Other · DOL Form 5500 · 2022

Carolinas Independent Automobile Dealers Association Retirement Plan

Data updated 2026-08-11

$23M
Total assets
695
Participants
79th
Percentile by assets
$32,741
Avg per participant
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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.

  • 79th percentile by assets (of 139,126 plans)
  • #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.

$23M
total plan assets (2022 EOY)
695
covered participants
79th
percentile by assets (of 139,126 plans)
$32,741
avg assets per participant

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.

Where Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust sits 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 $2,010,000,000 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

State
North Carolina
Industry
Retail Trade

Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust vs the 2022 asset distribution

By assets, Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust outranks 79% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

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 ($B) Participants Carolinas Independen…, Total assets ($B): 0.022754668 · Participants: 695Carolinas Independen…The Duke University …, Total assets ($B): 7.562740816 · Participants: 43924The Duke University …Wake Forest Baptist …, Total assets ($B): 2.676072314 · Participants: 20031Wake Forest Baptist …The Moses H. Cone Me…, Total assets ($B): 1.233882537 · Participants: 13292The Moses H. Cone Me…Wake Forest Universi…, Total assets ($B): 0.686528413 · Participants: 2632Wake Forest Universi…Caromont Health, Inc…, Total assets ($B): 0.374675935 · Participants: 4211Caromont Health, Inc…
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) … side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust by total assets, not by location.

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).

Next read for Carolinas Independent Automobile 401(k) …

Scale reading

Ways to act on Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust's numbers.

  • By total assets, Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in North Carolina. Compare plans

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.