401(k) · DOL Form 5500 · 2022
Poteat, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 117
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $22,970
- Avg per participant Low balance/head
Official DOL plan name: Poteat, Inc. Profit Sharing Plan · Sponsored by Poteat, Inc. · North Carolina · Finance & Insurance
$3M in assets, 117 participants
Poteat, Inc.'s Poteat, Inc. Profit Sharing Plan reported $3M in total assets and 117 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.
- #2,413 in Finance & Insurance (9,261 peers)
Coverage in North Carolina
Poteat, Inc. Profit Sharing Plan covers 117 participants in North Carolina, about 14% of the average North Carolina filer (state average ~819 per filing). Assets: $3M.
- #2,413
- in Finance & Insurance (9,261 peers)
- -16.8%
- assets change YoY
The plan reported a net loss of $541K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Poteat, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Poteat, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,687,444 38th percentile higher than 38% 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
Poteat, Inc. Profit Sharing 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. Poteat, Inc. Profit Sharing Plan sits mid-pack in the medium band (117 participants).
Published 5500 schedule card
Filing strip 560705992 · Poteat, Inc. PY 2022 · 401(k)
Poteat, Inc. Profit Sharing Plan · $3M · 117 · 38th
- PHOTO $3M
- PHOTO 117
- PHOTO 38th
- PHOTO 401(k)
- PHOTO near Icon Advisers, Inc. 401(k) Plan
- PHOTO ind #2413
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 →
Poteat, Inc. Profit Sharing Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$541K |
| Employer EIN | 560705992 |
| Plan Effective Date | 1972-12-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Poteat, Inc.)
Sponsor-wide plan assets over time
All Poteat, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 14.98018191262776% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 117 | $3M |
| 2023 | 1 | 148 | $3M |
| 2024 | 1 | 163 | $3M |
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
Poteat, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Icon Advisers, Inc. 401(k) Plan in CO ($3M); by covered participants it is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (117 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.