401(k) · DOL Form 5500 · 2022
Carolina Sunrock, LLC. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 375
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $36,801
- Avg per participant Low balance/head
Official DOL plan name: Carolina Sunrock LLC 401(k) Retirement Plan · Sponsored by Carolina Sunrock, LLC. · North Carolina · Mining & Oil Extraction
$14M in assets, 375 participants
Carolina Sunrock, LLC.'s Carolina Sunrock LLC 401(k) Retirement Plan reported $14M in total assets and 375 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.
- #473 in Mining & Oil Extraction (892 peers)
Coverage in North Carolina
Carolina Sunrock LLC 401(k) Retirement Plan covers 375 participants in North Carolina, about 46% of the average North Carolina filer (state average ~819 per filing). Assets: $14M.
- #473
- in Mining & Oil Extraction (892 peers)
- -8.7%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carolina Sunrock LLC 401(k) Retirement Plan's outsized position by total assets
Carolina Sunrock LLC 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,800,490 Top 29% higher than 71% 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 Sunrock LLC 401(k) Retirement 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. Carolina Sunrock LLC 401(k) Retirement Plan sits mid-pack in the medium band (375 participants).
Published 5500 schedule card
Filing strip 161229683 · Carolina Sunrock, LLC. PY 2022 · 401(k)
Carolina Sunrock LLC 401(k) Retirement Plan · $14M · 375 · 71st
- RANK $14M
- RANK 375
- RANK 71st
- RANK 401(k)
- RANK near Warrenton Oil Company, Inc. 401(k) Profit Sharing Plan
- RANK ind #473
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 Mining & Oil Extraction retirement plans → · Plans in North Carolina →
Carolina Sunrock LLC 401(k) Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$1M |
| Employer EIN | 161229683 |
| Plan Effective Date | 1986-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carolina Sunrock, LLC.)
Sponsor-wide plan assets over time
All Carolina Sunrock, LLC. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 51.759828817672414% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 375 | $14M |
| 2023 | 1 | 404 | $18M |
| 2024 | 1 | 428 | $21M |
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 Sunrock LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Warrenton Oil Company, Inc. 401(k) Profit Sharing Plan in MO ($14M); by covered participants it is Strand Development Company LLC 401(k) Plan in SC (375 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 (375 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.