401(k) · DOL Form 5500 · 2023

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: 85
Participants Small participant base: 33rd
Percentile by assets National rank: $28,618
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, 85 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 85 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

#3,749 in Retail Trade (8,414 peers)

Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge multi-year trail

Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge's plans moved +42.8% in assets from 2022 to 2023; this filing shows Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(k) Plan at $2M / 85 participants.

#3,749
in Retail Trade (8,414 peers): +20.5%
assets growth YoY

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 2023 · DOL Form 5500

$2,432,540 33rd percentile higher than 33% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

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

Plan-year 2023 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 is a small filing (85 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $431K in the plan year 2023 filing.
Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(k) Plan reported participants fell from 110 in the plan year 2022 filing to 85 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 113686670 · Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge PY 2023 · 401(k)

Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(k) Plan · $2M · 85 · 33rd

NET $2M
BOOK 85
VS-ST 33rd
BOY 401(k)
SCH near Roco Management 401(k) Plan
EBSA ind #3749

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 →

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 2023.

Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge multi-year asset trail

Latest sponsor-wide plan assets: $2M 42.77840744677667% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	110	$2M
2023	1	85	$2M

Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$431K
Employer EIN	113686670
Plan Effective Date	2008-02-11
Filing Status	FILING RECEIVED

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

The Bank of America 401(k) Plan $54.8B · 173,899
Honeywell 401(k) Plan $15.4B · 40,004
Duke Energy Retirement Savings Plan $10.4B · 28,121
Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174

Compare Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(k) Plan side-by-side with 3 peers →

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 Roco Management 401(k) Plan in MI ($2M); by covered participants it is Jones Energy, LLC Profit Sharing Plan in OK (85 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Roco Management 401(k) Plan (MI) $2M · 146
Bright Eyes Employees 401(k) Profit Sharing Plan and Trust (MD) $2M · 141
Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust (IL) $2M · 13
Rosen's Diversified Union Employees 401(k) Retirement Plan (MN) $2M · 450

Similar participant headcount

Nearest other-state filings by covered participants (85 participants); asset peers above are excluded.

Jones Energy, LLC Profit Sharing Plan (OK) 85 · 0 off
Alkahest, Inc. 401(k) Plan (CA) 85 · 0 off
Medly Health Inc. 401(k) Plan (DE) 85 · 0 off
Prometheus Biosciences, Inc. 401(k) Plan (CA) 85 · 0 off

DOL Form 5500 plan year 2023. 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 2023? ▼

Tt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(k) Plan grew sharply - up 20.5% during 2023, from $2M to $2M. Reported net income was $431K.

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 Roco Management 401(k) Plan in MI ($2M, 146 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 Jones Energy, LLC Profit Sharing Plan in OK (85 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 113686670.