401(k) · DOL Form 5500 · 2022

Carolina Tractor & Equipment Company 401(k) Plan

Data updated 2026-08-25

$112M
Total assets Near avg plan size
1,458
Participants Near avg headcount
93rd
Percentile by assets National rank
$76,593
Avg per participant Below avg balance/head
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Official DOL plan name: Cte 401(k) Plan · Sponsored by Carolina Tractor & Equipment Company · North Carolina · Retail Trade

$112M in assets, 1,458 participants

Carolina Tractor & Equipment Company's Cte 401(k) Plan reported $112M in total assets and 1,458 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #9,169 in Retail Trade (9,519 peers)

Where Cte 401(k) Plan sits by assets

Cte 401(k) Plan sits in the top 10% of all filed plans by assets, $112M for 1,458 participants (~$76,593/participant), down 8.6% in 2022.

#9,169
in Retail Trade (9,519 peers)
-8.6%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cte 401(k) Plan's outsized position by total assets

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

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

$111,673,176 Top 7% higher than 93% 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

Cte 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cte 401(k) Plan lands in the large band (1,458 participants).

Form 5500 schedule snapshot

Filing strip 560167230 · Carolina Tractor & Equipment Company PY 2022 · 401(k)

Cte 401(k) Plan · $112M · 1,458 · 93rd

  • BOY $112M
  • SCH 1,458
  • EBSA 93rd
  • PART 401(k)
  • TYPE near Irmc 403(b) Plan
  • NET ind #9169

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 →

Cte 401(k) Plan in the asset neighbourhood

Michigan State University Federal Credit UnionMichigan State University Fe…$112MCte 401(k) Plan$112MIrmc 403(b) Plan$112MMunters Corporation Employee Savings and 401(k) PlanMunters Corporation Employee…$112MKubota Tractor 401(k) Plan$112M
End-of-year total assets ($M) among Cte 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$122M
Net Assets (End of Year)$112M
Net Income-$11M
Employer EIN560167230
Plan Effective Date1952-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carolina Tractor & Equipment Company)

Sponsor-wide plan assets over time

All Carolina Tractor & Equipment Company plans reported in each filing year

Latest sponsor-wide plan assets
$139M 24.85575408010246% vs 2022
2023 filing year
$100M$110M$120M$130M$140M$150M 20222023 $112M $139M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 1,458 $112M
2023 1 1,725 $139M

Nearby 401(k) Plans in North Carolina

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

Cte 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Cte 401(k) Plan, Total assets ($B): 0.111673176 · Participants: 1458Cte 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
Cte 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Cte 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Irmc 403(b) Plan in FL ($112M); by covered participants it is Rohrman Automotive Group 401(k) Plan in IL (1,458 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($112M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,458 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 Cte 401(k) Plan assets move in 2022? ▼
Cte 401(k) Plan pulled back noticeably - down 8.6% during 2022, from $122M to $112M. Reported net income was -$11M.
How have Carolina Tractor & Equipment Company plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Carolina Tractor & Equipment Company's sponsor-wide assets grew 24.9%, from $112M to $139M.
Where does Cte 401(k) Plan rank by assets among Form 5500 filers? ▼
Cte 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Cte 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Irmc 403(b) Plan in FL ($112M, 2,874 participants).
Which 401(k) plans cover a similar participant headcount to Cte 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rohrman Automotive Group 401(k) Plan in IL (1,458 participants, $35M 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 560167230.

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.