401(k) · DOL Form 5500 · 2022

Carolina Wholesale Group, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
231
Participants Below avg headcount
74th
Percentile by assets National rank
$70,348
Avg per participant Below avg balance/head
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Official DOL plan name: Carolina Wholesale Group 401(k) Plan · Sponsored by Carolina Wholesale Group, Inc. · Illinois · Wholesale Trade

$16M in assets, 231 participants

Carolina Wholesale Group, Inc.'s Carolina Wholesale Group 401(k) Plan reported $16M in total assets and 231 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,810 in Wholesale Trade (6,843 peers)

Coverage in Illinois

Carolina Wholesale Group 401(k) Plan covers 231 participants in Illinois, about 30% of the average Illinois filer (state average ~779 per filing). Assets: $16M.

#4,810
in Wholesale Trade (6,843 peers)
-17.0%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carolina Wholesale Group 401(k) Plan's outsized position by total assets

Carolina Wholesale Group 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$16,250,424 Top 26% higher than 74% of 139,123 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 2022

Carolina Wholesale Group 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carolina Wholesale Group 401(k) Plan sits mid-pack in the medium band (231 participants).

Plan-year Form 5500 strip

Filing strip 201365612 · Carolina Wholesale Group, Inc. PY 2022 · 401(k)

Carolina Wholesale Group 401(k) Plan · $16M · 231 · 74th

  • BOY $16M
  • SCH 231
  • EBSA 74th
  • PART 401(k)
  • TYPE near Hamill Manufacturing Company 401(k) Profit Sharing Plan
  • NET ind #4810

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 Illinois →

Carolina Wholesale Group 401(k) Plan in the asset neighbourhood

Carolina Wholesale Group 401(k) PlanCarolina Wholesale Group 401…$16MHamill Manufacturing Company 401(k) Profit Sharing PlanHamill Manufacturing Company…$16MNational Employee Management Resources Retirement Savings PlanNational Employee Management…$16MCb Richard Ellis-Raleigh LLC 401(k) PlanCb Richard Ellis-Raleigh LLC…$16MSomerset Capital Group, Ltd 401(k) PlanSomerset Capital Group, Ltd …$16M
End-of-year total assets ($M) among Carolina Wholesale Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN201365612
Plan Effective Date1981-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carolina Wholesale Group, Inc.)

Sponsor-wide plan assets over time

All Carolina Wholesale Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 35.39195038849448% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16.3M $22M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 231 $16M
2023 1 251 $21M
2024 1 204 $22M

Nearby 401(k) Plans in Illinois

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

Carolina Wholesale Group 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Carolina Wholesale Group 401(k) Plan, Total assets ($B): 0.016250424 · Participants: 231Carolina Wholesale Group 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Carolina Wholesale Group 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Carolina Wholesale Group 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Hamill Manufacturing Company 401(k) Profit Sharing Plan in PA ($16M); by covered participants it is Thousandeyes, Inc. 401(k) Retirement Plan in CA (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (231 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carolina Wholesale Group 401(k) Plan assets move in 2022? ▼
Carolina Wholesale Group 401(k) Plan declined sharply - down 17.0% during 2022, from $20M to $16M. Reported net income was -$3M.
How have Carolina Wholesale Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolina Wholesale Group, Inc.'s sponsor-wide assets grew 35.4%, from $16M to $22M.
Which 401(k) plans are similar in size to Carolina Wholesale Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hamill Manufacturing Company 401(k) Profit Sharing Plan in PA ($16M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Carolina Wholesale Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thousandeyes, Inc. 401(k) Retirement Plan in CA (231 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 201365612.

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.