401(k) · DOL Form 5500 · 2024
Carter Motors, Inc. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 271
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $48,281
- Avg per participant Low balance/head
Official DOL plan name: Carter Motors, Inc. 401(k) Plan · Sponsored by Carter Motors, Inc. · Washington · Retail Trade
$13M in assets, 271 participants
Carter Motors, Inc.'s Carter Motors, Inc. 401(k) Plan reported $13M in total assets and 271 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #5,845 in Retail Trade (8,048 peers)
Coverage in Washington
Carter Motors, Inc. 401(k) Plan covers 271 participants in Washington, about 18% of the average Washington filer (state average ~1,476 per filing). Assets: $13M.
- #5,845
- in Retail Trade (8,048 peers)
- +18.4%
- assets growth YoY
Carter Motors, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers
Carter Motors, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,084,138 Top 38% higher than 62% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Carter Motors, Inc. 401(k) 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. Carter Motors, Inc. 401(k) Plan sits mid-pack in the medium band (271 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carter Motors, Inc. 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Carter Motors, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Carter Motors, Inc. 401(k) Plan reported participants rose from 261 in the plan year 2023 filing to 271 in the plan year 2024 filing.
DOL schedule card
Filing strip 910721708 · Carter Motors, Inc. PY 2024 · 401(k)
Carter Motors, Inc. 401(k) Plan · $13M · 271 · 62nd
- RANK $13M
- PHOTO 271
- IND 62nd
- EOY 401(k)
- 5500 near Institute of Community Services, Inc. 403(b) Retirement Plan
- ASSETS ind #5845
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 Washington →
Carter Motors, Inc. 401(k) Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 910721708 |
| Plan Effective Date | 1995-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carter Motors, Inc.)
Sponsor-wide plan assets over time
All Carter Motors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 48.290635245945765% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 240 | $9M |
| 2023 | 1 | 261 | $11M |
| 2024 | 1 | 271 | $13M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $73.9B · 139,394
- Microsoft Corporation Savings Plus 401(k) Plan $65.6B · 118,818
- Costco 401(k) Retirement Plan $41.0B · 202,468
- Amazon 401(k) Plan $34.6B · 1,209,303
- 401(k) Savings Plan $10.1B · 86,668
Carter Motors, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Institute of Community Services, Inc. 403(b) Retirement Plan in MS ($13M); by covered participants it is Action Rentals Holdings, LLC in FL (271 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (271 participants); asset peers above are excluded.
- Action Rentals Holdings, LLC (FL) 271 · 0 off
- Sage Atc Environmental Consulting LLC 401(k) Plan (TX) 271 · 0 off
- Norwich Commercial Group, Inc. 401(k) Plan (CT) 271 · 0 off
- Orchard Software Corporation 401(k) Profit Sharing Plan and Trust (IN) 271 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.