How big is Carls Donuts' plan?

Carls Donuts' plan reported $168K in assets and 101 participants for 2025.

Original filing (PDF)20260521094201NAL0002051585001

Carls Donuts

Name: Carls Donuts — Carl's Donuts 401(k) Plan, Form 5500 (2025)
Creator: Carls Donuts
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carl's Donuts 401(k) Plan

401(k) retirement plan · Carls Donuts' Carl's Donuts 401(k) Plan held $168K in plan assets for 101 participants in 2025.

Active participants

101

Accounts w/ balance

Plan assets (EOY)

$168K

Net assets (EOY)

$168K

People on this filing

Tony Worsley signed Carls Donuts' 2025 Form 5500 as plan administrator.

Tony Worsley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Carls Donuts' EIN is 88-0126457.

EIN 88-0126457

Plan number 001

Plan year 2025

ACK ID 20260521094201NAL0002051585001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Carls Donuts from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Carls Donuts' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLS DONUTS.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

Helping the score