401(k) · DOL Form 5500 · 2022

Carolina Coast Harley Davidson LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
53
Participants Small participant base
37th
Percentile by assets National rank
$45,171
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carolina Coast Harley Davidson LLC Safe Harbor 401(k) Profit Sharing Plan and Trust · Sponsored by Carolina Coast Harley Davidson LLC · North Carolina · Retail Trade

$2M in assets, 53 participants

Carolina Coast Harley Davidson LLC's Carolina Coast Harley Davidson LLC Safe Harbor 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 53 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #4,376 in Retail Trade (9,519 peers)

2022 asset change

Carolina Coast Harley Davidson LLC Safe Harbor 401(k) Profit Sharing Plan and Trust declined sharply 23.9% in 2022 ($3M → $2M) for 53 participants.

#4,376
in Retail Trade (9,519 peers)
-23.9%
assets change YoY

The plan reported a net loss of $752K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carolina Coast Harley Davidson LLC Safe Harbor 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Carolina Coast Harley Davidson LLC Safe Harbor 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,394,081 37th percentile higher than 37% 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 Coast Harley Davidson LLC Safe Harbor 401(k) Profit Sharing Plan and Trust 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 Coast Harley Davidson LLC Safe Harbor 401(k) Profit Sharing Plan and Trust is a small filing (53 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 561761799 · Carolina Coast Harley Davidson LLC PY 2022 · 401(k)

Carolina Coast Harley Davidson LLC Safe Harbor 401(k) Profit Sharing Plan and Trust · $2M · 53 · 37th

  • EIN $2M
  • EIN 53
  • EIN 37th
  • EIN 401(k)
  • EIN near Techwave Consulting, Inc. 401(k) P/S Plan
  • EIN ind #4376

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 Retail Trade retirement plans → · Plans in North Carolina →

Carolina Coast Harley Davidson LLC Safe Harbor 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Carolina Coast Harley Davidson LLC Safe Harbor 401(k) Profit Sharing Plan and TrustCarolina Coast Harley Davids…$2MTechwave Consulting, Inc. 401(k) P/S PlanTechwave Consulting, Inc. 40…$2MThe Ellig Group, LLC 401(k) Profit Sharing PlanThe Ellig Group, LLC 401(k) …$2MHl Capital Inc 401(k) Profit Sharing Plan & TrustHl Capital Inc 401(k) Profit…$2MClaytor Enterprises, Inc. 401(k) PlanClaytor Enterprises, Inc. 40…$2M
End-of-year total assets ($M) among Carolina Coast Harley Davidson LLC Safe Harbor 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Carolina Coast Harley Davidson LLC years around the 2022 move

Sponsor-wide plan assets over time

All Carolina Coast Harley Davidson LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 7.879098493325831% vs 2022
2023 filing year
$2.3M$2.4M$2.5M$2.6M 20222023 $2.39M $2.58M ▲ +7.9%
Year Plans Participants Total Assets
2022 1 53 $2M
2023 1 53 $3M

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$752K
Employer EIN561761799
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Carolina Coast Harley Davidson LLC Safe Harbor 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Carolina Coast Harley Davidson LLC Safe Harbor 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.002394081 · Participants: 53Carolina Coast Harley Davidson LLC Safe Harbor 401(k) Profit Sharing Plan and TrustThe 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 Coast Harley Davidson LLC Safe Harbor 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants

Carolina Coast Harley Davidson LLC Safe Harbor 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Techwave Consulting, Inc. 401(k) P/S Plan in TX ($2M); by covered participants it is The Little Brown Box Pizza, LLC 401(k) Plan in CA (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Coast Harley Davidson LLC Safe Harbor 401(k) Profit Sharing Plan and Trust assets move in 2022?
Carolina Coast Harley Davidson LLC Safe Harbor 401(k) Profit Sharing Plan and Trust declined sharply - down 23.9% during 2022, from $3M to $2M. Reported net income was -$752K.
How have Carolina Coast Harley Davidson LLC plan assets changed over time?
Across 2 plan years on file (2022-2023), Carolina Coast Harley Davidson LLC's sponsor-wide assets grew 7.9%, from $2M to $3M.
Which 401(k) plans are similar in size to Carolina Coast Harley Davidson LLC Safe Harbor 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Techwave Consulting, Inc. 401(k) P/S Plan in TX ($2M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Carolina Coast Harley Davidson LLC Safe Harbor 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is The Little Brown Box Pizza, LLC 401(k) Plan in CA (53 participants, N/A in assets).