401(k) · DOL Form 5500 · 2022

Employee Retirement Plan 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
200
Participants Below avg headcount
65th
Percentile by assets National rank
$50,484
Avg per participant Low balance/head
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Official DOL plan name: Employee Retirement Plan · Sponsored by Employee Retirement Plan · North Carolina · Professional & Technical Services

$10M in assets, 200 participants

Employee Retirement Plan's Employee Retirement Plan reported $10M in total assets and 200 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,763 in Professional & Technical Services (21,562 peers)

Coverage in North Carolina

Employee Retirement Plan covers 200 participants in North Carolina, about 24% of the average North Carolina filer (state average ~819 per filing). Assets: $10M.

#13,763
in Professional & Technical Services (21,562 peers)
-12.7%
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.

Employee Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Employee Retirement Plan vs every filed plan by assets

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

$10,096,852 Top 35% higher than 65% 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

Employee Retirement 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. Employee Retirement Plan sits mid-pack in the medium band (200 participants).

EBSA filing schedule strip

Filing strip 562198687 · Employee Retirement Plan PY 2022 · 401(k)

Employee Retirement Plan · $10M · 200 · 65th

  • PCT $10M
  • PCT 200
  • PCT 65th
  • PCT 401(k)
  • PCT near Mersino Dewatering, LLC 401(k) Plan
  • PCT ind #13763

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Employee Retirement Plan in the asset neighbourhood

Employee Retirement Plan$10MMersino Dewatering, LLC 401(k) PlanMersino Dewatering, LLC 401(…$10MGeneral Distributing Company 401(k) Profit Sharing PlanGeneral Distributing Company…$10MRiver Garden 401(k) Profit Sharing PlanRiver Garden 401(k) Profit S…$10MVertek Corporation 401(k) Savings PlanVertek Corporation 401(k) Sa…$10M
End-of-year total assets ($M) among Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN562198687
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Employee Retirement Plan)

Sponsor-wide plan assets over time

All Employee Retirement Plan plans reported in each filing year

Latest sponsor-wide plan assets
$16M 57.93255165075214% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.1M $16M ▲ +57.9%
Year Plans Participants Total Assets
2022 1 200 $10M
2023 1 220 $14M
2024 1 182 $16M

Nearby 401(k) Plans in North Carolina

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

Employee Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Employee Retirement Plan, Total assets ($B): 0.010096852 · Participants: 200Employee Retirement 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
Employee Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Employee Retirement Plan side-by-side with 3 peers →

Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Mersino Dewatering, LLC 401(k) Plan in MI ($10M); by covered participants it is D & D Gear, Inc. 401(k) Profit Sharing Plan in CA (200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (200 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 Employee Retirement Plan assets move in 2022? ▼
Employee Retirement Plan pulled back noticeably - down 12.7% during 2022, from $12M to $10M. Reported net income was -$1M.
How have Employee Retirement Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Employee Retirement Plan's sponsor-wide assets grew 57.9%, from $10M to $16M.
Which 401(k) plans are similar in size to Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mersino Dewatering, LLC 401(k) Plan in MI ($10M, 293 participants).
Which 401(k) plans cover a similar participant headcount to Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is D & D Gear, Inc. 401(k) Profit Sharing Plan in CA (200 participants, $22M 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 562198687.

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.