401(k) · DOL Form 5500 · 2023

Carolina Atm Services, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
39
Participants Small participant base
29th
Percentile by assets National rank
$46,005
Avg per participant Low balance/head
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Official DOL plan name: Carolina Atm Services, LLC 401(k) Profit Sharing Plan · Sponsored by Carolina Atm Services, LLC · North Carolina · Wholesale Trade

$2M in assets, 39 participants

Carolina Atm Services, LLC's Carolina Atm Services, LLC 401(k) Profit Sharing Plan reported $2M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,169 in Wholesale Trade (6,309 peers)

Carolina Atm Services, LLC multi-year trail

Carolina Atm Services, LLC's plans moved +164.2% in assets from 2022 to 2024; this filing shows Carolina Atm Services, LLC 401(k) Profit Sharing Plan at $2M / 39 participants.

#1,169
in Wholesale Trade (6,309 peers)
+66.0%
assets growth YoY

Carolina Atm Services, LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Carolina Atm Services, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,794,187 29th percentile higher than 29% of 127,068 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 2023

Carolina Atm Services, LLC 401(k) Profit Sharing 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. Carolina Atm Services, LLC 401(k) Profit Sharing Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carolina Atm Services, LLC 401(k) Profit Sharing Plan reported net income rose from -$688K in the plan year 2022 filing to $713K in the plan year 2023 filing.
  • Carolina Atm Services, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Carolina Atm Services, LLC 401(k) Profit Sharing Plan reported participants rose from 30 in the plan year 2022 filing to 39 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 260379552 · Carolina Atm Services, LLC PY 2023 · 401(k)

Carolina Atm Services, LLC 401(k) Profit Sharing Plan · $2M · 39 · 29th

  • IND $2M
  • IND 39
  • IND 29th
  • IND 401(k)
  • IND near Three Rivers Farm Supply, Inc. 401(k) Profit Sharing Plan & Trust
  • IND ind #1169

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Carolina Atm Services, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Carolina Atm Services, LLC 401(k) Profit Sharing PlanCarolina Atm Services, LLC 4…$2MThree Rivers Farm Supply, Inc. 401(k) Profit Sharing Plan & TrustThree Rivers Farm Supply, In…$2MWest Tennessee Oncology Consultants Safe Harbor 401(k) PlanWest Tennessee Oncology Cons…$2MRiverstone Enterprise, Inc. 401(k) Profit Sharing PlanRiverstone Enterprise, Inc. …$2MMoore Property Services, Inc. 401(k) PlanMoore Property Services, Inc…$2M
End-of-year total assets ($M) among Carolina Atm Services, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carolina Atm Services, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Carolina Atm Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 164.24235079045533% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $1.08M $2.86M ▲ +164.8%
Year Plans Participants Total Assets
2022 1 30 $1M
2023 1 39 $2M
2024 1 23 $3M

Carolina Atm Services, LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$713K
Employer EIN260379552
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Carolina Atm Services, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Carolina Atm Services, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.001794187 · Participants: 39Carolina Atm Services, LLC 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Carolina Atm Services, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carolina Atm Services, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Carolina Atm Services, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Three Rivers Farm Supply, Inc. 401(k) Profit Sharing Plan & Trust in LA ($2M); by covered participants it is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.

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 Carolina Atm Services, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Carolina Atm Services, LLC 401(k) Profit Sharing Plan surged - up 66.0% during 2023, from $1M to $2M. Reported net income was $713K.
How have Carolina Atm Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolina Atm Services, LLC's sponsor-wide assets grew 164.2%, from $1M to $3M.
Which 401(k) plans are similar in size to Carolina Atm Services, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Three Rivers Farm Supply, Inc. 401(k) Profit Sharing Plan & Trust in LA ($2M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Carolina Atm Services, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 participants, N/A 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 260379552.

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.