401(k) · DOL Form 5500 · 2022

Flores & Associates, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
104
Participants Small participant base
66th
Percentile by assets National rank
$99,371
Avg per participant Below avg balance/head
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Official DOL plan name: Flores & Associates 401(k) Profit Sharing Plan · Sponsored by Flores & Associates, LLC · North Carolina · Finance & Insurance

$10M in assets, 104 participants

Flores & Associates, LLC's Flores & Associates 401(k) Profit Sharing Plan reported $10M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,543 in Finance & Insurance (9,261 peers)

Coverage in North Carolina

Flores & Associates 401(k) Profit Sharing Plan covers 104 participants in North Carolina, about 13% of the average North Carolina filer (state average ~819 per filing). Assets: $10M.

#4,543
in Finance & Insurance (9,261 peers)
+61.2%
assets growth YoY

Flores & Associates 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Flores & Associates 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,334,630 Top 34% higher than 66% 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

Flores & Associates 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. Flores & Associates 401(k) Profit Sharing Plan sits mid-pack in the medium band (104 participants).

DOL schedule card

Filing strip 561542307 · Flores & Associates, LLC PY 2022 · 401(k)

Flores & Associates 401(k) Profit Sharing Plan · $10M · 104 · 66th

  • PCT $10M
  • PCT 104
  • PCT 66th
  • PCT 401(k)
  • PCT near Trump International Waikiki 401(k) Plan
  • PCT ind #4543

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 Finance & Insurance retirement plans → · Plans in North Carolina →

Flores & Associates 401(k) Profit Sharing Plan in the asset neighbourhood

Flores & Associates 401(k) Profit Sharing PlanFlores & Associates 401(k) P…$10MTrump International Waikiki 401(k) PlanTrump International Waikiki …$10MLeague for the Handicapped, Inc. Safeharbor 401(k) PlanLeague for the Handicapped, …$10MTraffix 401(k) Plan$10MTrisept Corporation 401(k) PlanTrisept Corporation 401(k) P…$10M
End-of-year total assets ($M) among Flores & Associates 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$10M
Net Income$4M
Employer EIN561542307
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Flores & Associates, LLC)

Sponsor-wide plan assets over time

All Flores & Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 37.95934639169472% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.3M $14.3M ▲ +38.0%
Year Plans Participants Total Assets
2022 1 104 $10M
2023 1 213 $12M
2024 1 285 $14M

Nearby 401(k) Plans in North Carolina

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

Flores & Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Flores & Associates 401(k) Profit Sharing Plan, Total assets ($B): 0.01033463 · Participants: 104Flores & Associates 401(k) Profit Sharing 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
Flores & Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Flores & Associates 401(k) Profit Sharing Plan side-by-side with 3 peers →

Flores & Associates 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 Trump International Waikiki 401(k) Plan in HI ($10M); by covered participants it is First City Credit Union 401(k) Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Flores & Associates 401(k) Profit Sharing Plan assets move in 2022? ▼
Flores & Associates 401(k) Profit Sharing Plan surged - up 61.2% during 2022, from $6M to $10M. Reported net income was $4M.
How have Flores & Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Flores & Associates, LLC's sponsor-wide assets grew 38.0%, from $10M to $14M.
Which 401(k) plans are similar in size to Flores & Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trump International Waikiki 401(k) Plan in HI ($10M, 274 participants).
Which 401(k) plans cover a similar participant headcount to Flores & Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First City Credit Union 401(k) Plan in CA (104 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 561542307.

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.