The Carioca Company
Plan context: The Carioca Company Retirement Savings Plan
EIN 86-0273768 • Phoenix, AZ • 33 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
248
2024 Assets
$2,902,686
2024 Contributions
$121,745
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 248 | $2,902,686 | $121,745 | $491iApproximate average salary by contribution assumption: employee only about $12,273 at 4% or $8,182 at 6%; with 50% employer match about $8,182 at 4% or $5,455 at 6%; with 100% employer match about $6,136 at 4% or $4,091 at 6%. |
| The Carioca Company Retirement Savings Plan | - | 38 | $2,902,686 | $121,745 | $3,204iApproximate average salary by contribution assumption: employee only about $80,095 at 4% or $53,397 at 6%; with 50% employer match about $53,397 at 4% or $35,598 at 6%; with 100% employer match about $40,048 at 4% or $26,698 at 6%. |
| The Carioca Company Employee Benefit Plan | - | 248 | - | - | - |
| 2023 | 2 | 179 | $2,647,004 | $118,095 | $660iApproximate average salary by contribution assumption: employee only about $16,494 at 4% or $10,996 at 6%; with 50% employer match about $10,996 at 4% or $7,331 at 6%; with 100% employer match about $8,247 at 4% or $5,498 at 6%. |
| The Carioca Company Retirement Savings Plan | - | 42 | $2,647,004 | $118,095 | $2,812iApproximate average salary by contribution assumption: employee only about $70,295 at 4% or $46,863 at 6%; with 50% employer match about $46,863 at 4% or $31,242 at 6%; with 100% employer match about $35,147 at 4% or $23,432 at 6%. |
| The Carioca Company Employee Benefit Plan | - | 179 | - | - | - |
| 2022 | 2 | 346 | $2,247,288 | $121,297 | $351iApproximate average salary by contribution assumption: employee only about $8,764 at 4% or $5,843 at 6%; with 50% employer match about $5,843 at 4% or $3,895 at 6%; with 100% employer match about $4,382 at 4% or $2,921 at 6%. |
| The Carioca Company Retirement Savings Plan | - | 346 | $2,247,288 | $121,297 | $351iApproximate average salary by contribution assumption: employee only about $8,764 at 4% or $5,843 at 6%; with 50% employer match about $5,843 at 4% or $3,895 at 6%; with 100% employer match about $4,382 at 4% or $2,921 at 6%. |
| The Carioca Company Employee Benefit Plan | - | 132 | - | - | - |
| 2021 | 2 | 284 | $2,649,415 | $129,800 | $457iApproximate average salary by contribution assumption: employee only about $11,426 at 4% or $7,617 at 6%; with 50% employer match about $7,617 at 4% or $5,078 at 6%; with 100% employer match about $5,713 at 4% or $3,809 at 6%. |
| The Carioca Company Retirement Savings Plan | - | 284 | $2,649,415 | $129,800 | $457iApproximate average salary by contribution assumption: employee only about $11,426 at 4% or $7,617 at 6%; with 50% employer match about $7,617 at 4% or $5,078 at 6%; with 100% employer match about $5,713 at 4% or $3,809 at 6%. |
| The Carioca Company Employee Benefit Plan | - | 201 | - | - | - |
| 2020 | 2 | 268 | $2,212,644 | $95,245 | $355iApproximate average salary by contribution assumption: employee only about $8,885 at 4% or $5,923 at 6%; with 50% employer match about $5,923 at 4% or $3,949 at 6%; with 100% employer match about $4,442 at 4% or $2,962 at 6%. |
| The Carioca Company Retirement Savings Plan | - | 268 | $2,212,644 | $95,245 | $355iApproximate average salary by contribution assumption: employee only about $8,885 at 4% or $5,923 at 6%; with 50% employer match about $5,923 at 4% or $3,949 at 6%; with 100% employer match about $4,442 at 4% or $2,962 at 6%. |
| The Carioca Company Employee Benefit Plan | - | 138 | - | - | - |
| 2019 | 2 | 283 | $1,888,230 | $92,794 | $328iApproximate average salary by contribution assumption: employee only about $8,197 at 4% or $5,465 at 6%; with 50% employer match about $5,465 at 4% or $3,643 at 6%; with 100% employer match about $4,099 at 4% or $2,732 at 6%. |
