401(k) · DOL Form 5500 · 2024

Carrot Fertility, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
440
Participants Below avg headcount
72nd
Percentile by assets National rank
$49,864
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carrot 401(k) Plan · Sponsored by Carrot Fertility, Inc. · Iowa · Professional & Technical Services

$22M in assets, 440 participants

Carrot Fertility, Inc.'s Carrot 401(k) Plan reported $22M in total assets and 440 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,422 in Professional & Technical Services (20,173 peers)

Carrot Fertility, Inc. multi-year trail

Carrot Fertility, Inc.'s plans moved +201.8% in assets from 2022 to 2024; this filing shows Carrot 401(k) Plan at $22M / 440 participants.

#14,422
in Professional & Technical Services (20,173 peers)
+34.8%
assets growth YoY

Carrot 401(k) Plan's outsized position by total assets

Carrot 401(k) Plan vs every filed plan by assets

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

$21,940,107 Top 28% higher than 72% 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

Carrot 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. Carrot 401(k) Plan sits mid-pack in the medium band (440 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carrot 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Carrot 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Carrot 401(k) Plan reported participants rose from 331 in the plan year 2023 filing to 440 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 811995709 · Carrot Fertility, Inc. PY 2024 · 401(k)

Carrot 401(k) Plan · $22M · 440 · 72nd

  • NET $22M
  • NET 440
  • NET 72nd
  • NET 401(k)
  • NET near Municipal Credit Union 401(k) Plan
  • NET ind #14422

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 Iowa →

Carrot 401(k) Plan in the asset neighbourhood

Carrot 401(k) Plan$22MMunicipal Credit Union 401(k) PlanMunicipal Credit Union 401(k…$22MK.T.G., USA Salary Employees 401(k) PlanK.T.G., USA Salary Employees…$22MStack Infrastructure Inc 401(k) PlanStack Infrastructure Inc 401…$22MPlenty 401(k) Plan$22M
End-of-year total assets ($M) among Carrot 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Carrot Fertility, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Carrot Fertility, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 201.76917851375418% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $7.27M $21.9M ▲ +201.8%
Year Plans Participants Total Assets
2022 1 237 $7M
2023 1 331 $16M
2024 1 440 $22M

Carrot Fertility, Inc. filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$22M
Net Income$6M
Employer EIN811995709
Plan Effective Date2021-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Carrot 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Carrot 401(k) Plan, Total assets ($B): 0.021940107 · Participants: 440Carrot 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Carrot 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Carrot 401(k) Plan side-by-side with 3 peers →

Carrot 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Municipal Credit Union 401(k) Plan in NY ($22M); by covered participants it is Goodwill Industries of New Mexico 403(b) Plan in NM (440 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (440 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 Carrot 401(k) Plan assets move in 2024? ▼
Carrot 401(k) Plan surged - up 34.8% during 2024, from $16M to $22M. Reported net income was $6M.
How have Carrot Fertility, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carrot Fertility, Inc.'s sponsor-wide assets grew 201.8%, from $7M to $22M.
Which 401(k) plans are similar in size to Carrot 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Municipal Credit Union 401(k) Plan in NY ($22M, 457 participants).
Which 401(k) plans cover a similar participant headcount to Carrot 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Goodwill Industries of New Mexico 403(b) Plan in NM (440 participants, $2M 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 811995709.

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.