401(k) · DOL Form 5500 · 2022

Carolina Biological Supply Company 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
442
Participants Below avg headcount
86th
Percentile by assets National rank
$87,914
Avg per participant Below avg balance/head
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Official DOL plan name: Carolina Biological Supply Company Savings and Profit Sharing Retirement · Sponsored by Carolina Biological Supply Company · North Carolina · Wholesale Trade

$39M in assets, 442 participants

Carolina Biological Supply Company's Carolina Biological Supply Company Savings and Profit Sharing Retirement reported $39M in total assets and 442 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #5,916 in Wholesale Trade (6,843 peers)

Where Carolina Biological Supply Company Savings and Profit Sharing Retirement sits by assets

Carolina Biological Supply Company Savings and Profit Sharing Retirement sits in the top quartile of all filed plans by assets, $39M for 442 participants (~$87,914/participant), down 12.2% in 2022.

#5,916
in Wholesale Trade (6,843 peers)
-12.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carolina Biological Supply Company Savings and Profit Sharing Retirement's outsized position by total assets

Carolina Biological Supply Company Savings and Profit Sharing Retirement vs every filed plan by assets

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

$38,857,822 Top 14% higher than 86% 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

Carolina Biological Supply Company Savings and Profit Sharing Retirement 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 Biological Supply Company Savings and Profit Sharing Retirement sits mid-pack in the medium band (442 participants).

Plan-year Form 5500 strip

Filing strip 560364367 · Carolina Biological Supply Company PY 2022 · 401(k)

Carolina Biological Supply Company Savings and Profit Sharing Retirement · $39M · 442 · 86th

  • IND $39M
  • EOY 442
  • 5500 86th
  • ASSETS 401(k)
  • PCT near Milwaukee Valve Company, LLC Employees' Savings Plan and Trust
  • EIN ind #5916

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 →

Carolina Biological Supply Company Savings and Profit Sharing Retirement in the asset neighbourhood

Carolina Biological Supply Company Savings and Profit Sharing RetirementCarolina Biological Supply C…$39MMilwaukee Valve Company, LLC Employees' Savings Plan and TrustMilwaukee Valve Company, LLC…$39MVector North America, Inc. 401(k) PlanVector North America, Inc. 4…$39MAllegiance Benefit Plan Management, Inc. 401(k) PlanAllegiance Benefit Plan Mana…$39MS&k Technologies, Inc. 401(k) Profit Sharing Plan and TrustS&k Technologies, Inc. 401(k…$39M
End-of-year total assets ($M) among Carolina Biological Supply Company Savings and Profit Sharing Retirement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$39M
Net Income-$5M
Employer EIN560364367
Plan Effective Date1980-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carolina Biological Supply Company)

Sponsor-wide plan assets over time

All Carolina Biological Supply Company plans reported in each filing year

Latest sponsor-wide plan assets
$53M 36.30221477673144% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.9M $53M ▲ +36.3%
Year Plans Participants Total Assets
2022 1 442 $39M
2023 1 461 $45M
2024 1 471 $53M

Nearby 401(k) Plans in North Carolina

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

Carolina Biological Supply Company Savings and Profit Sharing Retirement vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Carolina Biological Supply Company Savings and Profit Sharing Retirement, Total assets ($B): 0.038857822 · Participants: 442Carolina Biological Supply Company Savings and Profit Sharing RetirementThe 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
Carolina Biological Supply Company Savings and Profit Sharing Retirement vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carolina Biological Supply Company Savings and Profit Sharing Retirement side-by-side with 3 peers →

Carolina Biological Supply Company Savings and Profit Sharing Retirement's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Milwaukee Valve Company, LLC Employees' Savings Plan and Trust in WI ($39M); by covered participants it is Miller Transportation 401(k) Plan and Trust in KY (442 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (442 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 Carolina Biological Supply Company Savings and Profit Sharing Retirement assets move in 2022? ▼
Carolina Biological Supply Company Savings and Profit Sharing Retirement pulled back noticeably - down 12.2% during 2022, from $44M to $39M. Reported net income was -$5M.
How have Carolina Biological Supply Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolina Biological Supply Company's sponsor-wide assets grew 36.3%, from $39M to $53M.
Where does Carolina Biological Supply Company Savings and Profit Sharing Retirement rank by assets among Form 5500 filers? ▼
Carolina Biological Supply Company Savings and Profit Sharing Retirement ranks in the 86th 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 401(k) plans are similar in size to Carolina Biological Supply Company Savings and Profit Sharing Retirement? ▼
Among 401(k) plans in other states, the closest by assets is Milwaukee Valve Company, LLC Employees' Savings Plan and Trust in WI ($39M, 366 participants).
Which 401(k) plans cover a similar participant headcount to Carolina Biological Supply Company Savings and Profit Sharing Retirement? ▼
Among 401(k) plans in other states, the closest by covered participants is Miller Transportation 401(k) Plan and Trust in KY (442 participants, $5M 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 560364367.

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.