401(k) · DOL Form 5500 · 2022

Aquity Solutions, LLC 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
2,151
Participants Near avg headcount
88th
Percentile by assets National rank
$24,234
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aquity Solutions, LLC 401(k) Plan · Sponsored by Aquity Solutions, LLC · North Carolina · Professional & Technical Services

$52M in assets, 2,151 participants

Aquity Solutions, LLC's Aquity Solutions, LLC 401(k) Plan reported $52M in total assets and 2,151 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #19,271 in Professional & Technical Services (21,562 peers)

Coverage in North Carolina

Aquity Solutions, LLC 401(k) Plan covers 2,151 participants in North Carolina, 2.6x the typical North Carolina plan (state average ~819 per filing). Assets: $52M.

#19,271
in Professional & Technical Services (21,562 peers)
-22.3%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aquity Solutions, LLC 401(k) Plan's outsized position by total assets

Aquity Solutions, LLC 401(k) Plan vs every filed plan by assets

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

$52,127,210 Top 12% higher than 88% 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

Aquity Solutions, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aquity Solutions, LLC 401(k) Plan lands in the large band (2,151 participants).

Form 5500 schedule snapshot

Filing strip 832898085 · Aquity Solutions, LLC PY 2022 · 401(k)

Aquity Solutions, LLC 401(k) Plan · $52M · 2,151 · 88th

  • NET $52M
  • NET 2,151
  • NET 88th
  • NET 401(k)
  • NET near Independent Physicians 401(k) Profit Sharing Plan
  • NET ind #19271

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 →

Aquity Solutions, LLC 401(k) Plan in the asset neighbourhood

Lf Distribution Holding 401(k) PlanLf Distribution Holding 401(…$52MAquity Solutions, LLC 401(k) PlanAquity Solutions, LLC 401(k)…$52MIndependent Physicians 401(k) Profit Sharing PlanIndependent Physicians 401(k…$52MDavidson Technologies, Inc. 401(k) PlanDavidson Technologies, Inc. …$52MOld World 401(k) Plan$52M
End-of-year total assets ($M) among Aquity Solutions, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$52M
Net Income-$15M
Employer EIN832898085
Plan Effective Date1979-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aquity Solutions, LLC)

Sponsor-wide plan assets over time

All Aquity Solutions, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$60M 14.490313216456435% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $52.1M $59.7M ▲ +14.5%
Year Plans Participants Total Assets
2022 1 2,151 $52M
2023 1 2,123 $59M
2024 1 1,597 $60M

Nearby 401(k) Plans in North Carolina

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

Aquity Solutions, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Aquity Solutions, LLC 401(k) Plan, Total assets ($B): 0.05212721 · Participants: 2151Aquity Solutions, LLC 401(k) PlanThe 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
Aquity Solutions, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Aquity Solutions, LLC 401(k) Plan side-by-side with 3 peers →

Aquity Solutions, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Independent Physicians 401(k) Profit Sharing Plan in GA ($52M); by covered participants it is Pella Corporation 401(k) Plan in IA (2,151 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($52M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,151 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 Aquity Solutions, LLC 401(k) Plan assets move in 2022? ▼
Aquity Solutions, LLC 401(k) Plan declined sharply - down 22.3% during 2022, from $67M to $52M. Reported net income was -$15M.
How have Aquity Solutions, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aquity Solutions, LLC's sponsor-wide assets grew 14.5%, from $52M to $60M.
Where does Aquity Solutions, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Aquity Solutions, LLC 401(k) Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Aquity Solutions, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Independent Physicians 401(k) Profit Sharing Plan in GA ($52M, 1,085 participants).
Which 401(k) plans cover a similar participant headcount to Aquity Solutions, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pella Corporation 401(k) Plan in IA (2,151 participants, N/A 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 832898085.

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.