| The Carioca Company Retirement Savings Plan | - | 283 | $1,888,230 | $92,794 | $328iApproximate average salary by contribution assumption: employee only about $8,197 at 4% or $5,465 at 6%; with 50% employer match about $5,465 at 4% or $3,643 at 6%; with 100% employer match about $4,099 at 4% or $2,732 at 6%. |
| The Carioca Company Employee Benefit Plan | - | 135 | - | - | - |
| 2018 | 2 | 253 | $1,471,743 | $81,102 | $321iApproximate average salary by contribution assumption: employee only about $8,014 at 4% or $5,343 at 6%; with 50% employer match about $5,343 at 4% or $3,562 at 6%; with 100% employer match about $4,007 at 4% or $2,671 at 6%. |
| The Carioca Company Retirement Savings Plan | - | 253 | $1,471,743 | $81,102 | $321iApproximate average salary by contribution assumption: employee only about $8,014 at 4% or $5,343 at 6%; with 50% employer match about $5,343 at 4% or $3,562 at 6%; with 100% employer match about $4,007 at 4% or $2,671 at 6%. |
| The Carioca Company Employee Benefit Plan | - | 125 | - | - | - |
| 2017 | 2 | 274 | $1,599,932 | $68,542 | $250iApproximate average salary by contribution assumption: employee only about $6,254 at 4% or $4,169 at 6%; with 50% employer match about $4,169 at 4% or $2,779 at 6%; with 100% employer match about $3,127 at 4% or $2,085 at 6%. |
| The Carioca Company Retirement Savings Plan | - | 274 | $1,599,932 | $68,542 | $250iApproximate average salary by contribution assumption: employee only about $6,254 at 4% or $4,169 at 6%; with 50% employer match about $4,169 at 4% or $2,779 at 6%; with 100% employer match about $3,127 at 4% or $2,085 at 6%. |
| The Carioca Company Employee Benefit Plan | - | 109 | - | - | - |
| 2016 | 1 | 251 | $1,429,505 | $114,151 | $455iApproximate average salary by contribution assumption: employee only about $11,370 at 4% or $7,580 at 6%; with 50% employer match about $7,580 at 4% or $5,053 at 6%; with 100% employer match about $5,685 at 4% or $3,790 at 6%. |
| The Carioca Company Retirement Savings Plan | - | 251 | $1,429,505 | $114,151 | $455iApproximate average salary by contribution assumption: employee only about $11,370 at 4% or $7,580 at 6%; with 50% employer match about $7,580 at 4% or $5,053 at 6%; with 100% employer match about $5,685 at 4% or $3,790 at 6%. |
| 2015 | 1 | 276 | $1,229,539 | $65,132 | $236iApproximate average salary by contribution assumption: employee only about $5,900 at 4% or $3,933 at 6%; with 50% employer match about $3,933 at 4% or $2,622 at 6%; with 100% employer match about $2,950 at 4% or $1,967 at 6%. |
| The Carioca Company Retirement Savings Plan | - | 276 | $1,229,539 | $65,132 | $236iApproximate average salary by contribution assumption: employee only about $5,900 at 4% or $3,933 at 6%; with 50% employer match about $3,933 at 4% or $2,622 at 6%; with 100% employer match about $2,950 at 4% or $1,967 at 6%. |
| 2014 | 1 | 216 | $1,239,951 | $60,040 | $278iApproximate average salary by contribution assumption: employee only about $6,949 at 4% or $4,633 at 6%; with 50% employer match about $4,633 at 4% or $3,088 at 6%; with 100% employer match about $3,475 at 4% or $2,316 at 6%. |
| The Carioca Company Retirement Savings Plan | - | 216 | $1,239,951 | $60,040 | $278iApproximate average salary by contribution assumption: employee only about $6,949 at 4% or $4,633 at 6%; with 50% employer match about $4,633 at 4% or $3,088 at 6%; with 100% employer match about $3,475 at 4% or $2,316 at 6%. |
| 2013 | 1 | 209 | $1,141,429 | $65,680 | $314iApproximate average salary by contribution assumption: employee only about $7,856 at 4% or $5,238 at 6%; with 50% employer match about $5,238 at 4% or $3,492 at 6%; with 100% employer match about $3,928 at 4% or $2,619 at 6%. |
| The Carioca Company Retirement Savings Plan | - | 209 | $1,141,429 | $65,680 | $314iApproximate average salary by contribution assumption: employee only about $7,856 at 4% or $5,238 at 6%; with 50% employer match about $5,238 at 4% or $3,492 at 6%; with 100% employer match about $3,928 at 4% or $2,619 at 6%. |
