401(k) · DOL Form 5500 · 2022
Don Farmer Cpa, PA 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $391,292
- Avg per participant High balance/head
Official DOL plan name: Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust · Sponsored by Don Farmer Cpa, PA · North Carolina · Professional & Technical Services
$2M in assets, 4 participants
Don Farmer Cpa, PA's Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.
- #5,748 in Professional & Technical Services (21,562 peers)
What the 2022 filing shows
Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust holds $2M for 4 participants - about $391,292 per participant, in the lower half of filed plans by assets.
- #5,748
- in Professional & Technical Services (21,562 peers)
- -4.8%
- assets change YoY
The plan reported a net loss of $80K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,565,167 30th percentile higher than 30% 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
Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.
Published 5500 schedule card
Filing strip 561418877 · Don Farmer Cpa, PA PY 2022 · 401(k)
Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust · $2M · 4 · 30th
- EBSA $2M
- PART 4
- TYPE 30th
- NET 401(k)
- BOOK near Climco Coils 401(k) Retirement Plan
- VS-ST ind #5748
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 →
Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$80K |
| Employer EIN | 561418877 |
| Plan Effective Date | 2002-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Don Farmer Cpa, PA)
Sponsor-wide plan assets over time
All Don Farmer Cpa, PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 6.678520566814915% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $2M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 3 | $2M |
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
Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Climco Coils 401(k) Retirement Plan in IL ($2M); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.