401(k) · DOL Form 5500 · 2022
Ctm Financial Services 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Ctm Financial Services 401(k) Profit Sharing Plan · Sponsored by Ctm Financial Services · North Carolina · Finance & Insurance
$4M in assets, 3 participants
Ctm Financial Services's Ctm Financial Services 401(k) Profit Sharing Plan reported $4M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.
- #2,771 in Finance & Insurance (9,261 peers)
2022 asset change
Ctm Financial Services 401(k) Profit Sharing Plan declined sharply 17.8% in 2022 ($4M → $4M) for 3 participants.
- #2,771
- in Finance & Insurance (9,261 peers)
- -17.8%
- assets change YoY
The plan reported a net loss of $782K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ctm Financial Services 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Ctm Financial Services 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,610,515 44th percentile higher than 44% 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
Ctm Financial Services 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. Ctm Financial Services 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 582517171 · Ctm Financial Services PY 2022 · 401(k)
Ctm Financial Services 401(k) Profit Sharing Plan · $4M · 3 · 44th
- PCT $4M
- PCT 3
- PCT 44th
- PCT 401(k)
- PCT near Monarch Lathes 401(k) Plan
- PCT ind #2771
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 Finance & Insurance retirement plans → · Plans in North Carolina →
Ctm Financial Services 401(k) Profit Sharing Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$782K |
| Employer EIN | 582517171 |
| Plan Effective Date | 1998-01-01 |
| 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
Ctm Financial Services 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 Monarch Lathes 401(k) Plan in OH ($4M); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
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.