401(k) · DOL Form 5500 · 2023

Carmel Country Club, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
134
Participants Small participant base
53rd
Percentile by assets National rank
$57,901
Avg per participant Low balance/head
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Official DOL plan name: Carmel Country Club Inc 401(k)Plan · Sponsored by Carmel Country Club, Inc. · North Carolina · Food Services & Accommodation

$8M in assets, 134 participants

Carmel Country Club, Inc.'s Carmel Country Club Inc 401(k)Plan reported $8M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,183 in Food Services & Accommodation (3,828 peers)

Coverage in North Carolina

Carmel Country Club Inc 401(k)Plan covers 134 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $8M.

#3,183
in Food Services & Accommodation (3,828 peers)
+3.4%
assets growth YoY

Carmel Country Club Inc 401(k)Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Carmel Country Club Inc 401(k)Plan vs every filed plan by assets

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

$7,758,686 Top 47% higher than 53% 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

Carmel Country Club Inc 401(k)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. Carmel Country Club Inc 401(k)Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carmel Country Club Inc 401(k)Plan reported net income rose from -$2M in the plan year 2022 filing to $311K in the plan year 2023 filing.
  • Carmel Country Club Inc 401(k)Plan reported participants rose from 121 in the plan year 2022 filing to 134 in the plan year 2023 filing.
  • Carmel Country Club Inc 401(k)Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 560507966 · Carmel Country Club, Inc. PY 2023 · 401(k)

Carmel Country Club Inc 401(k)Plan · $8M · 134 · 53rd

  • NET $8M
  • NET 134
  • NET 53rd
  • NET 401(k)
  • NET near Papa, Inc. 401(k) Plan
  • NET ind #3183

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 Food Services & Accommodation retirement plans → · Plans in North Carolina →

Carmel Country Club Inc 401(k)Plan in the asset neighbourhood

Carmel Country Club Inc 401(k)PlanCarmel Country Club Inc 401(…$8MPapa, Inc. 401(k) Plan$8MDel Real Foods, LLC 401(k) PlanDel Real Foods, LLC 401(k) P…$8MSapaugh Motors Retirement PlanSapaugh Motors Retirement Pl…$8MGhost Autonomy Inc. 401(k) PlanGhost Autonomy Inc. 401(k) P…$8M
End-of-year total assets ($M) among Carmel Country Club Inc 401(k)Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$311K
Employer EIN560507966
Plan Effective Date1999-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carmel Country Club, Inc.)

Sponsor-wide plan assets over time

All Carmel Country Club, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 19.664564328715443% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M$9M$9.5M 202220232024 $7.5M $8.98M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 121 $8M
2023 1 134 $8M
2024 1 160 $9M

Nearby 401(k) Plans in North Carolina

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

Carmel Country Club Inc 401(k)Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Carmel Country Club Inc 401(k)Plan, Total assets ($B): 0.007758686 · Participants: 134Carmel Country Club Inc 401(k)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
Carmel Country Club Inc 401(k)Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carmel Country Club Inc 401(k)Plan side-by-side with 3 peers →

Carmel Country Club Inc 401(k)Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Papa, Inc. 401(k) Plan in FL ($8M); by covered participants it is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Carmel Country Club Inc 401(k)Plan assets move in 2023? ▼
Carmel Country Club Inc 401(k)Plan edged up modestly - up 3.4% during 2023, from $8M to $8M. Reported net income was $311K.
How have Carmel Country Club, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carmel Country Club, Inc.'s sponsor-wide assets grew 19.7%, from $8M to $9M.
Which 401(k) plans are similar in size to Carmel Country Club Inc 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by assets is Papa, Inc. 401(k) Plan in FL ($8M, 429 participants).
Which 401(k) plans cover a similar participant headcount to Carmel Country Club Inc 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants, $15M 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 560507966.

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.