401(k) · DOL Form 5500 · 2022
Carolina Foothills, Inc. 401(k) Plan
Data updated 2026-08-25
- $500
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 0th
- Percentile by assets National rank
- $125
- Avg per participant Low balance/head
Official DOL plan name: Carolina Foothills Retirement Plan · Sponsored by Carolina Foothills, Inc. · North Carolina · Finance & Insurance
$500 in assets, 4 participants
Carolina Foothills, Inc.'s Carolina Foothills Retirement Plan reported $500 in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 0th 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.
- #20 in Finance & Insurance (9,261 peers)
2022 asset change
Carolina Foothills Retirement Plan contracted severely 99.9% in 2022 ($367K → $500) for 4 participants.
- #20
- in Finance & Insurance (9,261 peers)
- -99.9%
- assets change YoY
The plan reported a net loss of $366K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carolina Foothills Retirement Plan among the smaller filed plans by assets
Carolina Foothills Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$500 0th percentile higher than 0% 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
Carolina Foothills 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. Carolina Foothills Retirement Plan is a micro filing (4 participants), the leftmost band.
Published 5500 schedule card
Filing strip 832274673 · Carolina Foothills, Inc. PY 2022 · 401(k)
Carolina Foothills Retirement Plan · $500 · 4 · 0th
- BOOK $500
- VS-ST 4
- BOY 0th
- SCH 401(k)
- EBSA near The High Pacific Company 401(k) Profit Sharing Plan
- PART ind #20
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 →
Carolina Foothills Retirement Plan in the asset neighbourhood
Carolina Foothills, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Carolina Foothills, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $501 0.2% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $500 |
| 2023 | 1 | 1 | $501 |
| 2024 | 1 | 1 | $501 |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $367K |
|---|---|
| Net Assets (End of Year) | $500 |
| Net Income | -$366K |
| Employer EIN | 832274673 |
| Plan Effective Date | 2018-10-22 |
| 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
Carolina Foothills Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is The High Pacific Company 401(k) Profit Sharing Plan in CA ($501); 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 ($500 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.