Carroll Design
Plan context: Carroll Design Retirement Plan
EIN 04-3138594 • Westford, MA • 23 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$1,846,234
2025 Contributions
$70,670
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $1,846,234 | $70,670 | $35,335iApproximate average salary by contribution assumption: employee only about $883,375 at 4% or $588,917 at 6%; with 50% employer match about $588,917 at 4% or $392,611 at 6%; with 100% employer match about $441,688 at 4% or $294,458 at 6%. |
| Carroll Design Retirement Plan | - | 2 | $1,846,234 | $70,670 | $35,335iApproximate average salary by contribution assumption: employee only about $883,375 at 4% or $588,917 at 6%; with 50% employer match about $588,917 at 4% or $392,611 at 6%; with 100% employer match about $441,688 at 4% or $294,458 at 6%. |
| 2024 | 1 | 2 | $1,756,920 | $31,629 | $15,815iApproximate average salary by contribution assumption: employee only about $395,363 at 4% or $263,575 at 6%; with 50% employer match about $263,575 at 4% or $175,717 at 6%; with 100% employer match about $197,681 at 4% or $131,788 at 6%. |
| Carroll Design Retirement Plan | - | 2 | $1,756,920 | $31,629 | $15,815iApproximate average salary by contribution assumption: employee only about $395,363 at 4% or $263,575 at 6%; with 50% employer match about $263,575 at 4% or $175,717 at 6%; with 100% employer match about $197,681 at 4% or $131,788 at 6%. |
| 2023 | 1 | 3 | $1,435,346 | $28,417 | $9,472iApproximate average salary by contribution assumption: employee only about $236,808 at 4% or $157,872 at 6%; with 50% employer match about $157,872 at 4% or $105,248 at 6%; with 100% employer match about $118,404 at 4% or $78,936 at 6%. |
| Carroll Design Retirement Plan | - | 3 | $1,435,346 | $28,417 | $9,472iApproximate average salary by contribution assumption: employee only about $236,808 at 4% or $157,872 at 6%; with 50% employer match about $157,872 at 4% or $105,248 at 6%; with 100% employer match about $118,404 at 4% or $78,936 at 6%. |
| 2022 | 1 | 4 | $1,140,845 | $24,217 | $6,054iApproximate average salary by contribution assumption: employee only about $151,356 at 4% or $100,904 at 6%; with 50% employer match about $100,904 at 4% or $67,269 at 6%; with 100% employer match about $75,678 at 4% or $50,452 at 6%. |
| Carroll Design Retirement Plan | - | 4 | $1,140,845 | $24,217 | $6,054iApproximate average salary by contribution assumption: employee only about $151,356 at 4% or $100,904 at 6%; with 50% employer match about $100,904 at 4% or $67,269 at 6%; with 100% employer match about $75,678 at 4% or $50,452 at 6%. |
| 2021 | 1 | 4 | $1,460,530 | $30,704 | $7,676iApproximate average salary by contribution assumption: employee only about $191,900 at 4% or $127,933 at 6%; with 50% employer match about $127,933 at 4% or $85,289 at 6%; with 100% employer match about $95,950 at 4% or $63,967 at 6%. |
| Carroll Design Retirement Plan | - | 4 | $1,460,530 | $30,704 | $7,676iApproximate average salary by contribution assumption: employee only about $191,900 at 4% or $127,933 at 6%; with 50% employer match about $127,933 at 4% or $85,289 at 6%; with 100% employer match about $95,950 at 4% or $63,967 at 6%. |
| 2020 | 1 | 4 | $1,175,406 | $11,694 | $2,924iApproximate average salary by contribution assumption: employee only about $73,088 at 4% or $48,725 at 6%; with 50% employer match about $48,725 at 4% or $32,483 at 6%; with 100% employer match about $36,544 at 4% or $24,363 at 6%. |
| Carroll Design Retirement Plan | - | 4 | $1,175,406 | $11,694 | $2,924iApproximate average salary by contribution assumption: employee only about $73,088 at 4% or $48,725 at 6%; with 50% employer match about $48,725 at 4% or $32,483 at 6%; with 100% employer match about $36,544 at 4% or $24,363 at 6%. |
| 2019 | 1 | 4 | $912,518 | $6,198 | $1,550iApproximate average salary by contribution assumption: employee only about $38,738 at 4% or $25,825 at 6%; with 50% employer match about $25,825 at 4% or $17,217 at 6%; with 100% employer match about $19,369 at 4% or $12,913 at 6%. |
| Carroll Design Retirement Plan | - | 4 | $912,518 | $6,198 | $1,550iApproximate average salary by contribution assumption: employee only about $38,738 at 4% or $25,825 at 6%; with 50% employer match about $25,825 at 4% or $17,217 at 6%; with 100% employer match about $19,369 at 4% or $12,913 at 6%. |
