401(k) · DOL Form 5500 · 2024

Carrier Johnson 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
73
Participants Small participant base
41st
Percentile by assets National rank
$65,966
Avg per participant Below avg balance/head
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Official DOL plan name: Carrier Johnson 401(k) Retirement Savings Plan · Sponsored by Carrier Johnson · California · Professional & Technical Services

$5M in assets, 73 participants

Carrier Johnson's Carrier Johnson 401(k) Retirement Savings Plan reported $5M in total assets and 73 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,828 in Professional & Technical Services (20,173 peers)

Carrier Johnson multi-year trail

Carrier Johnson's plans moved -23.1% in assets from 2022 to 2024; this filing shows Carrier Johnson 401(k) Retirement Savings Plan at $5M / 73 participants.

#7,828
in Professional & Technical Services (20,173 peers)
-28.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carrier Johnson 401(k) Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Carrier Johnson 401(k) Retirement Savings Plan vs every filed plan by assets

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

$4,815,541 41st percentile higher than 41% 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

Carrier Johnson 401(k) Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carrier Johnson 401(k) Retirement Savings Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carrier Johnson 401(k) Retirement Savings Plan reported net income fell from -$251K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Carrier Johnson 401(k) Retirement Savings Plan end-of-year assets fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 953138414 · Carrier Johnson PY 2024 · 401(k)

Carrier Johnson 401(k) Retirement Savings Plan · $5M · 73 · 41st

  • BOY $5M
  • BOY 73
  • BOY 41st
  • BOY 401(k)
  • BOY near Retirement Income Security Plan-Leland Management, Inc.
  • BOY ind #7828

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 California →

Carrier Johnson 401(k) Retirement Savings Plan in the asset neighbourhood

Carrier Johnson 401(k) Retirement Savings PlanCarrier Johnson 401(k) Retir…$5MRetirement Income Security Plan-Leland Management, Inc.Retirement Income Security P…$5MMontgomery's 401(k) Plan$5MDell & Dean PLLC 401(k) Profit Sharing Plan and TrustDell & Dean PLLC 401(k) Prof…$5MTipton, Marler, Garner & Chastain 401(k) PlanTipton, Marler, Garner & Cha…$5M
End-of-year total assets ($M) among Carrier Johnson 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Carrier Johnson multi-year asset trail

Sponsor-wide plan assets over time

All Carrier Johnson plans reported in each filing year

Latest sponsor-wide plan assets
$14M 23.134004467168428% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $18.5M $14.2M ▼ -23.2%
Year Plans Participants Total Assets
2022 2 104 $19M
2023 2 114 $16M
2024 2 126 $14M

Carrier Johnson filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$2M
Employer EIN953138414
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Carrier Johnson 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Carrier Johnson 401(k) Retirement Savings Plan, Total assets ($B): 0.004815541 · Participants: 73Carrier Johnson 401(k) Retirement Savings PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Carrier Johnson 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Carrier Johnson 401(k) Retirement Savings Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Retirement Income Security Plan-Leland Management, Inc. in FL ($5M); by covered participants it is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Carrier Johnson 401(k) Retirement Savings Plan assets move in 2024? ▼
Carrier Johnson 401(k) Retirement Savings Plan declined sharply - down 28.1% during 2024, from $7M to $5M. Reported net income was -$2M.
How have Carrier Johnson plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carrier Johnson's sponsor-wide assets declined 23.1%, from $19M to $14M.
Which 401(k) plans are similar in size to Carrier Johnson 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Income Security Plan-Leland Management, Inc. in FL ($5M, 380 participants).
Which 401(k) plans cover a similar participant headcount to Carrier Johnson 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (73 participants, $15M 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 953138414.

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.