401(k) · DOL Form 5500 · 2023

Carteret Children's Clinic, P.a. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
30
Participants Small participant base
37th
Percentile by assets National rank
$107,314
Avg per participant Below avg balance/head
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Official DOL plan name: Carteret Children's Clinic Retirement Plan · Sponsored by Carteret Children's Clinic, P.a. · North Carolina · Healthcare & Social Assistance

$3M in assets, 30 participants

Carteret Children's Clinic, P.a.'s Carteret Children's Clinic Retirement Plan reported $3M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,727 in Healthcare & Social Assistance (17,684 peers)

Carteret Children's Clinic, P.a. multi-year trail

Carteret Children's Clinic, P.a.'s plans moved +40.1% in assets from 2022 to 2024; this filing shows Carteret Children's Clinic Retirement Plan at $3M / 30 participants.

#6,727
in Healthcare & Social Assistance (17,684 peers)
+23.9%
assets growth YoY

Carteret Children's Clinic Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Carteret Children's Clinic Retirement Plan vs every filed plan by assets

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

$3,219,407 37th percentile higher than 37% 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

Carteret Children's Clinic 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. Carteret Children's Clinic Retirement Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carteret Children's Clinic Retirement Plan reported net income rose from -$277K in the plan year 2022 filing to $620K in the plan year 2023 filing.
  • Carteret Children's Clinic Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Carteret Children's Clinic Retirement Plan reported participants rose from 29 in the plan year 2022 filing to 30 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 561325977 · Carteret Children's Clinic, P.a. PY 2023 · 401(k)

Carteret Children's Clinic Retirement Plan · $3M · 30 · 37th

  • PHOTO $3M
  • IND 30
  • EOY 37th
  • 5500 401(k)
  • ASSETS near Sedera 401(k) Plan
  • PCT ind #6727

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 →

Carteret Children's Clinic Retirement Plan in the asset neighbourhood

Carteret Children's Clinic Retirement PlanCarteret Children's Clinic R…$3MSedera 401(k) Plan$3MArgonaut Food Partners, LLC Retirement PlanArgonaut Food Partners, LLC …$3MOptum Ventures Retirement PlanOptum Ventures Retirement Pl…$3MRsm Holdings, Inc. Retirement PlanRsm Holdings, Inc. Retiremen…$3M
End-of-year total assets ($M) among Carteret Children's Clinic Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carteret Children's Clinic, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Carteret Children's Clinic, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 40.05587024192099% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.6M $3.64M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 29 $3M
2023 1 30 $3M
2024 1 32 $4M

Carteret Children's Clinic, P.a. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$620K
Employer EIN561325977
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Carteret Children's Clinic Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Carteret Children's Clinic Retirement Plan, Total assets ($B): 0.003219407 · Participants: 30Carteret Children's Clinic 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
Carteret Children's Clinic Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carteret Children's Clinic Retirement Plan side-by-side with 3 peers →

Carteret Children's Clinic Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Sedera 401(k) Plan in TX ($3M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Carteret Children's Clinic Retirement Plan assets move in 2023? ▼
Carteret Children's Clinic Retirement Plan grew sharply - up 23.9% during 2023, from $3M to $3M. Reported net income was $620K.
How have Carteret Children's Clinic, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carteret Children's Clinic, P.a.'s sponsor-wide assets grew 40.1%, from $3M to $4M.
Which 401(k) plans are similar in size to Carteret Children's Clinic Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sedera 401(k) Plan in TX ($3M, 81 participants).
Which 401(k) plans cover a similar participant headcount to Carteret Children's Clinic Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants, $4M 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 561325977.

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.