| 2018 | 1 | 4 | $806,090 | $8,007 | $2,002iApproximate average salary by contribution assumption: employee only about $50,044 at 4% or $33,363 at 6%; with 50% employer match about $33,363 at 4% or $22,242 at 6%; with 100% employer match about $25,022 at 4% or $16,681 at 6%. |
| Carroll Design Retirement Plan | - | 4 | $806,090 | $8,007 | $2,002iApproximate average salary by contribution assumption: employee only about $50,044 at 4% or $33,363 at 6%; with 50% employer match about $33,363 at 4% or $22,242 at 6%; with 100% employer match about $25,022 at 4% or $16,681 at 6%. |
| 2017 | 1 | 6 | $1,025,459 | $14,321 | $2,387iApproximate average salary by contribution assumption: employee only about $59,671 at 4% or $39,781 at 6%; with 50% employer match about $39,781 at 4% or $26,520 at 6%; with 100% employer match about $29,835 at 4% or $19,890 at 6%. |
| Carroll Design Retirement Plan | - | 6 | $1,025,459 | $14,321 | $2,387iApproximate average salary by contribution assumption: employee only about $59,671 at 4% or $39,781 at 6%; with 50% employer match about $39,781 at 4% or $26,520 at 6%; with 100% employer match about $29,835 at 4% or $19,890 at 6%. |
| 2016 | 1 | 5 | $826,176 | $27,433 | $5,487iApproximate average salary by contribution assumption: employee only about $137,165 at 4% or $91,443 at 6%; with 50% employer match about $91,443 at 4% or $60,962 at 6%; with 100% employer match about $68,583 at 4% or $45,722 at 6%. |
| Carroll Design Retirement Plan | - | 5 | $826,176 | $27,433 | $5,487iApproximate average salary by contribution assumption: employee only about $137,165 at 4% or $91,443 at 6%; with 50% employer match about $91,443 at 4% or $60,962 at 6%; with 100% employer match about $68,583 at 4% or $45,722 at 6%. |
| 2015 | 1 | 6 | $1,114,326 | $35,619 | $5,937iApproximate average salary by contribution assumption: employee only about $148,413 at 4% or $98,942 at 6%; with 50% employer match about $98,942 at 4% or $65,961 at 6%; with 100% employer match about $74,206 at 4% or $49,471 at 6%. |
| Carroll Design Retirement Plan | - | 6 | $1,114,326 | $35,619 | $5,937iApproximate average salary by contribution assumption: employee only about $148,413 at 4% or $98,942 at 6%; with 50% employer match about $98,942 at 4% or $65,961 at 6%; with 100% employer match about $74,206 at 4% or $49,471 at 6%. |
| 2014 | 1 | 7 | $1,056,867 | $35,970 | $5,139iApproximate average salary by contribution assumption: employee only about $128,464 at 4% or $85,643 at 6%; with 50% employer match about $85,643 at 4% or $57,095 at 6%; with 100% employer match about $64,232 at 4% or $42,821 at 6%. |
| Carroll Design Retirement Plan | - | 7 | $1,056,867 | $35,970 | $5,139iApproximate average salary by contribution assumption: employee only about $128,464 at 4% or $85,643 at 6%; with 50% employer match about $85,643 at 4% or $57,095 at 6%; with 100% employer match about $64,232 at 4% or $42,821 at 6%. |
| 2013 | 1 | 6 | $933,519 | $42,457 | $7,076iApproximate average salary by contribution assumption: employee only about $176,904 at 4% or $117,936 at 6%; with 50% employer match about $117,936 at 4% or $78,624 at 6%; with 100% employer match about $88,452 at 4% or $58,968 at 6%. |
| Carroll Design Retirement Plan | - | 6 | $933,519 | $42,457 | $7,076iApproximate average salary by contribution assumption: employee only about $176,904 at 4% or $117,936 at 6%; with 50% employer match about $117,936 at 4% or $78,624 at 6%; with 100% employer match about $88,452 at 4% or $58,968 at 6%. |
| 2012 | 1 | 6 | $676,050 | $53,911 | $8,985iApproximate average salary by contribution assumption: employee only about $224,629 at 4% or $149,753 at 6%; with 50% employer match about $149,753 at 4% or $99,835 at 6%; with 100% employer match about $112,315 at 4% or $74,876 at 6%. |
| Carroll Design Retirement Plan | - | 6 | $676,050 | $53,911 | $8,985iApproximate average salary by contribution assumption: employee only about $224,629 at 4% or $149,753 at 6%; with 50% employer match about $149,753 at 4% or $99,835 at 6%; with 100% employer match about $112,315 at 4% or $74,876 at 6%. |
| 2011 | 1 | 8 | $639,185 | $51,116 | $6,390iApproximate average salary by contribution assumption: employee only about $159,738 at 4% or $106,492 at 6%; with 50% employer match about $106,492 at 4% or $70,994 at 6%; with 100% employer match about $79,869 at 4% or $53,246 at 6%. |
