401(k) · DOL Form 5500 · 2022

Carolina Home Medical, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
308
Participants Below avg headcount
71st
Percentile by assets National rank
$45,603
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carolina Home Medical, Inc. Profit Sharing Plan and Trust · Sponsored by Carolina Home Medical, Inc. · North Carolina · Retail Trade

$14M in assets, 308 participants

Carolina Home Medical, Inc.'s Carolina Home Medical, Inc. Profit Sharing Plan and Trust reported $14M in total assets and 308 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #7,792 in Retail Trade (9,519 peers)

Coverage in North Carolina

Carolina Home Medical, Inc. Profit Sharing Plan and Trust covers 308 participants in North Carolina, about 38% of the average North Carolina filer (state average ~819 per filing). Assets: $14M.

#7,792
in Retail Trade (9,519 peers)
-15.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carolina Home Medical, Inc. Profit Sharing Plan and Trust's outsized position by total assets

Carolina Home Medical, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$14,045,819 Top 29% higher than 71% 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

Carolina Home Medical, Inc. Profit Sharing Plan and Trust 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. Carolina Home Medical, Inc. Profit Sharing Plan and Trust sits mid-pack in the medium band (308 participants).

Published 5500 schedule card

Filing strip 561987279 · Carolina Home Medical, Inc. PY 2022 · 401(k)

Carolina Home Medical, Inc. Profit Sharing Plan and Trust · $14M · 308 · 71st

  • EOY $14M
  • 5500 308
  • ASSETS 71st
  • PCT 401(k)
  • EIN near Mary Ann Liebert, Inc. 401(k) Plan
  • RANK ind #7792

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 →

Carolina Home Medical, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Carolina Home Medical, Inc. Profit Sharing Plan and TrustCarolina Home Medical, Inc. …$14MMary Ann Liebert, Inc. 401(k) PlanMary Ann Liebert, Inc. 401(k…$14MArtesia General Hospital 401(k) PlanArtesia General Hospital 401…$14MPoint Breeze Credit Union Retirement Savings PlanPoint Breeze Credit Union Re…$14MFreehold Cartage, Inc. 401(k) PlanFreehold Cartage, Inc. 401(k…$14M
End-of-year total assets ($M) among Carolina Home Medical, Inc. Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN561987279
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carolina Home Medical, Inc.)

Sponsor-wide plan assets over time

All Carolina Home Medical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 44.436404883189795% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.1M $20.3M ▲ +44.4%
Year Plans Participants Total Assets
2022 1 308 $14M
2023 1 333 $17M
2024 1 440 $20M

Nearby 401(k) Plans in North Carolina

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

Carolina Home Medical, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Carolina Home Medical, Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.014045819 · Participants: 308Carolina Home Medical, Inc. Profit Sharing Plan and TrustThe 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
Carolina Home Medical, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carolina Home Medical, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

Carolina Home Medical, Inc. Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Mary Ann Liebert, Inc. 401(k) Plan in NY ($14M); by covered participants it is Big Village Group USA Retirement Savings Plan in NJ (308 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (308 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 Carolina Home Medical, Inc. Profit Sharing Plan and Trust assets move in 2022? ▼
Carolina Home Medical, Inc. Profit Sharing Plan and Trust declined sharply - down 15.9% during 2022, from $17M to $14M. Reported net income was -$3M.
How have Carolina Home Medical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolina Home Medical, Inc.'s sponsor-wide assets grew 44.4%, from $14M to $20M.
Which 401(k) plans are similar in size to Carolina Home Medical, Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mary Ann Liebert, Inc. 401(k) Plan in NY ($14M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Carolina Home Medical, Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Big Village Group USA Retirement Savings Plan in NJ (308 participants, $40M 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 561987279.

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.