401(k) · DOL Form 5500 · 2022

Carteret Children's Clinic, P.a. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
29
Participants Small participant base
38th
Percentile by assets National rank
$89,629
Avg per participant Below avg balance/head
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Official DOL plan name: Carteret Children's Clinic Retirement Plan · Sponsored by Carteret Children's Clinic, P.a. · North Carolina · Healthcare & Social Assistance

$3M in assets, 29 participants

Carteret Children's Clinic, P.a.'s Carteret Children's Clinic Retirement Plan reported $3M in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #8,134 in Healthcare & Social Assistance (20,060 peers)

Carteret Children's Clinic, P.a. multi-year trail

Carteret Children's Clinic, P.a.'s plans moved +40.1% in assets from 2022 to 2024; this filing shows Carteret Children's Clinic Retirement Plan at $3M / 29 participants.

#8,134
in Healthcare & Social Assistance (20,060 peers)
-9.6%
assets change YoY

The plan reported a net loss of $277K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carteret Children's Clinic Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Carteret Children's Clinic Retirement Plan vs every filed plan by assets

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

$2,599,237 38th percentile higher than 38% 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

Carteret Children's Clinic 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. Carteret Children's Clinic Retirement Plan is a small filing (29 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 561325977 · Carteret Children's Clinic, P.a. PY 2022 · 401(k)

Carteret Children's Clinic Retirement Plan · $3M · 29 · 38th

  • EOY $3M
  • 5500 29
  • ASSETS 38th
  • PCT 401(k)
  • EIN near Island Transportation Corp. Union Plan
  • RANK ind #8134

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 →

Carteret Children's Clinic Retirement Plan in the asset neighbourhood

Carteret Children's Clinic Retirement PlanCarteret Children's Clinic R…$3MIsland Transportation Corp. Union PlanIsland Transportation Corp. …$3MAbel, Rogers & Sullivan 401(k) Retirement PlanAbel, Rogers & Sullivan 401(…$3MCecil D. Lamberton, D.D.S., Inc. 401(k) Profit Sharing PlanCecil D. Lamberton, D.D.S., …$3MFoundation Energy Services, LLC 401(k) PlanFoundation Energy Services, …$3M
End-of-year total assets ($M) among Carteret Children's Clinic Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Carteret Children's Clinic, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Carteret Children's Clinic, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 40.05587024192099% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.6M $3.64M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 29 $3M
2023 1 30 $3M
2024 1 32 $4M

Carteret Children's Clinic, P.a. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$277K
Employer EIN561325977
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Carteret Children's Clinic Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Carteret Children's Clinic Retirement Plan, Total assets ($B): 0.002599237 · Participants: 29Carteret Children's Clinic 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
Carteret Children's Clinic Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carteret Children's Clinic Retirement Plan side-by-side with 3 peers →

Carteret Children's Clinic Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Island Transportation Corp. Union Plan in NY ($3M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Carteret Children's Clinic Retirement Plan assets move in 2022? ▼
Carteret Children's Clinic Retirement Plan pulled back noticeably - down 9.6% during 2022, from $3M to $3M. Reported net income was -$277K.
How have Carteret Children's Clinic, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carteret Children's Clinic, P.a.'s sponsor-wide assets grew 40.1%, from $3M to $4M.
Which 401(k) plans are similar in size to Carteret Children's Clinic Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Island Transportation Corp. Union Plan in NY ($3M, 212 participants).
Which 401(k) plans cover a similar participant headcount to Carteret Children's Clinic Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (29 participants, $3M 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 561325977.

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.