Carter-Jones Companies 401(k) plan

Carter-Jones Companies, Inc., Kent, OH. EIN 34-1128274. Annual reports 2009–2025.

Carter-Jones Companies, Inc. has one active retirement plan on file, the Carter-Jones Companies 401(k) Retirement Plan, with 6,805 participants and $201 million in assets in 2025. Usi Consulting Group has been its recordkeeper since 2021. No traditional pension plan appears in Carter-Jones Companies's filings since 2009.

Active plans: 1
Participants: 6,805
Plan assets: $201 million
401(k) recordkeeper: Usi Consulting Group
Plans on file: 1
Industry: Retail

The plan

Carter-Jones Companies 401(k) Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 001Employer EIN 34-1128274
Participants (2025): 6,805
Net assets (2025): $201 million
Recordkeeper: Usi Consulting GroupEarlier: Findley, a Division of Usi (2020), Findley (2019), Findley Davies (2009–2018)
Plan administrator: Carter-Jones Companies, Inc.
601 Tallmadge Road
Kent, OH 44240
(330) 673-6100As filed for 2025
In effect since: January 1, 1994

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	6,805	$201 million	Usi Consulting Group
2024	6,276	$167 million	Usi Consulting Group
2023	5,814	$143 million	Usi Consulting Group
2022	5,343	$116 million	Usi Consulting Group
2021	4,717	$123 million	Usi Consulting Group
2020	4,355	$104 million	Findley, a Division of Usi
2019	4,004	$85.0 million	Findley
2018	3,945	$67.0 million	Findley Davies
2017	3,472	$64.8 million	Findley Davies
2016	2,950	$51.3 million	Findley Davies
2015	2,203	$45.4 million	Findley Davies
2014	2,226	$44.5 million	Findley Davies
2013	2,295	$41.9 million	Findley Davies
2012	2,102	$34.0 million	Findley Davies
2011	2,570	$29.9 million	Findley Davies
2010	2,273	$30.4 million	Findley Davies
2009	2,047	$28.2 million	Findley Davies

If you had money in one of these plans

Call Usi Consulting Group, which runs the Carter-Jones Companies 401(k) Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((330) 673-6100). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Carter-Jones Companies 401(k) Retirement Plan

If you had money in one of these plans

What these numbers are

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