401(k) · DOL Form 5500 · 2024
Carter-Haston Real Estate Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 438
- Participants Below avg headcount
- 43rd
- Percentile by assets National rank
- $11,961
- Avg per participant Low balance/head
Official DOL plan name: Carter-Haston Real Estate Services, Inc. 401(k) Profit Sharing Plan · Sponsored by Carter-Haston Real Estate Services, Inc. · Tennessee · Real Estate
$5M in assets, 438 participants
Carter-Haston Real Estate Services, Inc.'s Carter-Haston Real Estate Services, Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 438 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #2,879 in Real Estate (4,605 peers)
Coverage in Tennessee
Carter-Haston Real Estate Services, Inc. 401(k) Profit Sharing Plan covers 438 participants in Tennessee, about 39% of the average Tennessee filer (state average ~1,126 per filing). Assets: $5M.
- #2,879
- in Real Estate (4,605 peers)
- +33.2%
- assets growth YoY
Carter-Haston Real Estate Services, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers
Carter-Haston Real Estate Services, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,238,700 43rd percentile higher than 43% 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-Haston Real Estate Services, Inc. 401(k) Profit Sharing 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-Haston Real Estate Services, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (438 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carter-Haston Real Estate Services, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Carter-Haston Real Estate Services, Inc. 401(k) Profit Sharing Plan reported participants rose from 362 in the plan year 2023 filing to 438 in the plan year 2024 filing.
- Carter-Haston Real Estate Services, Inc. 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 621345197 · Carter-Haston Real Estate Services, Inc. PY 2024 · 401(k)
Carter-Haston Real Estate Services, Inc. 401(k) Profit Sharing Plan · $5M · 438 · 43rd
- EOY $5M
- 5500 438
- ASSETS 43rd
- PCT 401(k)
- EIN near Travel of America 401(k) Plan
- RANK ind #2879
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 Real Estate retirement plans → · Plans in Tennessee →
Carter-Haston Real Estate Services, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $1M |
| Employer EIN | 621345197 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carter-Haston Real Estate Services, Inc.)
Sponsor-wide plan assets over time
All Carter-Haston Real Estate Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 89.37576885217396% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 319 | $3M |
| 2023 | 1 | 362 | $4M |
| 2024 | 1 | 438 | $5M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Carter-Haston Real Estate Services, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Travel of America 401(k) Plan in CA ($5M); by covered participants it is Forgerock 401(k) Plan in CA (438 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Travel of America 401(k) Plan (CA) $5M · 14
- Nwsl Retirement Plan (IL) $5M · 245
- Entech Consulting, LLC 401(k) Plan (PA) $5M · 90
- Southwest Veterinary Hospital Profit Sharing Plan (NV) $5M · 14
Similar participant headcount
Nearest other-state filings by covered participants (438 participants); asset peers above are excluded.
- Forgerock 401(k) Plan (CA) 438 · 0 off
- Ascent Resources Management Services, LLC 401(k) Plan (OK) 438 · 0 off
- Beam Therapeutics, Inc. 401(k) Retirement Plan (MA) 438 · 0 off
- Builders Mutual Insurance Company 401(k) Retirement Plan (NC) 438 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.