401(k) · DOL Form 5500 · 2022

Caromation, Inc. 401(k) Plan

Data updated 2026-08-25

$156K
Total assets Small plan by assets
1
Participants Small participant base
9th
Percentile by assets National rank
$156,004
Avg per participant Above avg balance/head
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Official DOL plan name: Caromation 401(k) Trust · Sponsored by Caromation, Inc. · North Carolina · Manufacturing

$156K in assets, 1 participants

Caromation, Inc.'s Caromation 401(k) Trust reported $156K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #719 in Manufacturing (20,602 peers)

Caromation, Inc. multi-year trail

Caromation, Inc.'s plans moved +43.1% in assets from 2022 to 2024; this filing shows Caromation 401(k) Trust at $156K / 1 participant.

#719
in Manufacturing (20,602 peers)
+8.5%
assets growth YoY

Caromation 401(k) Trust among the smaller filed plans by assets

Caromation 401(k) Trust vs every filed plan by assets

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

$156,004 9th percentile higher than 9% 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

Caromation 401(k) Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caromation 401(k) Trust is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 821083207 · Caromation, Inc. PY 2022 · 401(k)

Caromation 401(k) Trust · $156K · 1 · 9th

  • SCH $156K
  • EBSA 1
  • PART 9th
  • TYPE 401(k)
  • NET near House Family Investments, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #719

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 Manufacturing retirement plans → · Plans in North Carolina →

Caromation 401(k) Trust in the asset neighbourhood

Caromation 401(k) Trust$156KHouse Family Investments, Inc. 401(k) Profit Sharing PlanHouse Family Investments, In…$156KSoccer Haus Management Retirement PlanSoccer Haus Management Retir…$156KTable One Corporation 401(k) PlanTable One Corporation 401(k)…$156KFernandez & Fernandez Ins 401(k) Profit Sharing Plan & TrustFernandez & Fernandez Ins 40…$156K
End-of-year total assets ($M) among Caromation 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Caromation, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Caromation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$223K 43.10017691854055% vs 2022
2024 filing year
$0.14M$0.16M$0.18M$0.2M$0.22M$0.24M 202220232024 $0.16M $0.22M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 1 $156K
2023 1 1 $192K
2024 1 1 $223K

Caromation, Inc. filing trail (2022)

Total Assets (Beginning of Year)$144K
Net Assets (End of Year)$156K
Net Income$12K
Employer EIN821083207
Plan Effective Date2018-04-25
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Caromation 401(k) Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Caromation 401(k) Trust, Total assets ($B): 0.000156004 · Participants: 1Caromation 401(k) TrustThe 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
Caromation 401(k) Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Caromation 401(k) Trust side-by-side with 3 peers →

Caromation 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is House Family Investments, Inc. 401(k) Profit Sharing Plan in OK ($156K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Caromation 401(k) Trust assets move in 2022? ▼
Caromation 401(k) Trust grew at a solid clip - up 8.5% during 2022, from $144K to $156K. Reported net income was $12K.
How have Caromation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caromation, Inc.'s sponsor-wide assets grew 43.1%, from $156K to $223K.
Where does Caromation 401(k) Trust rank by assets among Form 5500 filers? ▼
Caromation 401(k) Trust ranks in the 9th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Caromation 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is House Family Investments, Inc. 401(k) Profit Sharing Plan in OK ($156K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Caromation 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, 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 821083207.

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.