401(k) · DOL Form 5500 · 2022
Amer & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $202K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $201,851
- Avg per participant Above avg balance/head
Official DOL plan name: Amer & Associates Retirement Plan · Sponsored by Amer & Associates, Inc. · North Carolina · Food Services & Accommodation
$202K in assets, 1 participants
Amer & Associates, Inc.'s Amer & Associates Retirement Plan reported $202K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 11th 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.
- #1,232 in Food Services & Accommodation (4,592 peers)
2022 asset change
Amer & Associates Retirement Plan surged 40.0% in 2022 ($144K → $202K) for 1 participant.
- #1,232
- in Food Services & Accommodation (4,592 peers)
- +40.0%
- assets growth YoY
Amer & Associates Retirement Plan among the smaller filed plans by assets
Amer & Associates Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$201,851 11th percentile higher than 11% 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
Amer & Associates 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. Amer & Associates Retirement Plan is a micro filing (1 participant), the leftmost band.
DOL schedule card
Filing strip 562169696 · Amer & Associates, Inc. PY 2022 · 401(k)
Amer & Associates Retirement Plan · $202K · 1 · 11th
- SCH $202K
- SCH 1
- SCH 11th
- SCH 401(k)
- SCH near Sure Shot Outdoors, Inc. 401(k) Plan
- SCH ind #1232
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 Food Services & Accommodation retirement plans → · Plans in North Carolina →
Amer & Associates Retirement Plan in the asset neighbourhood
Amer & Associates, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Amer & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $202K 0% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $202K |
| 2023 | 1 | 1 | $202K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $144K |
|---|---|
| Net Assets (End of Year) | $202K |
| Net Income | $58K |
| Employer EIN | 562169696 |
| Plan Effective Date | 2015-08-12 |
| Filing Status | FILING RECEIVED |
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
Amer & Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Sure Shot Outdoors, Inc. 401(k) Plan in AL ($202K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($202K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Kellow Corporation 401(k) Profit Sharing Plan (WI) 1 · 0 off
- Steven a Root Enterprises, Inc. 401 K Plan (IA) 1 · 0 off
- Rebel Goat 401(k) 2022 (UT) 1 · 0 off
- Dmg Beauty, Inc. 401(k) Profit Sharing Plan (MD) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.