401(k) · DOL Form 5500 · 2023

Cary Oil Co., Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
191
Participants Below avg headcount
78th
Percentile by assets National rank
$148,845
Avg per participant Above avg balance/head
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Official DOL plan name: Cary Oil Co., Inc. 401(k) Profit Sharing Plan · Sponsored by Cary Oil Co., Inc. · North Carolina · Wholesale Trade

$28M in assets, 191 participants

Cary Oil Co., Inc.'s Cary Oil Co., Inc. 401(k) Profit Sharing Plan reported $28M in total assets and 191 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.

  • #4,890 in Wholesale Trade (6,309 peers)

Coverage in North Carolina

Cary Oil Co., Inc. 401(k) Profit Sharing Plan covers 191 participants in North Carolina, about 23% of the average North Carolina filer (state average ~819 per filing). Assets: $28M.

#4,890
in Wholesale Trade (6,309 peers)
+19.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Cary Oil Co., Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Cary Oil Co., Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$28,429,390 Top 22% higher than 78% 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

Cary Oil Co., Inc. 401(k) Profit Sharing 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. Cary Oil Co., Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (191 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cary Oil Co., Inc. 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Cary Oil Co., Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $24M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Cary Oil Co., Inc. 401(k) Profit Sharing Plan reported participants fell from 198 in the plan year 2022 filing to 191 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 560852011 · Cary Oil Co., Inc. PY 2023 · 401(k)

Cary Oil Co., Inc. 401(k) Profit Sharing Plan · $28M · 191 · 78th

  • RANK $28M
  • RANK 191
  • RANK 78th
  • RANK 401(k)
  • RANK near Duraserv Corp Retirement Savings Plan
  • RANK ind #4890

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Cary Oil Co., Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Cary Oil Co., Inc. 401(k) Profit Sharing PlanCary Oil Co., Inc. 401(k) Pr…$28MDuraserv Corp Retirement Savings PlanDuraserv Corp Retirement Sav…$28MDriftwood Hospitality Management, Inc. 401(k) PlanDriftwood Hospitality Manage…$28MThe Guardian Foundation, Inc. Retirement PlanThe Guardian Foundation, Inc…$28MConsulting Engineers Group Employees' Profit Sharing PlanConsulting Engineers Group E…$28M
End-of-year total assets ($M) among Cary Oil Co., Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$28M
Net Income$5M
Employer EIN560852011
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cary Oil Co., Inc.)

Sponsor-wide plan assets over time

All Cary Oil Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 26.010538768134804% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $23.7M $29.9M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 198 $24M
2023 1 191 $28M
2024 1 203 $30M

Nearby 401(k) Plans in North Carolina

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

Cary Oil Co., Inc. 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 ($B) Participants Cary Oil Co., Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.02842939 · Participants: 191Cary Oil Co., Inc. 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
Cary Oil Co., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Cary Oil Co., Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Cary Oil Co., Inc. 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 Duraserv Corp Retirement Savings Plan in TX ($28M); by covered participants it is Cwb Holdings, Inc. 401(k) Plan in CO (191 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (191 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 Cary Oil Co., Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Cary Oil Co., Inc. 401(k) Profit Sharing Plan grew sharply - up 19.7% during 2023, from $24M to $28M. Reported net income was $5M.
How have Cary Oil Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cary Oil Co., Inc.'s sponsor-wide assets grew 26.0%, from $24M to $30M.
Where does Cary Oil Co., Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Cary Oil Co., Inc. 401(k) Profit Sharing Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cary Oil Co., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Duraserv Corp Retirement Savings Plan in TX ($28M, 726 participants).
Which 401(k) plans cover a similar participant headcount to Cary Oil Co., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cwb Holdings, Inc. 401(k) Plan in CO (191 participants, N/A 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 560852011.

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.