401(k) · DOL Form 5500 · 2023
Carolina Eye Associates, P.a. 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 248
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $112,474
- Avg per participant Below avg balance/head
Official DOL plan name: Carolina Eye Retirement Savings Plan & Money Purchase Plan · Sponsored by Carolina Eye Associates, P.a. · North Carolina · Healthcare & Social Assistance
$28M in assets, 248 participants
Carolina Eye Associates, P.a.'s Carolina Eye Retirement Savings Plan & Money Purchase Plan reported $28M in total assets and 248 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #14,416 in Healthcare & Social Assistance (17,684 peers)
Coverage in North Carolina
Carolina Eye Retirement Savings Plan & Money Purchase Plan covers 248 participants in North Carolina, about 30% of the average North Carolina filer (state average ~819 per filing). Assets: $28M.
- #14,416
- in Healthcare & Social Assistance (17,684 peers)
- +22.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Carolina Eye Retirement Savings Plan & Money Purchase Plan's outsized position by total assets
Carolina Eye Retirement Savings Plan & Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,893,661 Top 22% higher than 78% 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 Eye Retirement Savings Plan & Money Purchase 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. Carolina Eye Retirement Savings Plan & Money Purchase Plan sits mid-pack in the medium band (248 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carolina Eye Retirement Savings Plan & Money Purchase Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Carolina Eye Retirement Savings Plan & Money Purchase Plan end-of-year assets rose from $23M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Carolina Eye Retirement Savings Plan & Money Purchase Plan reported participants rose from 224 in the plan year 2022 filing to 248 in the plan year 2023 filing.
DOL schedule card
Filing strip 561183309 · Carolina Eye Associates, P.a. PY 2023 · 401(k)
Carolina Eye Retirement Savings Plan & Money Purchase Plan · $28M · 248 · 78th
- NET $28M
- NET 248
- NET 78th
- NET 401(k)
- NET near Elsa LLC 401(k) Savings and Profit Sharing Retirement Plan
- NET ind #14416
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 →
Carolina Eye Retirement Savings Plan & Money Purchase Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $5M |
| Employer EIN | 561183309 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carolina Eye Associates, P.a.)
Sponsor-wide plan assets over time
All Carolina Eye Associates, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 34.83762001831404% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 224 | $23M |
| 2023 | 1 | 248 | $28M |
| 2024 | 1 | 266 | $31M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Carolina Eye Retirement Savings Plan & Money Purchase Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Elsa LLC 401(k) Savings and Profit Sharing Retirement Plan in IN ($28M); by covered participants it is Teal's Management Group, Inc. 401(k) Plan in MN (248 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (248 participants); asset peers above are excluded.
- Teal's Management Group, Inc. 401(k) Plan (MN) 248 · 0 off
- Exotic Rubber & Plastics Corp. 401(k) Plan (MI) 248 · 0 off
- Good Samaritan Hospital Association 401(k) Plan (ND) 248 · 0 off
- Coastal Vineyard Services, Inc 401(k) Plan (CA) 248 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.