401(k) · DOL Form 5500 · 2023

Upstate Tarheels, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
66
Participants Small participant base
25th
Percentile by assets National rank
$16,757
Avg per participant Low balance/head
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Official DOL plan name: Upstate Tarheels, Inc. 401(k) Plan · Sponsored by Upstate Tarheels, Inc. · South Carolina · Healthcare & Social Assistance

$1M in assets, 66 participants

Upstate Tarheels, Inc.'s Upstate Tarheels, Inc. 401(k) Plan reported $1M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,630 in Healthcare & Social Assistance (17,684 peers)

Upstate Tarheels, Inc. multi-year trail

Upstate Tarheels, Inc.'s plans moved +42.6% in assets from 2022 to 2024; this filing shows Upstate Tarheels, Inc. 401(k) Plan at $1M / 66 participants.

#3,630
in Healthcare & Social Assistance (17,684 peers)
+19.9%
assets growth YoY

Upstate Tarheels, Inc. 401(k) Plan among the smaller filed plans by assets

Upstate Tarheels, Inc. 401(k) Plan vs every filed plan by assets

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

$1,105,975 25th percentile higher than 25% 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

Upstate Tarheels, Inc. 401(k) 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. Upstate Tarheels, Inc. 401(k) Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Upstate Tarheels, Inc. 401(k) Plan reported net income rose from -$12K in the plan year 2022 filing to $184K in the plan year 2023 filing.
  • Upstate Tarheels, Inc. 401(k) Plan reported participants rose from 51 in the plan year 2022 filing to 66 in the plan year 2023 filing.
  • Upstate Tarheels, Inc. 401(k) Plan end-of-year assets rose from $922K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 264644216 · Upstate Tarheels, Inc. PY 2023 · 401(k)

Upstate Tarheels, Inc. 401(k) Plan · $1M · 66 · 25th

  • BOY $1M
  • BOY 66
  • BOY 25th
  • BOY 401(k)
  • BOY near Dara Foddai Solo 401(k) Plan
  • BOY ind #3630

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 South Carolina →

Upstate Tarheels, Inc. 401(k) Plan in the asset neighbourhood

Upstate Tarheels, Inc. 401(k) PlanUpstate Tarheels, Inc. 401(k…$1MDara Foddai Solo 401(k) Plan$1MLarry Younggren & Sons, Inc. 401(k) PlanLarry Younggren & Sons, Inc.…$1MEmancipet 401 (K) Plan$1MJaye Group Retirement Plan$1M
End-of-year total assets ($M) among Upstate Tarheels, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Upstate Tarheels, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Upstate Tarheels, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 42.59007455792227% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.92M $1.32M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 51 $922K
2023 1 66 $1M
2024 1 64 $1M

Upstate Tarheels, Inc. filing trail (2023)

Total Assets (Beginning of Year)$922K
Net Assets (End of Year)$1M
Net Income$184K
Employer EIN264644216
Plan Effective Date2009-04-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Upstate Tarheels, Inc. 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Upstate Tarheels, Inc. 401(k) Plan, Total assets ($B): 0.001105975 · Participants: 66Upstate Tarheels, Inc. 401(k) PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Upstate Tarheels, Inc. 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Upstate Tarheels, Inc. 401(k) Plan side-by-side with 3 peers →

Upstate Tarheels, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Dara Foddai Solo 401(k) Plan in CA ($1M); by covered participants it is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (66 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 Upstate Tarheels, Inc. 401(k) Plan assets move in 2023? ▼
Upstate Tarheels, Inc. 401(k) Plan grew sharply - up 19.9% during 2023, from $922K to $1M. Reported net income was $184K.
How have Upstate Tarheels, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upstate Tarheels, Inc.'s sponsor-wide assets grew 42.6%, from $922K to $1M.
Where does Upstate Tarheels, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Upstate Tarheels, Inc. 401(k) Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Upstate Tarheels, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dara Foddai Solo 401(k) Plan in CA ($1M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Upstate Tarheels, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 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 264644216.

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.