401(k) · DOL Form 5500 · 2022

Pella Carolina Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
150
Participants Small participant base
58th
Percentile by assets National rank
$48,537
Avg per participant Low balance/head
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Official DOL plan name: Pella Carolina 401 (K) Plan · Sponsored by Pella Carolina Inc. · North Carolina · Retail Trade

$7M in assets, 150 participants

Pella Carolina Inc.'s Pella Carolina 401 (K) Plan reported $7M in total assets and 150 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #6,540 in Retail Trade (9,519 peers)

Coverage in North Carolina

Pella Carolina 401 (K) Plan covers 150 participants in North Carolina, about 18% of the average North Carolina filer (state average ~819 per filing). Assets: $7M.

#6,540
in Retail Trade (9,519 peers)
-20.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pella Carolina 401 (K) Plan's mid-pack asset rank among Retail Trade and all filers

Pella Carolina 401 (K) Plan vs every filed plan by assets

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

$7,280,568 Top 42% higher than 58% 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

Pella Carolina 401 (K) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pella Carolina 401 (K) Plan sits mid-pack in the medium band (150 participants).

DOL schedule card

Filing strip 562280814 · Pella Carolina Inc. PY 2022 · 401(k)

Pella Carolina 401 (K) Plan · $7M · 150 · 58th

  • 5500 $7M
  • ASSETS 150
  • PCT 58th
  • EIN 401(k)
  • RANK near Bidart Bros. 401(k) Profit Sharing Plan
  • PHOTO ind #6540

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 →

Pella Carolina 401 (K) Plan in the asset neighbourhood

Pella Carolina 401 (K) Plan$7MBidart Bros. 401(k) Profit Sharing PlanBidart Bros. 401(k) Profit S…$7MTemeg Holdings, Inc. Retirement Savings PlanTemeg Holdings, Inc. Retirem…$7MUnique Carpets Ltd 401(k) Profit Sharing Plan & TrustUnique Carpets Ltd 401(k) Pr…$7MBoys & Girls Clubs of Metro Denver, Inc. 401(k) PlanBoys & Girls Clubs of Metro …$7M
End-of-year total assets ($M) among Pella Carolina 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN562280814
Plan Effective Date2002-01-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Pella Carolina Inc.)

Sponsor-wide plan assets over time

All Pella Carolina Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 69.68763975557951% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.28M $12.4M ▲ +69.6%
Year Plans Participants Total Assets
2022 1 150 $7M
2023 1 189 $10M
2024 1 178 $12M

Nearby 401(k) Plans in North Carolina

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

Pella Carolina 401 (K) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Pella Carolina 401 (K) Plan, Total assets ($B): 0.007280568 · Participants: 150Pella Carolina 401 (K) 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
Pella Carolina 401 (K) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Pella Carolina 401 (K) Plan side-by-side with 3 peers →

Pella Carolina 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Bidart Bros. 401(k) Profit Sharing Plan in CA ($7M); by covered participants it is American Office 401(k) Retirement Savings Plan in MD (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Pella Carolina 401 (K) Plan assets move in 2022? ▼
Pella Carolina 401 (K) Plan declined sharply - down 20.4% during 2022, from $9M to $7M. Reported net income was -$2M.
How have Pella Carolina Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pella Carolina Inc.'s sponsor-wide assets grew 69.7%, from $7M to $12M.
Which 401(k) plans are similar in size to Pella Carolina 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bidart Bros. 401(k) Profit Sharing Plan in CA ($7M, 500 participants).
Which 401(k) plans cover a similar participant headcount to Pella Carolina 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Office 401(k) Retirement Savings Plan in MD (150 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 562280814.

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.