401(k) · DOL Form 5500 · 2022

Mitchell Holding Co., Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
198
Participants Below avg headcount
66th
Percentile by assets National rank
$54,232
Avg per participant Low balance/head
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Official DOL plan name: Tm 401(k) Plan · Sponsored by Mitchell Holding Co., Inc. · North Carolina · Retail Trade

$11M in assets, 198 participants

Mitchell Holding Co., Inc.'s Tm 401(k) Plan reported $11M in total assets and 198 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #7,317 in Retail Trade (9,519 peers)

Coverage in North Carolina

Tm 401(k) Plan covers 198 participants in North Carolina, about 24% of the average North Carolina filer (state average ~819 per filing). Assets: $11M.

#7,317
in Retail Trade (9,519 peers)
-9.9%
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.

Tm 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Tm 401(k) Plan vs every filed plan by assets

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

$10,737,887 Top 34% higher than 66% 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

Tm 401(k) 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. Tm 401(k) Plan sits mid-pack in the medium band (198 participants).

Form 5500 schedule snapshot

Filing strip 561798998 · Mitchell Holding Co., Inc. PY 2022 · 401(k)

Tm 401(k) Plan · $11M · 198 · 66th

  • PART $11M
  • PART 198
  • PART 66th
  • PART 401(k)
  • PART near Selman Chevrolet's 401(k) Savings Plan
  • PART ind #7317

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 Retail Trade retirement plans → · Plans in North Carolina →

Tm 401(k) Plan in the asset neighbourhood

Tm 401(k) Plan$11MSelman Chevrolet's 401(k) Savings PlanSelman Chevrolet's 401(k) Sa…$11MLyon, LLC 401(k) Retirement PlanLyon, LLC 401(k) Retirement …$11MCamg, Inc. 401(k) Profit Sharing PlanCamg, Inc. 401(k) Profit Sha…$11MMorrison Express Corp. (USA) 401(k) Retirement PlanMorrison Express Corp. (USA)…$11M
End-of-year total assets ($M) among Tm 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)$12M
Net Assets (End of Year)$11M
Net Income-$1M
Employer EIN561798998
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mitchell Holding Co., Inc.)

Sponsor-wide plan assets over time

All Mitchell Holding Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 5.01063198001618% vs 2022
2024 filing year
$10.5M$11M$11.5M$12M$12.5M$13M 202220232024 $10.7M $11.3M ▲ +5.0%
Year Plans Participants Total Assets
2022 1 198 $11M
2023 1 159 $12M
2024 1 157 $11M

Nearby 401(k) Plans in North Carolina

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

Tm 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Tm 401(k) Plan, Total assets ($B): 0.010737887 · Participants: 198Tm 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
Tm 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Tm 401(k) Plan side-by-side with 3 peers →

Tm 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Selman Chevrolet's 401(k) Savings Plan in CA ($11M); by covered participants it is Carparts Distribution Center, Inc. Profit Sharing Plan in NH (198 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (198 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 Tm 401(k) Plan assets move in 2022? ▼
Tm 401(k) Plan pulled back noticeably - down 9.9% during 2022, from $12M to $11M. Reported net income was -$1M.
How have Mitchell Holding Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mitchell Holding Co., Inc.'s sponsor-wide assets grew 5.0%, from $11M to $11M.
Which 401(k) plans are similar in size to Tm 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Selman Chevrolet's 401(k) Savings Plan in CA ($11M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Tm 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carparts Distribution Center, Inc. Profit Sharing Plan in NH (198 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 561798998.

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.