401(k) · DOL Form 5500 · 2023

Carolina Conceptions, P.a. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
18
Participants Small participant base
40th
Percentile by assets National rank
$213,623
Avg per participant Above avg balance/head
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Official DOL plan name: Carolina Conceptions Retirement Plan · Sponsored by Carolina Conceptions, P.a. · North Carolina · Healthcare & Social Assistance

$4M in assets, 18 participants

Carolina Conceptions, P.a.'s Carolina Conceptions Retirement Plan reported $4M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,415 in Healthcare & Social Assistance (17,684 peers)

Carolina Conceptions, P.a. multi-year trail

Carolina Conceptions, P.a.'s plans moved +78.8% in assets from 2022 to 2024; this filing shows Carolina Conceptions Retirement Plan at $4M / 18 participants.

#7,415
in Healthcare & Social Assistance (17,684 peers)
+40.2%
assets growth YoY

Carolina Conceptions Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Carolina Conceptions Retirement Plan vs every filed plan by assets

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

$3,845,218 40th percentile higher than 40% 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 Conceptions Retirement 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 Conceptions Retirement Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carolina Conceptions Retirement Plan reported net income rose from -$411K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Carolina Conceptions Retirement Plan reported participants rose from 12 in the plan year 2022 filing to 18 in the plan year 2023 filing.
  • Carolina Conceptions Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 201381993 · Carolina Conceptions, P.a. PY 2023 · 401(k)

Carolina Conceptions Retirement Plan · $4M · 18 · 40th

  • IND $4M
  • IND 18
  • IND 40th
  • IND 401(k)
  • IND near Stran Technologies 401(k) Plan
  • IND ind #7415

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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →

Carolina Conceptions Retirement Plan in the asset neighbourhood

Carolina Conceptions Retirement PlanCarolina Conceptions Retirem…$4MStran Technologies 401(k) PlanStran Technologies 401(k) Pl…$4MJulius Silvert, Inc. 401(k) Profit Sharing Plan and TrustJulius Silvert, Inc. 401(k) …$4MThe Macurn Consulting Group 401(k) PlanThe Macurn Consulting Group …$4MLaguna Clay Company 401(k) Retirement PlanLaguna Clay Company 401(k) R…$4M
End-of-year total assets ($M) among Carolina Conceptions Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carolina Conceptions, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Carolina Conceptions, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 78.82760119104904% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.74M $4.91M ▲ +79.2%
Year Plans Participants Total Assets
2022 1 12 $3M
2023 1 18 $4M
2024 1 30 $5M

Carolina Conceptions, P.a. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN201381993
Plan Effective Date2008-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Carolina Conceptions Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Carolina Conceptions Retirement Plan, Total assets ($B): 0.003845218 · Participants: 18Carolina Conceptions Retirement 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 Conceptions Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carolina Conceptions Retirement Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Stran Technologies 401(k) Plan in CT ($4M); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Conceptions Retirement Plan assets move in 2023? ▼
Carolina Conceptions Retirement Plan surged - up 40.2% during 2023, from $3M to $4M. Reported net income was $1M.
How have Carolina Conceptions, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolina Conceptions, P.a.'s sponsor-wide assets grew 78.8%, from $3M to $5M.
Which 401(k) plans are similar in size to Carolina Conceptions Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stran Technologies 401(k) Plan in CT ($4M, 56 participants).
Which 401(k) plans cover a similar participant headcount to Carolina Conceptions Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants, $3M 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 201381993.

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.