401(k) · DOL Form 5500 · 2023

Carson-Dellosa Publishing, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
95
Participants Small participant base
57th
Percentile by assets National rank
$96,145
Avg per participant Below avg balance/head
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Official DOL plan name: Carson-Dellosa Publishing, LLC 401(k) Profit Sharing Plan · Sponsored by Carson-Dellosa Publishing, LLC · North Carolina · Manufacturing

$9M in assets, 95 participants

Carson-Dellosa Publishing, LLC's Carson-Dellosa Publishing, LLC 401(k) Profit Sharing Plan reported $9M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #7,921 in Manufacturing (18,722 peers)

What the 2023 filing shows

Carson-Dellosa Publishing, LLC 401(k) Profit Sharing Plan holds $9M for 95 participants - about $96,145 per participant, above the median plan by assets.

#7,921
in Manufacturing (18,722 peers)
+4.4%
assets growth YoY

Carson-Dellosa Publishing, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Carson-Dellosa Publishing, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,133,773 Top 43% higher than 57% 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

Carson-Dellosa Publishing, LLC 401(k) 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. Carson-Dellosa Publishing, LLC 401(k) Profit Sharing Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carson-Dellosa Publishing, LLC 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $382K in the plan year 2023 filing.
  • Carson-Dellosa Publishing, LLC 401(k) Profit Sharing Plan reported participants fell from 116 in the plan year 2022 filing to 95 in the plan year 2023 filing.
  • Carson-Dellosa Publishing, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 270645872 · Carson-Dellosa Publishing, LLC PY 2023 · 401(k)

Carson-Dellosa Publishing, LLC 401(k) Profit Sharing Plan · $9M · 95 · 57th

  • BOY $9M
  • BOY 95
  • BOY 57th
  • BOY 401(k)
  • BOY near North Bay Distribution, Inc. Employee Stock Ownership Plan
  • BOY ind #7921

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 North Carolina →

Carson-Dellosa Publishing, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Carson-Dellosa Publishing, LLC 401(k) Profit Sharing PlanCarson-Dellosa Publishing, L…$9MNorth Bay Distribution, Inc. Employee Stock Ownership PlanNorth Bay Distribution, Inc.…$9MJ.B. Sullivan, Inc. Retirement PlanJ.B. Sullivan, Inc. Retireme…$9MMaple Donuts, Inc. 401(k) Retirement PlanMaple Donuts, Inc. 401(k) Re…$9MFamily Medical Center Retirement and 401(k) PlanFamily Medical Center Retire…$9M
End-of-year total assets ($M) among Carson-Dellosa Publishing, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$382K
Employer EIN270645872
Plan Effective Date1979-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carson-Dellosa Publishing, LLC)

Sponsor-wide plan assets over time

All Carson-Dellosa Publishing, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M 202220232024 $8.75M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 116 $9M
2023 1 95 $9M
2024 1 81 N/A

Nearby 401(k) Plans in North Carolina

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

Carson-Dellosa Publishing, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Carson-Dellosa Publishing, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.009133773 · Participants: 95Carson-Dellosa Publishing, LLC 401(k) 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
Carson-Dellosa Publishing, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carson-Dellosa Publishing, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Carson-Dellosa Publishing, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is North Bay Distribution, Inc. Employee Stock Ownership Plan in CA ($9M); by covered participants it is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Carson-Dellosa Publishing, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Carson-Dellosa Publishing, LLC 401(k) Profit Sharing Plan edged up modestly - up 4.4% during 2023, from $9M to $9M. Reported net income was $382K.
Which 401(k) plans are similar in size to Carson-Dellosa Publishing, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is North Bay Distribution, Inc. Employee Stock Ownership Plan in CA ($9M, 249 participants).
Which 401(k) plans cover a similar participant headcount to Carson-Dellosa Publishing, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants, $3M 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 270645872.

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.