401(k) · DOL Form 5500 · 2022
Martin Cpa, PC 401(k) Plan
Data updated 2026-08-25
- $521K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $260,321
- Avg per participant Above avg balance/head
Official DOL plan name: Martin Cpa, PC Retirement Plan · Sponsored by Martin Cpa, PC · North Carolina · Professional & Technical Services
$521K in assets, 2 participants
Martin Cpa, PC's Martin Cpa, PC Retirement Plan reported $521K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 19th 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.
- #3,238 in Professional & Technical Services (21,562 peers)
What the 2022 filing shows
Martin Cpa, PC Retirement Plan holds $521K for 2 participants - about $260,321 per participant, among the smaller plans by assets on file.
- #3,238
- in Professional & Technical Services (21,562 peers)
- -6.8%
- assets change YoY
The plan reported a net loss of $38K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Martin Cpa, PC Retirement Plan among the smaller filed plans by assets
Martin Cpa, PC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$520,641 19th percentile higher than 19% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Martin Cpa, PC Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Martin Cpa, PC Retirement Plan is a micro filing (2 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 462481048 · Martin Cpa, PC PY 2022 · 401(k)
Martin Cpa, PC Retirement Plan · $521K · 2 · 19th
- EIN $521K
- RANK 2
- PHOTO 19th
- IND 401(k)
- EOY near Burgers of Beaumont Employee Savings Plan
- 5500 ind #3238
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 Professional & Technical Services retirement plans → · Plans in North Carolina →
Martin Cpa, PC Retirement Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $559K |
|---|---|
| Net Assets (End of Year) | $516K |
| Net Income | -$38K |
| Employer EIN | 462481048 |
| Plan Effective Date | 2013-05-08 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Martin Cpa, PC)
Sponsor-wide plan assets over time
All Martin Cpa, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $521K |
| 2023 | 1 | 2 | N/A |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Martin Cpa, PC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Burgers of Beaumont Employee Savings Plan in TX ($521K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($521K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.