| Carroll Design Retirement Plan | - | 8 | $639,185 | $51,116 | $6,390iApproximate average salary by contribution assumption: employee only about $159,738 at 4% or $106,492 at 6%; with 50% employer match about $106,492 at 4% or $70,994 at 6%; with 100% employer match about $79,869 at 4% or $53,246 at 6%. |
| 2010 | 1 | 6 | $614,321 | $69,494 | $11,582iApproximate average salary by contribution assumption: employee only about $289,558 at 4% or $193,039 at 6%; with 50% employer match about $193,039 at 4% or $128,693 at 6%; with 100% employer match about $144,779 at 4% or $96,519 at 6%. |
| Carroll Design Retirement Plan | - | 6 | $614,321 | $69,494 | $11,582iApproximate average salary by contribution assumption: employee only about $289,558 at 4% or $193,039 at 6%; with 50% employer match about $193,039 at 4% or $128,693 at 6%; with 100% employer match about $144,779 at 4% or $96,519 at 6%. |
| 2009 | 1 | 7 | $466,530 | $69,337 | $9,905iApproximate average salary by contribution assumption: employee only about $247,632 at 4% or $165,088 at 6%; with 50% employer match about $165,088 at 4% or $110,059 at 6%; with 100% employer match about $123,816 at 4% or $82,544 at 6%. |
| Carroll Design Retirement Plan | - | 7 | $466,530 | $69,337 | $9,905iApproximate average salary by contribution assumption: employee only about $247,632 at 4% or $165,088 at 6%; with 50% employer match about $165,088 at 4% or $110,059 at 6%; with 100% employer match about $123,816 at 4% or $82,544 at 6%. |
| 2008 | 1 | 7 | $310,892 | $89,036 | $12,719iApproximate average salary by contribution assumption: employee only about $317,986 at 4% or $211,990 at 6%; with 50% employer match about $211,990 at 4% or $141,327 at 6%; with 100% employer match about $158,993 at 4% or $105,995 at 6%. |
| Carroll Design Retirement Plan | - | 7 | $310,892 | $89,036 | $12,719iApproximate average salary by contribution assumption: employee only about $317,986 at 4% or $211,990 at 6%; with 50% employer match about $211,990 at 4% or $141,327 at 6%; with 100% employer match about $158,993 at 4% or $105,995 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| Carroll Design Retirement Plan | - | 9 | - | - | - |
| 2006 | 1 | 6 | $355,550 | $47,099 | $7,850iApproximate average salary by contribution assumption: employee only about $196,246 at 4% or $130,831 at 6%; with 50% employer match about $130,831 at 4% or $87,220 at 6%; with 100% employer match about $98,123 at 4% or $65,415 at 6%. |
| Carroll Design Retirement Plan | - | 6 | $355,550 | $47,099 | $7,850iApproximate average salary by contribution assumption: employee only about $196,246 at 4% or $130,831 at 6%; with 50% employer match about $130,831 at 4% or $87,220 at 6%; with 100% employer match about $98,123 at 4% or $65,415 at 6%. |
| 2005 | 1 | 8 | $272,272 | $38,100 | $4,763iApproximate average salary by contribution assumption: employee only about $119,063 at 4% or $79,375 at 6%; with 50% employer match about $79,375 at 4% or $52,917 at 6%; with 100% employer match about $59,531 at 4% or $39,688 at 6%. |
| Carroll Design Retirement Plan | - | 8 | $272,272 | $38,100 | $4,763iApproximate average salary by contribution assumption: employee only about $119,063 at 4% or $79,375 at 6%; with 50% employer match about $79,375 at 4% or $52,917 at 6%; with 100% employer match about $59,531 at 4% or $39,688 at 6%. |
| 2002 | 1 | 13 | $163,462 | $105,502 | $8,116iApproximate average salary by contribution assumption: employee only about $202,888 at 4% or $135,259 at 6%; with 50% employer match about $135,259 at 4% or $90,173 at 6%; with 100% employer match about $101,444 at 4% or $67,629 at 6%. |
| Carroll Design Retirement Plan | - | 13 | $163,462 | $105,502 | $8,116iApproximate average salary by contribution assumption: employee only about $202,888 at 4% or $135,259 at 6%; with 50% employer match about $135,259 at 4% or $90,173 at 6%; with 100% employer match about $101,444 at 4% or $67,629 at 6%. |
| 2001 | 1 | 16 | $78,879 | $79,444 | $4,965iApproximate average salary by contribution assumption: employee only about $124,131 at 4% or $82,754 at 6%; with 50% employer match about $82,754 at 4% or $55,169 at 6%; with 100% employer match about $62,066 at 4% or $41,377 at 6%. |
| Carroll Design Retirement Plan | - | 16 | $78,879 | $79,444 | $4,965iApproximate average salary by contribution assumption: employee only about $124,131 at 4% or $82,754 at 6%; with 50% employer match about $82,754 at 4% or $55,169 at 6%; with 100% employer match about $62,066 at 4% or $41,377 at 6%. |