401(k) · DOL Form 5500 · 2022

U.S. Tobacco Cooperative Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
201
Participants Below avg headcount
75th
Percentile by assets National rank
$84,507
Avg per participant Below avg balance/head
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Official DOL plan name: U.S. Tobacco Cooperative 401(k) Plan · Sponsored by U.S. Tobacco Cooperative Inc. · North Carolina · Other Services

$17M in assets, 201 participants

U.S. Tobacco Cooperative Inc.'s U.S. Tobacco Cooperative 401(k) Plan reported $17M in total assets and 201 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #7,218 in Other Services (8,398 peers)

Coverage in North Carolina

U.S. Tobacco Cooperative 401(k) Plan covers 201 participants in North Carolina, about 25% of the average North Carolina filer (state average ~819 per filing). Assets: $17M.

#7,218
in Other Services (8,398 peers)
-11.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

U.S. Tobacco Cooperative 401(k) Plan's outsized position by total assets

U.S. Tobacco Cooperative 401(k) Plan vs every filed plan by assets

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

$16,985,958 Top 25% higher than 75% 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

U.S. Tobacco Cooperative 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. U.S. Tobacco Cooperative 401(k) Plan sits mid-pack in the medium band (201 participants).

Plan-year Form 5500 strip

Filing strip 560484598 · U.S. Tobacco Cooperative Inc. PY 2022 · 401(k)

U.S. Tobacco Cooperative 401(k) Plan · $17M · 201 · 75th

  • SCH $17M
  • EBSA 201
  • PART 75th
  • TYPE 401(k)
  • NET near Beckstoffer Vineyards Safe Harbor 401(k) Retirement Savings Plan
  • BOOK ind #7218

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 Other Services retirement plans → · Plans in North Carolina →

U.S. Tobacco Cooperative 401(k) Plan in the asset neighbourhood

U.S. Tobacco Cooperative 401(k) PlanU.S. Tobacco Cooperative 401…$17MBeckstoffer Vineyards Safe Harbor 401(k) Retirement Savings PlanBeckstoffer Vineyards Safe H…$17MThe Druker Company 401(k) PlanThe Druker Company 401(k) Pl…$17MNefco Holding Company LLC 401(k) Profit Sharing PlanNefco Holding Company LLC 40…$17MGood Fulton & Farrell, Inc. 401(k) Profit Sharing PlanGood Fulton & Farrell, Inc. …$17M
End-of-year total assets ($M) among U.S. Tobacco Cooperative 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)$19M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN560484598
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (U.S. Tobacco Cooperative Inc.)

Sponsor-wide plan assets over time

All U.S. Tobacco Cooperative Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 15.817996249539016% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $27.7M $23.4M ▼ -15.8%
Year Plans Participants Total Assets
2022 2 242 $28M
2023 1 221 $19M
2024 1 215 $23M

Nearby 401(k) Plans in North Carolina

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

U.S. Tobacco Cooperative 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants U.S. Tobacco Cooperative 401(k) Plan, Total assets ($B): 0.016985958 · Participants: 201U.S. Tobacco Cooperative 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
U.S. Tobacco Cooperative 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare U.S. Tobacco Cooperative 401(k) Plan side-by-side with 3 peers →

U.S. Tobacco Cooperative 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Beckstoffer Vineyards Safe Harbor 401(k) Retirement Savings Plan in CA ($17M); by covered participants it is Gill Studios, Inc. Hourly Paid Employees' Profit Sharing and 401(k) Plan and Trust in KS (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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 U.S. Tobacco Cooperative 401(k) Plan assets move in 2022? ▼
U.S. Tobacco Cooperative 401(k) Plan pulled back noticeably - down 11.3% during 2022, from $19M to $17M. Reported net income was -$2M.
How have U.S. Tobacco Cooperative Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U.S. Tobacco Cooperative Inc.'s sponsor-wide assets declined 15.8%, from $28M to $23M.
Where does U.S. Tobacco Cooperative 401(k) Plan rank by assets among Form 5500 filers? ▼
U.S. Tobacco Cooperative 401(k) Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to U.S. Tobacco Cooperative 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beckstoffer Vineyards Safe Harbor 401(k) Retirement Savings Plan in CA ($17M, 151 participants).
Which 401(k) plans cover a similar participant headcount to U.S. Tobacco Cooperative 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gill Studios, Inc. Hourly Paid Employees' Profit Sharing and 401(k) Plan and Trust in KS (201 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 560484598.

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.