| 2012 | 1 | 207 | $947,156 | $65,612 | $317iApproximate average salary by contribution assumption: employee only about $7,924 at 4% or $5,283 at 6%; with 50% employer match about $5,283 at 4% or $3,522 at 6%; with 100% employer match about $3,962 at 4% or $2,641 at 6%. |
| The Carioca Company Retirement Savings Plan | - | 207 | $947,156 | $65,612 | $317iApproximate average salary by contribution assumption: employee only about $7,924 at 4% or $5,283 at 6%; with 50% employer match about $5,283 at 4% or $3,522 at 6%; with 100% employer match about $3,962 at 4% or $2,641 at 6%. |
| 2011 | 1 | 189 | $957,384 | $71,193 | $377iApproximate average salary by contribution assumption: employee only about $9,417 at 4% or $6,278 at 6%; with 50% employer match about $6,278 at 4% or $4,185 at 6%; with 100% employer match about $4,709 at 4% or $3,139 at 6%. |
| The Carioca Company Retirement Savings Plan | - | 189 | $957,384 | $71,193 | $377iApproximate average salary by contribution assumption: employee only about $9,417 at 4% or $6,278 at 6%; with 50% employer match about $6,278 at 4% or $4,185 at 6%; with 100% employer match about $4,709 at 4% or $3,139 at 6%. |
| 2010 | 1 | 156 | $1,194,401 | $104,819 | $672iApproximate average salary by contribution assumption: employee only about $16,798 at 4% or $11,199 at 6%; with 50% employer match about $11,199 at 4% or $7,466 at 6%; with 100% employer match about $8,399 at 4% or $5,599 at 6%. |
| The Carioca Company Retirement Savings Plan | - | 156 | $1,194,401 | $104,819 | $672iApproximate average salary by contribution assumption: employee only about $16,798 at 4% or $11,199 at 6%; with 50% employer match about $11,199 at 4% or $7,466 at 6%; with 100% employer match about $8,399 at 4% or $5,599 at 6%. |
| 2009 | 1 | 152 | $1,028,210 | $98,827 | $650iApproximate average salary by contribution assumption: employee only about $16,254 at 4% or $10,836 at 6%; with 50% employer match about $10,836 at 4% or $7,224 at 6%; with 100% employer match about $8,127 at 4% or $5,418 at 6%. |
| The Carioca Company Retirement Savings Plan | - | 152 | $1,028,210 | $98,827 | $650iApproximate average salary by contribution assumption: employee only about $16,254 at 4% or $10,836 at 6%; with 50% employer match about $10,836 at 4% or $7,224 at 6%; with 100% employer match about $8,127 at 4% or $5,418 at 6%. |
| 2008 | 1 | 127 | $737,046 | $110,242 | $868iApproximate average salary by contribution assumption: employee only about $21,701 at 4% or $14,467 at 6%; with 50% employer match about $14,467 at 4% or $9,645 at 6%; with 100% employer match about $10,851 at 4% or $7,234 at 6%. |
| The Carioca Company Retirement Savings Plan | - | 127 | $737,046 | $110,242 | $868iApproximate average salary by contribution assumption: employee only about $21,701 at 4% or $14,467 at 6%; with 50% employer match about $14,467 at 4% or $9,645 at 6%; with 100% employer match about $10,851 at 4% or $7,234 at 6%. |
| 2007 | 1 | 130 | $1,184,690 | $101,242 | $779iApproximate average salary by contribution assumption: employee only about $19,470 at 4% or $12,980 at 6%; with 50% employer match about $12,980 at 4% or $8,653 at 6%; with 100% employer match about $9,735 at 4% or $6,490 at 6%. |
| The Carioca Company Retirement Savings Plan | - | 130 | $1,184,690 | $101,242 | $779iApproximate average salary by contribution assumption: employee only about $19,470 at 4% or $12,980 at 6%; with 50% employer match about $12,980 at 4% or $8,653 at 6%; with 100% employer match about $9,735 at 4% or $6,490 at 6%. |
| 2006 | 1 | 108 | $1,008,800 | $92,254 | $854iApproximate average salary by contribution assumption: employee only about $21,355 at 4% or $14,237 at 6%; with 50% employer match about $14,237 at 4% or $9,491 at 6%; with 100% employer match about $10,678 at 4% or $7,118 at 6%. |
