401(k) · DOL Form 5500 · 2023

Porch Conversion of Charlotte Inc 401(k) Plan

Data updated 2026-08-25

$561K
Total assets Small plan by assets
1
Participants Small participant base
19th
Percentile by assets National rank
$560,501
Avg per participant High balance/head
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Official DOL plan name: Porch Conversion of Charlotte Retirement Plan · Sponsored by Porch Conversion of Charlotte Inc · North Carolina · Construction

$561K in assets, 1 participants

Porch Conversion of Charlotte Inc's Porch Conversion of Charlotte Retirement Plan reported $561K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,566 in Construction (9,030 peers)

Porch Conversion of Charlotte Inc multi-year trail

Porch Conversion of Charlotte Inc's plans moved -99.9% in assets from 2022 to 2024; this filing shows Porch Conversion of Charlotte Retirement Plan at $561K / 1 participant.

#1,566
in Construction (9,030 peers)
-6.7%
assets change YoY

The plan reported a net loss of $40K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Porch Conversion of Charlotte Retirement Plan among the smaller filed plans by assets

Porch Conversion of Charlotte Retirement Plan vs every filed plan by assets

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

$560,501 19th percentile higher than 19% 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

Porch Conversion of Charlotte Retirement 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. Porch Conversion of Charlotte Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Porch Conversion of Charlotte Retirement Plan end-of-year assets fell from $601K in the plan year 2022 filing to $561K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 473654090 · Porch Conversion of Charlotte Inc PY 2023 · 401(k)

Porch Conversion of Charlotte Retirement Plan · $561K · 1 · 19th

  • 5500 $561K
  • ASSETS 1
  • PCT 19th
  • EIN 401(k)
  • RANK near Bottle & Brew, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #1566

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 Construction retirement plans → · Plans in North Carolina →

Porch Conversion of Charlotte Retirement Plan in the asset neighbourhood

Porch Conversion of Charlotte Retirement PlanPorch Conversion of Charlott…$561KBottle & Brew, Inc. 401(k) Profit Sharing PlanBottle & Brew, Inc. 401(k) P…$561KYoussi Real Estate & Development, Inc. 401(k) Profit Sharing PlanYoussi Real Estate & Develop…$560KLightfoot, Inc. 401(k) Plan$560KProfessional Transportation 401(k) PlanProfessional Transportation …$561K
End-of-year total assets ($M) among Porch Conversion of Charlotte Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Porch Conversion of Charlotte Inc multi-year asset trail

Sponsor-wide plan assets over time

All Porch Conversion of Charlotte Inc plans reported in each filing year

Latest sponsor-wide plan assets
$502 99.91640313671418% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.6M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $601K
2023 1 1 $561K
2024 2 2 $502

Porch Conversion of Charlotte Inc filing trail (2023)

Total Assets (Beginning of Year)$601K
Net Assets (End of Year)$561K
Net Income-$40K
Employer EIN473654090
Plan Effective Date2015-06-24
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Porch Conversion of Charlotte Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Porch Conversion of Charlotte Retirement Plan, Total assets ($B): 0.000560501 · Participants: 1Porch Conversion of Charlotte 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
Porch Conversion of Charlotte Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Porch Conversion of Charlotte Retirement Plan side-by-side with 3 peers →

Porch Conversion of Charlotte Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Bottle & Brew, Inc. 401(k) Profit Sharing Plan in MA ($561K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Porch Conversion of Charlotte Retirement Plan assets move in 2023? ▼
Porch Conversion of Charlotte Retirement Plan pulled back noticeably - down 6.7% during 2023, from $601K to $561K. Reported net income was -$40K.
How have Porch Conversion of Charlotte Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Porch Conversion of Charlotte Inc's sponsor-wide assets declined 99.9%, from $601K to $502.
Where does Porch Conversion of Charlotte Retirement Plan rank by assets among Form 5500 filers? ▼
Porch Conversion of Charlotte Retirement Plan ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Porch Conversion of Charlotte Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bottle & Brew, Inc. 401(k) Profit Sharing Plan in MA ($561K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Porch Conversion of Charlotte Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 473654090.

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.