401(k) · DOL Form 5500 · 2023

Uwharrie Capital Corp 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
192
Participants Below avg headcount
80th
Percentile by assets National rank
$162,084
Avg per participant Above avg balance/head
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Official DOL plan name: Uwharrie Capital Corp Employees 401(k) Retirement Plan · Sponsored by Uwharrie Capital Corp · North Carolina · Finance & Insurance

$31M in assets, 192 participants

Uwharrie Capital Corp's Uwharrie Capital Corp Employees 401(k) Retirement Plan reported $31M in total assets and 192 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,122 in Finance & Insurance (8,869 peers)

Coverage in North Carolina

Uwharrie Capital Corp Employees 401(k) Retirement Plan covers 192 participants in North Carolina, about 23% of the average North Carolina filer (state average ~819 per filing). Assets: $31M.

#6,122
in Finance & Insurance (8,869 peers)
+15.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Uwharrie Capital Corp Employees 401(k) Retirement Plan's outsized position by total assets

Uwharrie Capital Corp Employees 401(k) Retirement Plan vs every filed plan by assets

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

$31,120,129 Top 20% higher than 80% 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

Uwharrie Capital Corp Employees 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Uwharrie Capital Corp Employees 401(k) Retirement Plan sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Uwharrie Capital Corp Employees 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Uwharrie Capital Corp Employees 401(k) Retirement Plan end-of-year assets rose from $27M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 561814206 · Uwharrie Capital Corp PY 2023 · 401(k)

Uwharrie Capital Corp Employees 401(k) Retirement Plan · $31M · 192 · 80th

  • BOY $31M
  • BOY 192
  • BOY 80th
  • BOY 401(k)
  • BOY near Gem State Radiology Profit Sharing Plan
  • BOY ind #6122

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 Finance & Insurance retirement plans → · Plans in North Carolina →

Uwharrie Capital Corp Employees 401(k) Retirement Plan in the asset neighbourhood

Uwharrie Capital Corp Employees 401(k) Retirement PlanUwharrie Capital Corp Employ…$31MGem State Radiology Profit Sharing PlanGem State Radiology Profit S…$31MPro Resources Retirement Savings PlanPro Resources Retirement Sav…$31MSenior Lifestyle Corporation 401(k) Retirement PlanSenior Lifestyle Corporation…$31MHighmark Residential 401(k) PlanHighmark Residential 401(k) …$31M
End-of-year total assets ($M) among Uwharrie Capital Corp Employees 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$31M
Net Income$4M
Employer EIN561814206
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Uwharrie Capital Corp)

Sponsor-wide plan assets over time

All Uwharrie Capital Corp plans reported in each filing year

Latest sponsor-wide plan assets
$32M 19.594399460751447% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $26.9M $32.1M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 192 $27M
2023 1 192 $31M
2024 1 191 $32M

Nearby 401(k) Plans in North Carolina

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

Uwharrie Capital Corp Employees 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Uwharrie Capital Corp Employees 401(k) Retirement Plan, Total assets ($B): 0.031120129 · Participants: 192Uwharrie Capital Corp Employees 401(k) 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
Uwharrie Capital Corp Employees 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Uwharrie Capital Corp Employees 401(k) Retirement Plan side-by-side with 3 peers →

Uwharrie Capital Corp Employees 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Gem State Radiology Profit Sharing Plan in ID ($31M); by covered participants it is T Enterprises 401(k) Plan in MS (192 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (192 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 Uwharrie Capital Corp Employees 401(k) Retirement Plan assets move in 2023? ▼
Uwharrie Capital Corp Employees 401(k) Retirement Plan grew sharply - up 15.8% during 2023, from $27M to $31M. Reported net income was $4M.
How have Uwharrie Capital Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Uwharrie Capital Corp's sponsor-wide assets grew 19.6%, from $27M to $32M.
Where does Uwharrie Capital Corp Employees 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Uwharrie Capital Corp Employees 401(k) Retirement Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Uwharrie Capital Corp Employees 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gem State Radiology Profit Sharing Plan in ID ($31M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Uwharrie Capital Corp Employees 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T Enterprises 401(k) Plan in MS (192 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 561814206.

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.