401(k) · DOL Form 5500 · 2022

Foster Caviness Company, Inc. 401(k) Plan

Data updated 2026-08-25

$753K
Total assets Small plan by assets
169
Participants Small participant base
22nd
Percentile by assets National rank
$4,453
Avg per participant Low balance/head
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Official DOL plan name: Foster Caviness Company 401(k) Plan · Sponsored by Foster Caviness Company, Inc. · North Carolina · Wholesale Trade

$753K in assets, 169 participants

Foster Caviness Company, Inc.'s Foster Caviness Company 401(k) Plan reported $753K in total assets and 169 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #793 in Wholesale Trade (6,843 peers)

Coverage in North Carolina

Foster Caviness Company 401(k) Plan covers 169 participants in North Carolina, about 21% of the average North Carolina filer (state average ~819 per filing). Assets: $753K.

#793
in Wholesale Trade (6,843 peers)
+1.6%
assets growth YoY

Foster Caviness Company 401(k) Plan among the smaller filed plans by assets

Foster Caviness Company 401(k) Plan vs every filed plan by assets

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

$752,594 22nd percentile higher than 22% 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

Foster Caviness Company 401(k) 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. Foster Caviness Company 401(k) Plan sits mid-pack in the medium band (169 participants).

Plan-year Form 5500 strip

Filing strip 560507149 · Foster Caviness Company, Inc. PY 2022 · 401(k)

Foster Caviness Company 401(k) Plan · $753K · 169 · 22nd

  • BOOK $753K
  • VS-ST 169
  • BOY 22nd
  • SCH 401(k)
  • EBSA near Clearnetwork, Inc. 401(k) Plan
  • PART ind #793

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Foster Caviness Company 401(k) Plan in the asset neighbourhood

Foster Caviness Company 401(k) PlanFoster Caviness Company 401(…$753KClearnetwork, Inc. 401(k) PlanClearnetwork, Inc. 401(k) Pl…$753KHope of the Valley 401(k) Plan and TrustHope of the Valley 401(k) Pl…$753KCoastal Joe's Inc. 401(k) PlanCoastal Joe's Inc. 401(k) Pl…$753KFive Nines Alchemy, Inc. 401(k) PlanFive Nines Alchemy, Inc. 401…$752K
End-of-year total assets ($M) among Foster Caviness Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$741K
Net Assets (End of Year)$753K
Net Income$12K
Employer EIN560507149
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Foster Caviness Company, Inc.)

Sponsor-wide plan assets over time

All Foster Caviness Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 183.49016866996018% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $0.75M $2.13M ▲ +184.0%
Year Plans Participants Total Assets
2022 1 169 $753K
2023 1 153 $2M
2024 1 169 $2M

Nearby 401(k) Plans in North Carolina

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

Foster Caviness Company 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Foster Caviness Company 401(k) Plan, Total assets ($B): 0.000752594 · Participants: 169Foster Caviness Company 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
Foster Caviness Company 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Foster Caviness Company 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Clearnetwork, Inc. 401(k) Plan in NJ ($753K); by covered participants it is Nye Automotive Group, Inc. 401(k) Plan in NY (169 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($753K here).

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Foster Caviness Company 401(k) Plan assets move in 2022? ▼
Foster Caviness Company 401(k) Plan edged up modestly - up 1.6% during 2022, from $741K to $753K. Reported net income was $12K.
How have Foster Caviness Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Foster Caviness Company, Inc.'s sponsor-wide assets grew 183.5%, from $753K to $2M.
Where does Foster Caviness Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Foster Caviness Company 401(k) Plan ranks in the 22nd 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 Foster Caviness Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clearnetwork, Inc. 401(k) Plan in NJ ($753K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Foster Caviness Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nye Automotive Group, Inc. 401(k) Plan in NY (169 participants, 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 560507149.

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.