401(k) · DOL Form 5500 · 2024

Mr. Cartender, Inc. 401(k) Plan

Data updated 2026-08-25

$528K
Total assets Small plan by assets
100
Participants Small participant base
18th
Percentile by assets National rank
$5,282
Avg per participant Low balance/head
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Official DOL plan name: Mr. Cartender, Inc. 401(k) Plan · Sponsored by Mr. Cartender, Inc. · Texas · Retail Trade

$528K in assets, 100 participants

Mr. Cartender, Inc.'s Mr. Cartender, Inc. 401(k) Plan reported $528K in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,324 in Retail Trade (8,048 peers)

Coverage in Texas

Mr. Cartender, Inc. 401(k) Plan covers 100 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $528K.

#2,324
in Retail Trade (8,048 peers)
+13.6%
assets growth YoY

Mr. Cartender, Inc. 401(k) Plan among the smaller filed plans by assets

Mr. Cartender, Inc. 401(k) Plan vs every filed plan by assets

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

$528,189 18th percentile higher than 18% 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

Mr. Cartender, Inc. 401(k) 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. Mr. Cartender, Inc. 401(k) Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mr. Cartender, Inc. 401(k) Plan reported net income fell from $103K in the plan year 2023 filing to $63K in the plan year 2024 filing.
  • Mr. Cartender, Inc. 401(k) Plan reported participants fell from 116 in the plan year 2023 filing to 100 in the plan year 2024 filing.
  • Mr. Cartender, Inc. 401(k) Plan end-of-year assets rose from $465K in the plan year 2023 filing to $528K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 742542411 · Mr. Cartender, Inc. PY 2024 · 401(k)

Mr. Cartender, Inc. 401(k) Plan · $528K · 100 · 18th

  • NET $528K
  • BOOK 100
  • VS-ST 18th
  • BOY 401(k)
  • SCH near Kmb Facility Solutions, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #2324

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 Retail Trade retirement plans → · Plans in Texas →

Mr. Cartender, Inc. 401(k) Plan in the asset neighbourhood

Mr. Cartender, Inc. 401(k) PlanMr. Cartender, Inc. 401(k) P…$528KKmb Facility Solutions, Inc. 401(k) Profit Sharing PlanKmb Facility Solutions, Inc.…$528KNolan Rose Enterprises Inc. Retirement PlanNolan Rose Enterprises Inc. …$528KKlein Dub & Holleb, Ltd., Profit Sharing Plan & TrKlein Dub & Holleb, Ltd., Pr…$528KMelodie Phillips, Md, LLC 401(k) PlanMelodie Phillips, Md, LLC 40…$528K
End-of-year total assets ($M) among Mr. Cartender, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$465K
Net Assets (End of Year)$528K
Net Income$63K
Employer EIN742542411
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mr. Cartender, Inc.)

Sponsor-wide plan assets over time

All Mr. Cartender, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$528K 45.98801004966791% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M 202220232024 $0.36M $0.53M ▲ +47.2%
Year Plans Participants Total Assets
2022 1 125 $362K
2023 1 116 $465K
2024 1 100 $528K

Nearby 401(k) Plans in Texas

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

Mr. Cartender, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Mr. Cartender, Inc. 401(k) Plan, Total assets ($B): 0.000528189 · Participants: 100Mr. Cartender, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Mr. Cartender, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Mr. Cartender, Inc. 401(k) Plan side-by-side with 3 peers →

Mr. Cartender, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Kmb Facility Solutions, Inc. 401(k) Profit Sharing Plan in IL ($528K); by covered participants it is Controltek 401(k) Profit Sharing Plan in WA (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Mr. Cartender, Inc. 401(k) Plan assets move in 2024? ▼
Mr. Cartender, Inc. 401(k) Plan grew at a solid clip - up 13.6% during 2024, from $465K to $528K. Reported net income was $63K.
How have Mr. Cartender, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mr. Cartender, Inc.'s sponsor-wide assets grew 46.0%, from $362K to $528K.
Where does Mr. Cartender, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Mr. Cartender, Inc. 401(k) Plan ranks in the 18th 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 Mr. Cartender, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kmb Facility Solutions, Inc. 401(k) Profit Sharing Plan in IL ($528K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Mr. Cartender, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Controltek 401(k) Profit Sharing Plan in WA (100 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 742542411.

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.