401(k) · DOL Form 5500 · 2022
Carolina Eye Associates, P.a. 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 224
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $101,552
- Avg per participant Below avg balance/head
Official DOL plan name: Carolina Eye Retirement Savings Plan & Money Purchase Plan · Sponsored by Carolina Eye Associates, P.a. · North Carolina · Healthcare & Social Assistance
$23M in assets, 224 participants
Carolina Eye Associates, P.a.'s Carolina Eye Retirement Savings Plan & Money Purchase Plan reported $23M in total assets and 224 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.
- #16,503 in Healthcare & Social Assistance (20,060 peers)
Coverage in North Carolina
Carolina Eye Retirement Savings Plan & Money Purchase Plan covers 224 participants in North Carolina, about 27% of the average North Carolina filer (state average ~819 per filing). Assets: $23M.
- #16,503
- in Healthcare & Social Assistance (20,060 peers)
- -14.3%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carolina Eye Retirement Savings Plan & Money Purchase Plan's outsized position by total assets
Carolina Eye Retirement Savings Plan & Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$22,747,570 Top 21% higher than 79% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Carolina Eye Retirement Savings Plan & Money Purchase 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. Carolina Eye Retirement Savings Plan & Money Purchase Plan sits mid-pack in the medium band (224 participants).
Form 5500 schedule snapshot
Filing strip 561183309 · Carolina Eye Associates, P.a. PY 2022 · 401(k)
Carolina Eye Retirement Savings Plan & Money Purchase Plan · $23M · 224 · 79th
- 5500 $23M
- ASSETS 224
- PCT 79th
- EIN 401(k)
- RANK near Ulterra 401(k) Savings Plan
- PHOTO ind #16503
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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →
Carolina Eye Retirement Savings Plan & Money Purchase Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$4M |
| Employer EIN | 561183309 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carolina Eye Associates, P.a.)
Sponsor-wide plan assets over time
All Carolina Eye Associates, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 34.83762001831404% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 224 | $23M |
| 2023 | 1 | 248 | $28M |
| 2024 | 1 | 266 | $31M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Carolina Eye Retirement Savings Plan & Money Purchase Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Ulterra 401(k) Savings Plan in TX ($23M); by covered participants it is The Bell Company, LLC 401(k) Plan in PA (224 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (224 participants); asset peers above are excluded.
- The Bell Company, LLC 401(k) Plan (PA) 224 · 0 off
- Pacific Gateway Concessions, LLC 401(k) Plan (CA) 224 · 0 off
- Cogent, Inc. Profit Sharing 401(k) Plan (MO) 224 · 0 off
- Eustis Cable 401(k) Plan (VT) 224 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.