401(k) · DOL Form 5500 · 2022

Carolinas Telco Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
90
Participants Small participant base
68th
Percentile by assets National rank
$127,006
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carolinas Telco Federal Credit Union 401(k) Plan and Trust · Sponsored by Carolinas Telco Federal Credit Union · North Carolina · Finance & Insurance

$11M in assets, 90 participants

Carolinas Telco Federal Credit Union's Carolinas Telco Federal Credit Union 401(k) Plan and Trust reported $11M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,734 in Finance & Insurance (9,261 peers)

Carolinas Telco Federal Credit Union multi-year trail

Carolinas Telco Federal Credit Union's plans moved +21.5% in assets from 2022 to 2024; this filing shows Carolinas Telco Federal Credit Union 401(k) Plan and Trust at $11M / 90 participants.

#4,734
in Finance & Insurance (9,261 peers)
-17.0%
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.

Carolinas Telco Federal Credit Union 401(k) Plan and Trust's outsized position by total assets

Carolinas Telco Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$11,430,557 Top 32% higher than 68% 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

Carolinas Telco Federal Credit Union 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carolinas Telco Federal Credit Union 401(k) Plan and Trust is a small filing (90 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 560166559 · Carolinas Telco Federal Credit Union PY 2022 · 401(k)

Carolinas Telco Federal Credit Union 401(k) Plan and Trust · $11M · 90 · 68th

  • TYPE $11M
  • TYPE 90
  • TYPE 68th
  • TYPE 401(k)
  • TYPE near Intersport Inc 401(k) Retirement Plan
  • TYPE ind #4734

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 →

Carolinas Telco Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Carolinas Telco Federal Credit Union 401(k) Plan and TrustCarolinas Telco Federal Cred…$11MIntersport Inc 401(k) Retirement PlanIntersport Inc 401(k) Retire…$11M403(b) Thrift Plan of Tri-County Community Action Agency403(b) Thrift Plan of Tri-Co…$11MWoodsman Kitchens & Floors, Inc. 401(k) Profit Sharing PlanWoodsman Kitchens & Floors, …$11MCommunity Resources Staten Island, Inc. 403(b) PlanCommunity Resources Staten I…$11M
End-of-year total assets ($M) among Carolinas Telco Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Carolinas Telco Federal Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Carolinas Telco Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$14M 21.459916607738364% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.4M $13.9M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 90 $11M
2023 1 110 $13M
2024 1 119 $14M

Carolinas Telco Federal Credit Union filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN560166559
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Carolinas Telco Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Carolinas Telco Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.011430557 · Participants: 90Carolinas Telco Federal Credit Union 401(k) 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
Carolinas Telco Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carolinas Telco Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Carolinas Telco Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Intersport Inc 401(k) Retirement Plan in IL ($11M); by covered participants it is Choicelegal Retirement Savings Plan in FL (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 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 Carolinas Telco Federal Credit Union 401(k) Plan and Trust assets move in 2022? ▼
Carolinas Telco Federal Credit Union 401(k) Plan and Trust declined sharply - down 17.0% during 2022, from $14M to $11M. Reported net income was -$2M.
How have Carolinas Telco Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolinas Telco Federal Credit Union's sponsor-wide assets grew 21.5%, from $11M to $14M.
Which 401(k) plans are similar in size to Carolinas Telco Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Intersport Inc 401(k) Retirement Plan in IL ($11M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Carolinas Telco Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Choicelegal Retirement Savings Plan in FL (90 participants, $318K 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 560166559.

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.