401(k) · DOL Form 5500 · 2023
Carolina Cove Capital Corp 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $3.0M
- Avg per participant High balance/head
Official DOL plan name: Carolina Cove Capital Retirement Plan · Sponsored by Carolina Cove Capital Corp · South Carolina · Manufacturing
$3M in assets, 1 participants
Carolina Cove Capital Corp's Carolina Cove Capital Retirement Plan reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #3,607 in Manufacturing (18,722 peers)
Carolina Cove Capital Corp multi-year trail
Carolina Cove Capital Corp's plans moved -79.7% in assets from 2022 to 2024; this filing shows Carolina Cove Capital Retirement Plan at $3M / 1 participant.
- #3,607
- in Manufacturing (18,722 peers)
- +19.6%
- assets growth YoY
Carolina Cove Capital Retirement Plan's mid-pack asset rank among Manufacturing and all filers
Carolina Cove Capital Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,028,331 36th percentile higher than 36% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Carolina Cove Capital 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. Carolina Cove Capital Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carolina Cove Capital Retirement Plan reported net income fell from $2M in the plan year 2022 filing to $497K in the plan year 2023 filing.
- Carolina Cove Capital Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
DOL schedule card
Filing strip 873012094 · Carolina Cove Capital Corp PY 2023 · 401(k)
Carolina Cove Capital Retirement Plan · $3M · 1 · 36th
- TYPE $3M
- TYPE 1
- TYPE 36th
- TYPE 401(k)
- TYPE near Brooklin Boat Yard, Inc. Employee Stock Ownership 401(k) Plan
- TYPE ind #3607
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 Manufacturing retirement plans → · Plans in South Carolina →
Carolina Cove Capital Retirement Plan in the asset neighbourhood
Carolina Cove Capital Corp multi-year asset trail
Sponsor-wide plan assets over time
All Carolina Cove Capital Corp plans reported in each filing year
- Latest sponsor-wide plan assets
- $513K 79.7366000135089% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $3M |
| 2023 | 1 | 1 | $3M |
| 2024 | 1 | 1 | $513K |
Carolina Cove Capital Corp filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $497K |
| Employer EIN | 873012094 |
| Plan Effective Date | 2021-10-08 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.1B · 14,439
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.5B · 8,661
- Sonoco Retirement & Savings Plan $1.6B · 11,311
- Sonoco Retirement & Savings Plan $1.3B · 10,614
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.3B · 11,348
Carolina Cove Capital Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Brooklin Boat Yard, Inc. Employee Stock Ownership 401(k) Plan in ME ($3M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). 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 (1 participant); asset peers above are excluded.
- Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
- Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
- Armo 401(k) Trust (NJ) 1 · 0 off
- Provencio Enterprises Retirement Plan (TX) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.