401(k) · DOL Form 5500 · 2022
Legal Aid of North Carolina Inc 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 481
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $49,523
- Avg per participant Low balance/head
Official DOL plan name: Legal Aid of North Carolina Ret Plan · Sponsored by Legal Aid of North Carolina Inc · North Carolina · Professional & Technical Services
$24M in assets, 481 participants
Legal Aid of North Carolina Inc's Legal Aid of North Carolina Ret Plan reported $24M in total assets and 481 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- #17,280 in Professional & Technical Services (21,562 peers)
Where Legal Aid of North Carolina Ret Plan sits by assets
Legal Aid of North Carolina Ret Plan sits in the top quartile of all filed plans by assets, $24M for 481 participants (~$49,523/participant), down 14.1% in 2022.
- #17,280
- in Professional & Technical Services (21,562 peers)
- -14.1%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Legal Aid of North Carolina Ret Plan's outsized position by total assets
Legal Aid of North Carolina Ret Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$23,820,591 Top 20% higher than 80% 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
Legal Aid of North Carolina Ret 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. Legal Aid of North Carolina Ret Plan sits mid-pack in the medium band (481 participants).
Published 5500 schedule card
Filing strip 311784161 · Legal Aid of North Carolina Inc PY 2022 · 401(k)
Legal Aid of North Carolina Ret Plan · $24M · 481 · 80th
- ASSETS $24M
- ASSETS 481
- ASSETS 80th
- ASSETS 401(k)
- ASSETS near Bregal Investments, Inc. 401(k) Plan
- ASSETS ind #17280
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 Professional & Technical Services retirement plans → · Plans in North Carolina →
Legal Aid of North Carolina Ret Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | -$4M |
| Employer EIN | 311784161 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Legal Aid of North Carolina Inc)
Sponsor-wide plan assets over time
All Legal Aid of North Carolina Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 33.82191902795359% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 481 | $24M |
| 2023 | 1 | 466 | $28M |
| 2024 | 1 | 468 | $32M |
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
Legal Aid of North Carolina Ret Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Bregal Investments, Inc. 401(k) Plan in NY ($24M); by covered participants it is Bass Thrift / 401(k) Plan and Trust in TX (481 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (481 participants); asset peers above are excluded.
- Bass Thrift / 401(k) Plan and Trust (TX) 481 · 0 off
- Nature's Sunshine Products, Inc. Tax Deferred Retirement Plan (UT) 481 · 0 off
- Tol 401(k) Retirement Plan (TX) 481 · 0 off
- Npi/Nrca Employees Savings and Investment Plan (CA) 481 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.