401(k) · DOL Form 5500 · 2024

Caruso, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
400
Participants Below avg headcount
53rd
Percentile by assets National rank
$21,720
Avg per participant Low balance/head
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Official DOL plan name: Caruso, Inc. 401(k) Profit Sharing Plan · Sponsored by Caruso, Inc. · Ohio · Wholesale Trade

$9M in assets, 400 participants

Caruso, Inc.'s Caruso, Inc. 401(k) Profit Sharing Plan reported $9M in total assets and 400 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,645 in Wholesale Trade (6,080 peers)

Caruso, Inc. multi-year trail

Caruso, Inc.'s plans moved +72.0% in assets from 2022 to 2024; this filing shows Caruso, Inc. 401(k) Profit Sharing Plan at $9M / 400 participants.

#2,645
in Wholesale Trade (6,080 peers)
+18.0%
assets growth YoY

Caruso, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Caruso, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,688,145 Top 47% higher than 53% 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

Caruso, 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. Caruso, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (400 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Caruso, Inc. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Caruso, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Caruso, Inc. 401(k) Profit Sharing Plan reported participants rose from 366 in the plan year 2023 filing to 400 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 310595848 · Caruso, Inc. PY 2024 · 401(k)

Caruso, Inc. 401(k) Profit Sharing Plan · $9M · 400 · 53rd

  • PART $9M
  • PART 400
  • PART 53rd
  • PART 401(k)
  • PART near United Community Action Program 401(k) Plan
  • PART ind #2645

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 Wholesale Trade retirement plans → · Plans in Ohio →

Caruso, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Caruso, Inc. 401(k) Profit Sharing PlanCaruso, Inc. 401(k) Profit S…$9MUnited Community Action Program 401(k) PlanUnited Community Action Prog…$9MLoch Harbour Group Inc 401(k) Profit Sharing Plan & TrustLoch Harbour Group Inc 401(k…$9MTarian 401(k) Plan$9MResilience360 Inc. Retirement Savings PlanResilience360 Inc. Retiremen…$9M
End-of-year total assets ($M) among Caruso, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Caruso, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Caruso, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 71.96949888393895% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.05M $8.69M ▲ +72.1%
Year Plans Participants Total Assets
2022 1 403 $5M
2023 1 366 $7M
2024 1 400 $9M

Caruso, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN310595848
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Caruso, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Caruso, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.008688145 · Participants: 400Caruso, Inc. 401(k) Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Caruso, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Caruso, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Caruso, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is United Community Action Program 401(k) Plan in OK ($9M); by covered participants it is Epsilon, Inc. 401(k) Plan in NC (400 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (400 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 Caruso, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Caruso, Inc. 401(k) Profit Sharing Plan grew sharply - up 18.0% during 2024, from $7M to $9M. Reported net income was $1M.
How have Caruso, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caruso, Inc.'s sponsor-wide assets grew 72.0%, from $5M to $9M.
Which 401(k) plans are similar in size to Caruso, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Community Action Program 401(k) Plan in OK ($9M, 264 participants).
Which 401(k) plans cover a similar participant headcount to Caruso, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Epsilon, Inc. 401(k) Plan in NC (400 participants, $10M 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 310595848.

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.