401(k) · DOL Form 5500 · 2023
Raftelis Financial Consultants 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 153
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $214,834
- Avg per participant Above avg balance/head
Official DOL plan name: Raftelis Financial Consultants, Inc. 401(k) Plan · Sponsored by Raftelis Financial Consultants · North Carolina · Professional & Technical Services
$33M in assets, 153 participants
Raftelis Financial Consultants's Raftelis Financial Consultants, Inc. 401(k) Plan reported $33M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #16,468 in Professional & Technical Services (20,321 peers)
Coverage in North Carolina
Raftelis Financial Consultants, Inc. 401(k) Plan covers 153 participants in North Carolina, about 19% of the average North Carolina filer (state average ~819 per filing). Assets: $33M.
- #16,468
- in Professional & Technical Services (20,321 peers)
- +25.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Raftelis Financial Consultants, Inc. 401(k) Plan's outsized position by total assets
Raftelis Financial Consultants, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$32,869,532 Top 20% higher than 80% 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
Raftelis Financial Consultants, 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. Raftelis Financial Consultants, Inc. 401(k) Plan sits mid-pack in the medium band (153 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Raftelis Financial Consultants, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Raftelis Financial Consultants, Inc. 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- Raftelis Financial Consultants, Inc. 401(k) Plan reported participants rose from 149 in the plan year 2022 filing to 153 in the plan year 2023 filing.
DOL schedule card
Filing strip 201054069 · Raftelis Financial Consultants PY 2023 · 401(k)
Raftelis Financial Consultants, Inc. 401(k) Plan · $33M · 153 · 80th
- 5500 $33M
- 5500 153
- 5500 80th
- 5500 401(k)
- 5500 near A Cubed Corporation Dba Concast Metal Products Company 401(k) Retirement Plan
- 5500 ind #16468
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 Professional & Technical Services retirement plans → · Plans in North Carolina →
Raftelis Financial Consultants, Inc. 401(k) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $7M |
| Employer EIN | 201054069 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Raftelis Financial Consultants)
Sponsor-wide plan assets over time
All Raftelis Financial Consultants plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 54.07464235860577% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 149 | $26M |
| 2023 | 1 | 153 | $33M |
| 2024 | 1 | 172 | $41M |
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
Raftelis Financial Consultants, 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 A Cubed Corporation Dba Concast Metal Products Company 401(k) Retirement Plan in PA ($33M); by covered participants it is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- A Cubed Corporation Dba Concast Metal Products Company 401(k) Retirement Plan (PA) $33M · 108
- Electro-Matic Ventures, Inc., Profit Sharing & 401(k) Plan (MI) $33M · 255
- Corporate Professional Business Services, Inc. 401(k) Retirement Savings Plan (CT) $33M · 105
- Sila Services LLC 401(k) Plan (PA) $33M · 1,013
Similar participant headcount
Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.
- Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust (TX) 153 · 0 off
- Austin Csi, LLC 401(k) Plan (TX) 153 · 0 off
- Halsey Grocery 401(k) Plan (AL) 153 · 0 off
- Easy Auto 401(k) Plan (TN) 153 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.