401(k) · DOL Form 5500 · 2024

Carlton Fields, P.a. 401(k) Plan

Data updated 2026-08-25

$316M
Total assets Above avg plan size
679
Participants Below avg headcount
96th
Percentile by assets National rank
$464,917
Avg per participant High balance/head
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Official DOL plan name: Profit Sharing and 401(k) Plan for Employees of Carlton Fields · Sponsored by Carlton Fields, P.a. · Florida · Professional & Technical Services

$316M in assets, 679 participants

Carlton Fields, P.a.'s Profit Sharing and 401(k) Plan for Employees of Carlton Fields reported $316M in total assets and 679 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.

  • #19,565 in Professional & Technical Services (20,173 peers)

Where Profit Sharing and 401(k) Plan for Employees of Carlton Fields sits by assets

Profit Sharing and 401(k) Plan for Employees of Carlton Fields sits in the top 5% of all filed plans by assets, $316M for 679 participants (~$464,917/participant), up 7.6% in 2024.

#19,565
in Professional & Technical Services (20,173 peers)
+7.6%
assets growth YoY
3.2×
vs typical plan assets (national mean)

Profit Sharing and 401(k) Plan for Employees of Carlton Fields's outsized position by total assets

Profit Sharing and 401(k) Plan for Employees of Carlton Fields vs every filed plan by assets

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

$315,678,472 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

Profit Sharing and 401(k) Plan for Employees of Carlton Fields 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. Profit Sharing and 401(k) Plan for Employees of Carlton Fields sits mid-pack in the medium band (679 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Profit Sharing and 401(k) Plan for Employees of Carlton Fields reported net income rose from $15M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Profit Sharing and 401(k) Plan for Employees of Carlton Fields end-of-year assets rose from $294M in the plan year 2023 filing to $316M in the plan year 2024 filing.
  • Profit Sharing and 401(k) Plan for Employees of Carlton Fields reported participants rose from 668 in the plan year 2023 filing to 679 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 591233896 · Carlton Fields, P.a. PY 2024 · 401(k)

Profit Sharing and 401(k) Plan for Employees of Carlton Fields · $316M · 679 · 96th

  • SCH $316M
  • SCH 679
  • SCH 96th
  • SCH 401(k)
  • SCH near Baycare Clinic 401(k) Retirement Savings Plan
  • SCH ind #19565

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 Florida →

Profit Sharing and 401(k) Plan for Employees of Carlton Fields in the asset neighbourhood

Dassault Falcon Jet Corp. 401(k) Investment and Savings PlanDassault Falcon Jet Corp. 40…$316MIonis Pharmaceuticals 401(k) PlanIonis Pharmaceuticals 401(k)…$316MProfit Sharing and 401(k) Plan for Employees of Carlton FieldsProfit Sharing and 401(k) Pl…$316MBaycare Clinic 401(k) Retirement Savings PlanBaycare Clinic 401(k) Retire…$316MSecurity Service Federal Credit Union Cash Accumulation Plan and TrustSecurity Service Federal Cre…$316M
End-of-year total assets ($M) among Profit Sharing and 401(k) Plan for Employees of Carlton Fields and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$294M
Net Assets (End of Year)$316M
Net Income$22M
Employer EIN591233896
Plan Effective Date1969-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlton Fields, P.a.)

Sponsor-wide plan assets over time

All Carlton Fields, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$316M 13.280584760309406% vs 2022
2024 filing year
$260M$280M$300M$320M 202220232024 $279M $316M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 655 $279M
2023 1 668 $294M
2024 1 679 $316M

Nearby 401(k) Plans in Florida

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

Profit Sharing and 401(k) Plan for Employees of Carlton Fields vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Profit Sharing and 401(k) Plan for Employees of Carlton Fields, Total assets ($B): 0.315678472 · Participants: 679Profit Sharing and 401(k) Plan for Employees of Carlton FieldsL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Profit Sharing and 401(k) Plan for Employees of Carlton Fields vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Profit Sharing and 401(k) Plan for Employees of Carlton Fields side-by-side with 3 peers →

Profit Sharing and 401(k) Plan for Employees of Carlton Fields's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Baycare Clinic 401(k) Retirement Savings Plan in WI ($316M); by covered participants it is Neighborhood Health Plan of Rhode Island 401(k) Plan in RI (679 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (679 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 Profit Sharing and 401(k) Plan for Employees of Carlton Fields assets move in 2024? ▼
Profit Sharing and 401(k) Plan for Employees of Carlton Fields grew at a solid clip - up 7.6% during 2024, from $294M to $316M. Reported net income was $22M.
How have Carlton Fields, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlton Fields, P.a.'s sponsor-wide assets grew 13.3%, from $279M to $316M.
Where does Profit Sharing and 401(k) Plan for Employees of Carlton Fields rank by assets among Form 5500 filers? ▼
Profit Sharing and 401(k) Plan for Employees of Carlton Fields 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 401(k) plans are similar in size to Profit Sharing and 401(k) Plan for Employees of Carlton Fields? ▼
Among 401(k) plans in other states, the closest by assets is Baycare Clinic 401(k) Retirement Savings Plan in WI ($316M, 936 participants).
Which 401(k) plans cover a similar participant headcount to Profit Sharing and 401(k) Plan for Employees of Carlton Fields? ▼
Among 401(k) plans in other states, the closest by covered participants is Neighborhood Health Plan of Rhode Island 401(k) Plan in RI (679 participants, $64M 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 591233896.

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.