B.E.W. Money Purchase Plan, Total assets ($M): 238.436493 · Participants: 4512Local 191 I.B.E.W. Money Purchase Plan
Carrix, Inc. Retirement Plan vs. nearby Money Purchase plans in Washington, assets vs. participants
Compare Carrix, Inc. Retirement Plan side-by-side with 3 peers →

Carrix, Inc. Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Washington, the nearest Money Purchase by assets is Northwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension Plan in OH ($354M); by covered participants it is Mo-Kan Iron Workers Annuity Fund in MO (1,662 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,657 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 Carrix, Inc. Retirement Plan assets move in 2024? ▼
Carrix, Inc. Retirement Plan grew at a solid clip - up 10.6% during 2024, from $328M to $362M. Reported net income was $35M.
How have Carrix, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carrix, Inc.'s sponsor-wide assets grew 24.9%, from $591M to $738M.
Where does Carrix, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Carrix, Inc. Retirement Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Carrix, Inc. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Northwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension Plan in OH ($354M, 2,346 participants).
Which Money Purchase plans cover a similar participant headcount to Carrix, Inc. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Mo-Kan Iron Workers Annuity Fund in MO (1,662 participants, $247M 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 911653735.

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.