401(k) · DOL Form 5500 · 2022

Surratt Thompson & Ceberio, PLLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
32nd
Percentile by assets National rank
$582,137
Avg per participant High balance/head
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Official DOL plan name: Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan · Sponsored by Surratt Thompson & Ceberio, PLLC · North Carolina · Professional & Technical Services

$2M in assets, 3 participants

Surratt Thompson & Ceberio, PLLC's Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #6,092 in Professional & Technical Services (21,562 peers)

Surratt Thompson & Ceberio, PLLC multi-year trail

Surratt Thompson & Ceberio, PLLC's plans moved +14.3% in assets from 2022 to 2024; this filing shows Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan at $2M / 3 participants.

#6,092
in Professional & Technical Services (21,562 peers)
-10.3%
assets change YoY

The plan reported a net loss of $195K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,746,412 32nd percentile higher than 32% 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

Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing 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. Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 260026841 · Surratt Thompson & Ceberio, PLLC PY 2022 · 401(k)

Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan · $2M · 3 · 32nd

  • ASSETS $2M
  • ASSETS 3
  • ASSETS 32nd
  • ASSETS 401(k)
  • ASSETS near Longview Er Operations 401(k) Plan
  • ASSETS ind #6092

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 →

Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan in the asset neighbourhood

Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing PlanSurratt Thompson & Ceberio, …$2MLongview Er Operations 401(k) PlanLongview Er Operations 401(k…$2MBrian Zabel & Associates, PC 401(k)Brian Zabel & Associates, PC…$2MFrank a Sharp Dds Ms PC 401(k) Profit Sharing PlanFrank a Sharp Dds Ms PC 401(…$2MVirtual Business Office Associates, Inc. 401(k) PlanVirtual Business Office Asso…$2M
End-of-year total assets ($M) among Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Surratt Thompson & Ceberio, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Surratt Thompson & Ceberio, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 14.31792727031193% vs 2022
2024 filing year
$1.7M$1.8M$1.9M$2M$2.1M 202220232024 $1.75M $2M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 2 $2M

Surratt Thompson & Ceberio, PLLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$195K
Employer EIN260026841
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan, Total assets ($B): 0.001746412 · Participants: 3Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing 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
Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Longview Er Operations 401(k) Plan in TX ($2M); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan pulled back noticeably - down 10.3% during 2022, from $2M to $2M. Reported net income was -$195K.
How have Surratt Thompson & Ceberio, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surratt Thompson & Ceberio, PLLC's sponsor-wide assets grew 14.3%, from $2M to $2M.
Which 401(k) plans are similar in size to Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Longview Er Operations 401(k) Plan in TX ($2M, 241 participants).
Which 401(k) plans cover a similar participant headcount to Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 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 260026841.

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.