401(k) · DOL Form 5500 · 2022
Charlotte Mechanical, LLC 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 126
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $40,320
- Avg per participant Low balance/head
Official DOL plan name: Charlotte Mechanical, LLC 401(k) Profit Sharing Plan · Sponsored by Charlotte Mechanical, LLC · North Carolina · Professional & Technical Services
$5M in assets, 126 participants
Charlotte Mechanical, LLC's Charlotte Mechanical, LLC 401(k) Profit Sharing Plan reported $5M in total assets and 126 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.
- #10,515 in Professional & Technical Services (21,562 peers)
Coverage in North Carolina
Charlotte Mechanical, LLC 401(k) Profit Sharing Plan covers 126 participants in North Carolina, about 15% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.
- #10,515
- in Professional & Technical Services (21,562 peers)
- -9.8%
- assets change YoY
The plan reported a net loss of $554K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Charlotte Mechanical, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Charlotte Mechanical, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,080,282 Top 49% higher than 51% 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
Charlotte Mechanical, LLC 401(k) Profit Sharing 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. Charlotte Mechanical, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (126 participants).
Form 5500 schedule snapshot
Filing strip 470947216 · Charlotte Mechanical, LLC PY 2022 · 401(k)
Charlotte Mechanical, LLC 401(k) Profit Sharing Plan · $5M · 126 · 51st
- EOY $5M
- 5500 126
- ASSETS 51st
- PCT 401(k)
- EIN near Northern California Cornea Associates, Inc. 401(k) Plan
- RANK ind #10515
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 →
Charlotte Mechanical, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$554K |
| Employer EIN | 470947216 |
| Plan Effective Date | 2005-01-10 |
| Filing Status | FILING RECEIVED |
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
Charlotte Mechanical, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Northern California Cornea Associates, Inc. 401(k) Plan in CA ($5M); by covered participants it is Texas Citizens Bank, N. a. 401(k) Plan in TX (126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (126 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.