401(k) · DOL Form 5500 · 2023
Surratt Thompson & Ceberio, PLLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $576,915
- Avg per participant High balance/head
Official DOL plan name: Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan · Sponsored by Surratt Thompson & Ceberio, PLLC · North Carolina · Professional & Technical Services
$2M in assets, 3 participants
Surratt Thompson & Ceberio, PLLC's Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan reported $2M in total assets and 3 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.
- #4,968 in Professional & Technical Services (20,321 peers)
Surratt Thompson & Ceberio, PLLC multi-year trail
Surratt Thompson & Ceberio, PLLC's plans moved +14.3% in assets from 2022 to 2024; this filing shows Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan at $2M / 3 participants.
- #4,968
- in Professional & Technical Services (20,321 peers)
- -0.9%
- assets change YoY
The plan reported a net loss of $16K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan among the smaller filed plans by assets
Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,730,746 29th percentile higher than 29% 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
Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan reported net income rose from -$195K in the plan year 2022 filing to -$16K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 260026841 · Surratt Thompson & Ceberio, PLLC PY 2023 · 401(k)
Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan · $2M · 3 · 29th
- BOOK $2M
- VS-ST 3
- BOY 29th
- SCH 401(k)
- EBSA near Auralcare Hearing Centers of America
- PART ind #4968
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 →
Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan in the asset neighbourhood
Surratt Thompson & Ceberio, PLLC multi-year asset trail
Sponsor-wide plan assets over time
All Surratt Thompson & Ceberio, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 14.31792727031193% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 2 | $2M |
Surratt Thompson & Ceberio, PLLC filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$16K |
| Employer EIN | 260026841 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Surratt Thompson & Ceberio, PLLC 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 Auralcare Hearing Centers of America in UT ($2M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
- Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
- Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
- J K B Solutions Retirement Plan (TX) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.