Other · DOL Form 5500 · 2022

Carolinas Independent Automobile Dealers Association Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
695
Participants Below avg headcount
79th
Percentile by assets National rank
$32,741
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust · Sponsored by Carolinas Independent Automobile Dealers Association · North Carolina · Retail Trade

$23M in assets, 695 participants

Carolinas Independent Automobile Dealers Association's Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust reported $23M in total assets and 695 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #8,363 in Retail Trade (9,519 peers)

Where Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust sits by assets

Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust sits in the top quartile of all filed plans by assets, $23M for 695 participants (~$32,741/participant), down 5.4% in 2022.

#8,363
in Retail Trade (9,519 peers)
-5.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust's outsized position by total assets

Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust vs every filed plan by assets

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

$22,754,668 Top 21% higher than 79% 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

Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust 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. Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust sits mid-pack in the medium band (695 participants).

DOL schedule card

Filing strip 237305962 · Carolinas Independent Automobile Dealers Association PY 2022 · Other

Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust · $23M · 695 · 79th

  • BOY $23M
  • SCH 695
  • EBSA 79th
  • PART Other
  • TYPE near The Seeing Eye, Inc. Matched Savings Plan
  • NET ind #8363

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 →

Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust in the asset neighbourhood

Sunrise Community, Inc. the Employee Pension Benefit PlanSunrise Community, Inc. the …$23MCarolinas Independent Automobile 401(k) Profit Sharing Plan TrustCarolinas Independent Automo…$23MThe Seeing Eye, Inc. Matched Savings PlanThe Seeing Eye, Inc. Matched…$23MWashington Episcopal School Tiaa-Cref Retirement PlanWashington Episcopal School …$23MThe Learning Center for the Deaf 403(b) PlanThe Learning Center for the …$23M
End-of-year total assets ($M) among Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$23M
Net Income-$1M
Employer EIN237305962
Plan Effective Date2020-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in North Carolina

Peer Other plans, same state, same plan type, ranked by total assets.

Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust, Total assets ($B): 0.022754668 · Participants: 695Carolinas Independent Automobile 401(k) Profit Sharing Plan TrustThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 7.562740816 · Participants: 43924The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 2.676072314 · Participants: 20031Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.233882537 · Participants: 13292The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.686528413 · Participants: 2632Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.374675935 · Participants: 4211Caromont Health, Inc. Retirement Savings Plan
Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust vs. nearby Other plans in North Carolina, assets vs. participants
Compare Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust side-by-side with 3 peers →

Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is The Seeing Eye, Inc. Matched Savings Plan in NJ ($23M); by covered participants it is Door County Memorial Hospital Tax Deferred Annuity Plan in WI (695 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (695 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 Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust assets move in 2022? ▼
Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust pulled back noticeably - down 5.4% during 2022, from $24M to $23M. Reported net income was -$1M.
Where does Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust rank by assets among Form 5500 filers? ▼
Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust ranks in the 79th 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 Other plans are similar in size to Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust? ▼
Among Other plans in other states, the closest by assets is The Seeing Eye, Inc. Matched Savings Plan in NJ ($23M, 170 participants).
Which Other plans cover a similar participant headcount to Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust? ▼
Among Other plans in other states, the closest by covered participants is Door County Memorial Hospital Tax Deferred Annuity Plan in WI (695 participants, $98M 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 237305962.

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.