401(k) · DOL Form 5500 · 2022

Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
110
Participants Small participant base
31st
Percentile by assets National rank
$15,488
Avg per participant Low balance/head
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Official DOL plan name: Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(k) Plan · Sponsored by Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge · North Carolina · Retail Trade

$2M in assets, 110 participants

Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge's Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(k) Plan reported $2M in total assets and 110 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #3,914 in Retail Trade (9,519 peers)

Coverage in North Carolina

Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(k) Plan covers 110 participants in North Carolina, about 13% of the average North Carolina filer (state average ~819 per filing). Assets: $2M.

#3,914
in Retail Trade (9,519 peers)
-41.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(k) Plan among the smaller filed plans by assets

Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(k) Plan vs every filed plan by assets

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

$1,703,717 31st percentile higher than 31% 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

Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 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. Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(k) Plan sits mid-pack in the medium band (110 participants).

Plan-year Form 5500 strip

Filing strip 113686670 · Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge PY 2022 · 401(k)

Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(k) Plan · $2M · 110 · 31st

  • BOY $2M
  • BOY 110
  • BOY 31st
  • BOY 401(k)
  • BOY near Hill Country Transit District 401(k) Plan
  • BOY ind #3914

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 →

Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(k) Plan in the asset neighbourhood

Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(k) PlanTt of Lake Norman, LLC Dba L…$2MHill Country Transit District 401(k) PlanHill Country Transit Distric…$2MHealth Gorilla Inc 401(k) PlanHealth Gorilla Inc 401(k) Pl…$2MCf Kent 401(k) Plan$2MFordyce 401(k) and Profit Sharing PlanFordyce 401(k) and Profit Sh…$2M
End-of-year total assets ($M) among Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 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)$3M
Net Assets (End of Year)$2M
Net Income-$1M
Employer EIN113686670
Plan Effective Date2008-02-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge)

Sponsor-wide plan assets over time

All Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge plans reported in each filing year

Latest sponsor-wide plan assets
$2M 42.77840744677667% vs 2022
2023 filing year
$1.5M$2M$2.5M$3M 20222023 $1.7M $2.43M ▲ +42.9%
Year Plans Participants Total Assets
2022 1 110 $2M
2023 1 85 $2M

Nearby 401(k) Plans in North Carolina

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

Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(k) Plan, Total assets ($B): 0.001703717 · Participants: 110Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 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
Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Hill Country Transit District 401(k) Plan in TX ($2M); by covered participants it is Mahajan Therapeutics, Llc401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(k) Plan assets move in 2022?
Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(k) Plan contracted severely - down 41.4% during 2022, from $3M to $2M. Reported net income was -$1M.
How have Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge plan assets changed over time?
Across 2 plan years on file (2022-2023), Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge's sponsor-wide assets grew 42.8%, from $2M to $2M.
Which 401(k) plans are similar in size to Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Hill Country Transit District 401(k) Plan in TX ($2M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Mahajan Therapeutics, Llc401(k) Plan in OH (110 participants, N/A in assets).