401(k) · DOL Form 5500 · 2024
Carroll Daniel Inc. 401(k) Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 373
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $95,129
- Avg per participant Below avg balance/head
Official DOL plan name: Carroll Daniel Inc. Retirement Plan · Sponsored by Carroll Daniel Inc. · Georgia · Construction
$35M in assets, 373 participants
Carroll Daniel Inc.'s Carroll Daniel Inc. Retirement Plan reported $35M in total assets and 373 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #7,063 in Construction (9,039 peers)
Coverage in Georgia
Carroll Daniel Inc. Retirement Plan covers 373 participants in Georgia, about 34% of the average Georgia filer (state average ~1,096 per filing). Assets: $35M.
- #7,063
- in Construction (9,039 peers)
- +53.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Carroll Daniel Inc. Retirement Plan's outsized position by total assets
Carroll Daniel Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,483,160 Top 20% higher than 80% 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
Carroll Daniel Inc. Retirement 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. Carroll Daniel Inc. Retirement Plan sits mid-pack in the medium band (373 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carroll Daniel Inc. Retirement Plan end-of-year assets rose from $23M in the plan year 2023 filing to $35M in the plan year 2024 filing.
- Carroll Daniel Inc. Retirement Plan reported net income rose from $8M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Carroll Daniel Inc. Retirement Plan reported participants rose from 323 in the plan year 2023 filing to 373 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 581102289 · Carroll Daniel Inc. PY 2024 · 401(k)
Carroll Daniel Inc. Retirement Plan · $35M · 373 · 80th
- PHOTO $35M
- PHOTO 373
- PHOTO 80th
- PHOTO 401(k)
- PHOTO near Doll Distributing LLC 401(k) Retirement Plan
- PHOTO ind #7063
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 Construction retirement plans → · Plans in Georgia →
Carroll Daniel Inc. Retirement Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $12M |
| Employer EIN | 581102289 |
| Plan Effective Date | 1984-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carroll Daniel Inc.)
Sponsor-wide plan assets over time
All Carroll Daniel Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 136.65843504804712% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 269 | $15M |
| 2023 | 1 | 323 | $23M |
| 2024 | 1 | 373 | $35M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Carroll Daniel Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Doll Distributing LLC 401(k) Retirement Plan in IA ($35M); by covered participants it is Dura Bond Retirement Savings Plan in PA (373 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
- Doll Distributing LLC 401(k) Retirement Plan (IA) $35M · 405
- Clearstead Advisors 401(k) Retirement Plan (OH) $35M · 144
- Si-Bone, Inc. 401(k) Plan (CA) $35M · 320
- Luvata Appleton LLC Investment Plan (WI) $35M · 176
Similar participant headcount
Nearest other-state filings by covered participants (373 participants); asset peers above are excluded.
- Dura Bond Retirement Savings Plan (PA) 373 · 0 off
- Offerpad, LLC 401(k) Plan (AZ) 373 · 0 off
- Ncontracts 401(k) Plan (TN) 373 · 0 off
- Model 1 Commercial Vehicles in 401(k) Profit Sharing Plan & Trust (IN) 373 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.