| The Carioca Company Retirement Savings Plan | - | 108 | $1,008,800 | $92,254 | $854iApproximate average salary by contribution assumption: employee only about $21,355 at 4% or $14,237 at 6%; with 50% employer match about $14,237 at 4% or $9,491 at 6%; with 100% employer match about $10,678 at 4% or $7,118 at 6%. |
| 2005 | 1 | 105 | $898,692 | $92,155 | $878iApproximate average salary by contribution assumption: employee only about $21,942 at 4% or $14,628 at 6%; with 50% employer match about $14,628 at 4% or $9,752 at 6%; with 100% employer match about $10,971 at 4% or $7,314 at 6%. |
| The Carioca Company Retirement Savings Plan | - | 105 | $898,692 | $92,155 | $878iApproximate average salary by contribution assumption: employee only about $21,942 at 4% or $14,628 at 6%; with 50% employer match about $14,628 at 4% or $9,752 at 6%; with 100% employer match about $10,971 at 4% or $7,314 at 6%. |
| 2004 | 1 | 63 | $848,003 | $86,614 | $1,375iApproximate average salary by contribution assumption: employee only about $34,371 at 4% or $22,914 at 6%; with 50% employer match about $22,914 at 4% or $15,276 at 6%; with 100% employer match about $17,185 at 4% or $11,457 at 6%. |
| The Carioca Company Retirement Savings Plan | - | 63 | $848,003 | $86,614 | $1,375iApproximate average salary by contribution assumption: employee only about $34,371 at 4% or $22,914 at 6%; with 50% employer match about $22,914 at 4% or $15,276 at 6%; with 100% employer match about $17,185 at 4% or $11,457 at 6%. |
| 2003 | 1 | 73 | $696,388 | $79,866 | $1,094iApproximate average salary by contribution assumption: employee only about $27,351 at 4% or $18,234 at 6%; with 50% employer match about $18,234 at 4% or $12,156 at 6%; with 100% employer match about $13,676 at 4% or $9,117 at 6%. |
| The Carioca Company Retirement Savings Plan | - | 73 | $696,388 | $79,866 | $1,094iApproximate average salary by contribution assumption: employee only about $27,351 at 4% or $18,234 at 6%; with 50% employer match about $18,234 at 4% or $12,156 at 6%; with 100% employer match about $13,676 at 4% or $9,117 at 6%. |
| 2002 | 1 | 83 | $544,647 | $74,137 | $893iApproximate average salary by contribution assumption: employee only about $22,330 at 4% or $14,887 at 6%; with 50% employer match about $14,887 at 4% or $9,925 at 6%; with 100% employer match about $11,165 at 4% or $7,443 at 6%. |
| The Carioca Company Retirement Savings Plan | - | 83 | $544,647 | $74,137 | $893iApproximate average salary by contribution assumption: employee only about $22,330 at 4% or $14,887 at 6%; with 50% employer match about $14,887 at 4% or $9,925 at 6%; with 100% employer match about $11,165 at 4% or $7,443 at 6%. |
| 2001 | 1 | 70 | $563,375 | $80,005 | $1,143iApproximate average salary by contribution assumption: employee only about $28,573 at 4% or $19,049 at 6%; with 50% employer match about $19,049 at 4% or $12,699 at 6%; with 100% employer match about $14,287 at 4% or $9,524 at 6%. |
| The Carioca Company Retirement Savings Plan | - | 70 | $563,375 | $80,005 | $1,143iApproximate average salary by contribution assumption: employee only about $28,573 at 4% or $19,049 at 6%; with 50% employer match about $19,049 at 4% or $12,699 at 6%; with 100% employer match about $14,287 at 4% or $9,524 at 6%. |
| 2000 | 1 | 51 | $570,699 | $85,671 | $1,680iApproximate average salary by contribution assumption: employee only about $41,996 at 4% or $27,997 at 6%; with 50% employer match about $27,997 at 4% or $18,665 at 6%; with 100% employer match about $20,998 at 4% or $13,999 at 6%. |
| The Carioca Company Retirement Savings Plan | - | 51 | $570,699 | $85,671 | $1,680iApproximate average salary by contribution assumption: employee only about $41,996 at 4% or $27,997 at 6%; with 50% employer match about $27,997 at 4% or $18,665 at 6%; with 100% employer match about $20,998 at 4% or $13,999 at 6%. |