401(k) · DOL Form 5500 · 2022

Carolina Dealerships Inc. 401(k) Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
2,255
Participants Above avg headcount
92nd
Percentile by assets National rank
$36,638
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carolina Dealerships, Inc. 401(k) Plan · Sponsored by Carolina Dealerships Inc. · North Carolina · Retail Trade

$83M in assets, 2,255 participants

Carolina Dealerships Inc.'s Carolina Dealerships, Inc. 401(k) Plan reported $83M in total assets and 2,255 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #9,088 in Retail Trade (9,519 peers)

Coverage in North Carolina

Carolina Dealerships, Inc. 401(k) Plan covers 2,255 participants in North Carolina, 2.8x the typical North Carolina plan (state average ~819 per filing). Assets: $83M.

#9,088
in Retail Trade (9,519 peers)
-8.1%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carolina Dealerships, Inc. 401(k) Plan's outsized position by total assets

Carolina Dealerships, Inc. 401(k) Plan vs every filed plan by assets

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

$82,619,406 Top 8% higher than 92% 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 Dealerships, Inc. 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. Carolina Dealerships, Inc. 401(k) Plan lands in the large band (2,255 participants).

Form 5500 schedule snapshot

Filing strip 200465434 · Carolina Dealerships Inc. PY 2022 · 401(k)

Carolina Dealerships, Inc. 401(k) Plan · $83M · 2,255 · 92nd

  • VS-ST $83M
  • BOY 2,255
  • SCH 92nd
  • EBSA 401(k)
  • PART near Samsonite Employee Savings Trust
  • TYPE ind #9088

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 →

Carolina Dealerships, Inc. 401(k) Plan in the asset neighbourhood

Eastman & Smith Ltd. Profit Sharing and Savings Plan and TrustEastman & Smith Ltd. Profit …$83MCarolina Dealerships, Inc. 401(k) PlanCarolina Dealerships, Inc. 4…$83MSamsonite Employee Savings TrustSamsonite Employee Savings T…$83MGloballogic Inc. Retirement TrustGloballogic Inc. Retirement …$83MBrandt Holdings Company 401(k) PlanBrandt Holdings Company 401(…$83M
End-of-year total assets ($M) among Carolina Dealerships, Inc. 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)$90M
Net Assets (End of Year)$83M
Net Income-$7M
Employer EIN200465434
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carolina Dealerships Inc.)

Sponsor-wide plan assets over time

All Carolina Dealerships Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$112M 35.85680584534824% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $82.6M $112M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 2,255 $83M
2023 1 2,447 $98M
2024 1 2,789 $112M

Nearby 401(k) Plans in North Carolina

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

Carolina Dealerships, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Carolina Dealerships, Inc. 401(k) Plan, Total assets ($B): 0.082619406 · Participants: 2255Carolina Dealerships, Inc. 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
Carolina Dealerships, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carolina Dealerships, Inc. 401(k) Plan side-by-side with 3 peers →

Carolina Dealerships, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Samsonite Employee Savings Trust in NJ ($83M); by covered participants it is Learfield Img College 401(k) Retirement Plan in MO (2,255 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($83M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,255 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 Dealerships, Inc. 401(k) Plan assets move in 2022? ▼
Carolina Dealerships, Inc. 401(k) Plan pulled back noticeably - down 8.1% during 2022, from $90M to $83M. Reported net income was -$7M.
How have Carolina Dealerships Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolina Dealerships Inc.'s sponsor-wide assets grew 35.9%, from $83M to $112M.
Where does Carolina Dealerships, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Carolina Dealerships, Inc. 401(k) Plan ranks in the 92nd 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 Carolina Dealerships, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Samsonite Employee Savings Trust in NJ ($83M, 831 participants).
Which 401(k) plans cover a similar participant headcount to Carolina Dealerships, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Learfield Img College 401(k) Retirement Plan in MO (2,255 participants, $140M 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 200465434.

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.