401(k) · DOL Form 5500 · 2023

Heyward-Charlotte Incorporated 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
23
Participants Small participant base
64th
Percentile by assets National rank
$551,340
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heyward-Charlotte Incorporated Profit Sharing Plan · Sponsored by Heyward-Charlotte Incorporated · North Carolina · Wholesale Trade

$13M in assets, 23 participants

Heyward-Charlotte Incorporated's Heyward-Charlotte Incorporated Profit Sharing Plan reported $13M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #3,586 in Wholesale Trade (6,309 peers)

Heyward-Charlotte Incorporated multi-year trail

Heyward-Charlotte Incorporated's plans moved +17.1% in assets from 2022 to 2024; this filing shows Heyward-Charlotte Incorporated Profit Sharing Plan at $13M / 23 participants.

#3,586
in Wholesale Trade (6,309 peers)
+14.7%
assets growth YoY

Heyward-Charlotte Incorporated Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Heyward-Charlotte Incorporated Profit Sharing Plan vs every filed plan by assets

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

$12,680,817 Top 36% higher than 64% 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

Heyward-Charlotte Incorporated Profit Sharing 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. Heyward-Charlotte Incorporated Profit Sharing Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heyward-Charlotte Incorporated Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Heyward-Charlotte Incorporated Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Heyward-Charlotte Incorporated Profit Sharing Plan reported participants fell from 25 in the plan year 2022 filing to 23 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 562114478 · Heyward-Charlotte Incorporated PY 2023 · 401(k)

Heyward-Charlotte Incorporated Profit Sharing Plan · $13M · 23 · 64th

  • NET $13M
  • BOOK 23
  • VS-ST 64th
  • BOY 401(k)
  • SCH near 31-W Insulation Co., Inc. Profit Sharing and Retirement Savings Plan
  • EBSA ind #3586

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 North Carolina →

Heyward-Charlotte Incorporated Profit Sharing Plan in the asset neighbourhood

Heyward-Charlotte Incorporated Profit Sharing PlanHeyward-Charlotte Incorporat…$13M31-W Insulation Co., Inc. Profit Sharing and Retirement Savings Plan31-W Insulation Co., Inc. Pr…$13MM J Engineering and Land Surveying, P.C. 401(k) Profit Sharing PlanM J Engineering and Land Sur…$13MCore One Solutions 401(k) PlanCore One Solutions 401(k) Pl…$13MCcfhs 401(k) Retirement Plan$13M
End-of-year total assets ($M) among Heyward-Charlotte Incorporated Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Heyward-Charlotte Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Heyward-Charlotte Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$13M 17.067448701576215% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $11.1M $12.9M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 25 $11M
2023 1 23 $13M
2024 1 24 $13M

Heyward-Charlotte Incorporated filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN562114478
Plan Effective Date1957-12-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Heyward-Charlotte Incorporated Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Heyward-Charlotte Incorporated Profit Sharing Plan, Total assets ($B): 0.012680817 · Participants: 23Heyward-Charlotte Incorporated Profit Sharing 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
Heyward-Charlotte Incorporated Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Heyward-Charlotte Incorporated Profit Sharing Plan side-by-side with 3 peers →

Heyward-Charlotte Incorporated Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is 31-W Insulation Co., Inc. Profit Sharing and Retirement Savings Plan in TN ($13M); by covered participants it is Tri J Packaging, Inc. Retirement Plan in GA (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Heyward-Charlotte Incorporated Profit Sharing Plan assets move in 2023? ▼
Heyward-Charlotte Incorporated Profit Sharing Plan grew at a solid clip - up 14.7% during 2023, from $11M to $13M. Reported net income was $2M.
How have Heyward-Charlotte Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heyward-Charlotte Incorporated's sponsor-wide assets grew 17.1%, from $11M to $13M.
Which 401(k) plans are similar in size to Heyward-Charlotte Incorporated Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is 31-W Insulation Co., Inc. Profit Sharing and Retirement Savings Plan in TN ($13M, 540 participants).
Which 401(k) plans cover a similar participant headcount to Heyward-Charlotte Incorporated Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tri J Packaging, Inc. Retirement Plan in GA (23 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 562114478.

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.