401(k) · DOL Form 5500 · 2022

Carolina Bank & Trust Company 401(k) Plan

Q: Which 401(k) plans are similar in size to Carolina Bank & Trust Company Profit Sharing and 401(k) Plan?

Among 401(k) plans in other states, the closest by assets is Associated Administrators LLC 401(k) Ps Plan in MD ($8M, 188 participants).

Q: Which 401(k) plans cover a similar participant headcount to Carolina Bank & Trust Company Profit Sharing and 401(k) Plan?

Among 401(k) plans in other states, the closest by covered participants is First Choice Bank 401(k) Profit Sharing Plan in CA (102 participants, N/A in assets).

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 102
Participants Small participant base: 61st
Percentile by assets National rank: $82,571
Avg per participant Below avg balance/head

PlainRetire home → About this data

Official DOL plan name: Carolina Bank & Trust Company Profit Sharing and 401(k) Plan · Sponsored by Carolina Bank & Trust Company · South Carolina · Finance & Insurance

$8M in assets, 102 participants

Carolina Bank & Trust Company's Carolina Bank & Trust Company Profit Sharing and 401(k) Plan reported $8M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

#4,146 in Finance & Insurance (9,261 peers)

Coverage in South Carolina

Carolina Bank & Trust Company Profit Sharing and 401(k) Plan covers 102 participants in South Carolina, about 28% of the average South Carolina filer (state average ~369 per filing). Assets: $8M.

#4,146
in Finance & Insurance (9,261 peers): -12.5%
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.

Carolina Bank & Trust Company Profit Sharing and 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Carolina Bank & Trust Company Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$8,422,244 Top 39% higher than 61% 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 Bank & Trust Company Profit Sharing and 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. Carolina Bank & Trust Company Profit Sharing and 401(k) Plan sits mid-pack in the medium band (102 participants).

Micro (1-10) 37,406 filings (26%) Small (11-100) 30,574 filings (21%) Medium (101-1,000) 63,709 filings (45%) Large (1,001-10,000) 9,970 filings (7%) Mega (10,000+) 1,298 filings (<1%)

Plan-year Form 5500 strip

Filing strip 570294574 · Carolina Bank & Trust Company PY 2022 · 401(k)

Carolina Bank & Trust Company Profit Sharing and 401(k) Plan · $8M · 102 · 61st

VS-ST $8M
VS-ST 102
VS-ST 61st
VS-ST 401(k)
VS-ST near Associated Administrators LLC 401(k) Ps Plan
VS-ST ind #4146

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 Finance & Insurance retirement plans → · Plans in South Carolina →

End-of-year total assets ($M) among Carolina Bank & Trust Company Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

South Carolina filing particulars

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$8M
Net Income	-$1M
Employer EIN	570294574
Plan Effective Date	1968-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Carolina Bank & Trust Company Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants

Michelin 401(k) Savings Plan $3.6B · 13,708
The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.2B · 7,829
Sonoco Retirement & Savings Plan $1.2B · 9,714
The Milliken Retirement Plan $1.2B · 6,185
Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.1B · 11,881

Compare Carolina Bank & Trust Company Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Carolina Bank & Trust Company Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Associated Administrators LLC 401(k) Ps Plan in MD ($8M); by covered participants it is First Choice Bank 401(k) Profit Sharing Plan in CA (102 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Associated Administrators LLC 401(k) Ps Plan (MD) $8M · 188
Cts Cement Manufacturing Corporation 401(k) Plan (CA) $8M · 217
Walborsky Bradley & Fleming, PLLC Profit Sharing Plan (FL) $8M · 22
Klaris, Thomson, & Schroeder, Inc. 401(k) Plan (CA) $8M · 13

Similar participant headcount

Nearest other-state filings by covered participants (102 participants); asset peers above are excluded.

First Choice Bank 401(k) Profit Sharing Plan (CA) 102 · 0 off
Develey USA 401(k) Plan (TN) 102 · 0 off
Kahuku Medical Center 401(k) Plan (HI) 102 · 0 off
Subzero Constructors, Inc. Employee Savings Plan (CA) 102 · 0 off

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 Bank & Trust Company Profit Sharing and 401(k) Plan assets move in 2022? ▼

Carolina Bank & Trust Company Profit Sharing and 401(k) Plan pulled back noticeably - down 12.5% during 2022, from $10M to $8M. Reported net income was -$1M.

Which 401(k) plans are similar in size to Carolina Bank & Trust Company Profit Sharing and 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Associated Administrators LLC 401(k) Ps Plan in MD ($8M, 188 participants).

Which 401(k) plans cover a similar participant headcount to Carolina Bank & Trust Company Profit Sharing and 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is First Choice Bank 401(k) Profit Sharing Plan in CA (102 participants, N/A 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 570294574.