401(k) · DOL Form 5500 · 2022

Carolina Conceptions, P.a. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
12
Participants Small participant base
39th
Percentile by assets National rank
$228,594
Avg per participant Above avg balance/head
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Official DOL plan name: Carolina Conceptions Retirement Plan · Sponsored by Carolina Conceptions, P.a. · North Carolina · Healthcare & Social Assistance

$3M in assets, 12 participants

Carolina Conceptions, P.a.'s Carolina Conceptions Retirement Plan reported $3M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #8,380 in Healthcare & Social Assistance (20,060 peers)

Carolina Conceptions, P.a. multi-year trail

Carolina Conceptions, P.a.'s plans moved +78.8% in assets from 2022 to 2024; this filing shows Carolina Conceptions Retirement Plan at $3M / 12 participants.

#8,380
in Healthcare & Social Assistance (20,060 peers)
-13.0%
assets change YoY

The plan reported a net loss of $411K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carolina Conceptions Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Carolina Conceptions Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,743,128 39th percentile higher than 39% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Carolina Conceptions Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carolina Conceptions Retirement Plan is a small filing (12 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 201381993 · Carolina Conceptions, P.a. PY 2022 · 401(k)

Carolina Conceptions Retirement Plan · $3M · 12 · 39th

  • BOY $3M
  • BOY 12
  • BOY 39th
  • BOY 401(k)
  • BOY near Mid-South Roof Systems, Inc. 401(k) Plan
  • BOY ind #8380

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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →

Carolina Conceptions Retirement Plan in the asset neighbourhood

Carolina Conceptions Retirement PlanCarolina Conceptions Retirem…$3MMid-South Roof Systems, Inc. 401(k) PlanMid-South Roof Systems, Inc.…$3MCgrs, Inc. 401(k) Profit Sharing PlanCgrs, Inc. 401(k) Profit Sha…$3MAmran, Inc. 401(k) Plan$3MUnified Defense Holdings, LLC 401(k) PlanUnified Defense Holdings, LL…$3M
End-of-year total assets ($M) among Carolina Conceptions Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Carolina Conceptions, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Carolina Conceptions, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 78.82760119104904% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.74M $4.91M ▲ +79.2%
Year Plans Participants Total Assets
2022 1 12 $3M
2023 1 18 $4M
2024 1 30 $5M

Carolina Conceptions, P.a. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$411K
Employer EIN201381993
Plan Effective Date2008-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Carolina Conceptions Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Carolina Conceptions Retirement Plan, Total assets ($B): 0.002743128 · Participants: 12Carolina Conceptions Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Carolina Conceptions Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carolina Conceptions Retirement Plan side-by-side with 3 peers →

Carolina Conceptions Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Mid-South Roof Systems, Inc. 401(k) Plan in GA ($3M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carolina Conceptions Retirement Plan assets move in 2022? ▼
Carolina Conceptions Retirement Plan pulled back noticeably - down 13.0% during 2022, from $3M to $3M. Reported net income was -$411K.
How have Carolina Conceptions, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolina Conceptions, P.a.'s sponsor-wide assets grew 78.8%, from $3M to $5M.
Which 401(k) plans are similar in size to Carolina Conceptions Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mid-South Roof Systems, Inc. 401(k) Plan in GA ($3M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Carolina Conceptions Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Snt Food and Beverage Retirement Plan in VA (12 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 201381993.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.