401(k) · DOL Form 5500 · 2023

Carolina Meadows, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
455
Participants Below avg headcount
66th
Percentile by assets National rank
$30,523
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carolina Meadows 403(b) Retirement Plan · Sponsored by Carolina Meadows, Inc. · North Carolina · Healthcare & Social Assistance

$14M in assets, 455 participants

Carolina Meadows, Inc.'s Carolina Meadows 403(b) Retirement Plan reported $14M in total assets and 455 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,504 in Healthcare & Social Assistance (17,684 peers)

Carolina Meadows, Inc. multi-year trail

Carolina Meadows, Inc.'s plans moved +37.2% in assets from 2022 to 2024; this filing shows Carolina Meadows 403(b) Retirement Plan at $14M / 455 participants.

#12,504
in Healthcare & Social Assistance (17,684 peers)
+19.0%
assets growth YoY

Carolina Meadows 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Carolina Meadows 403(b) Retirement Plan vs every filed plan by assets

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

$13,888,167 Top 34% higher than 66% 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

Carolina Meadows 403(b) Retirement 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 Meadows 403(b) Retirement Plan sits mid-pack in the medium band (455 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carolina Meadows 403(b) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Carolina Meadows 403(b) Retirement Plan reported participants fell from 572 in the plan year 2022 filing to 455 in the plan year 2023 filing.
  • Carolina Meadows 403(b) Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 561380014 · Carolina Meadows, Inc. PY 2023 · 401(k)

Carolina Meadows 403(b) Retirement Plan · $14M · 455 · 66th

  • EIN $14M
  • EIN 455
  • EIN 66th
  • EIN 401(k)
  • EIN near Electronic Contracting Company Profit Sharing Plan and Trust
  • EIN ind #12504

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 Meadows 403(b) Retirement Plan in the asset neighbourhood

Carolina Meadows 403(b) Retirement PlanCarolina Meadows 403(b) Reti…$14MElectronic Contracting Company Profit Sharing Plan and TrustElectronic Contracting Compa…$14MLawry's Restaurant, Inc. Profit Sharing and 401(k) PlanLawry's Restaurant, Inc. Pro…$14MGriffin Beverage Company 401(k) PlanGriffin Beverage Company 401…$14MEkstra 401(k) Plan Fbo Jesse Engineering CompanyEkstra 401(k) Plan Fbo Jesse…$14M
End-of-year total assets ($M) among Carolina Meadows 403(b) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carolina Meadows, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Carolina Meadows, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 37.15491615265668% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.7M $16M ▲ +37.1%
Year Plans Participants Total Assets
2022 1 572 $12M
2023 1 455 $14M
2024 1 498 $16M

Carolina Meadows, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN561380014
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Carolina Meadows 403(b) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Carolina Meadows 403(b) Retirement Plan, Total assets ($B): 0.013888167 · Participants: 455Carolina Meadows 403(b) Retirement 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
Carolina Meadows 403(b) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carolina Meadows 403(b) Retirement Plan side-by-side with 3 peers →

Carolina Meadows 403(b) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Electronic Contracting Company Profit Sharing Plan and Trust in NE ($14M); by covered participants it is Dewey Services, Inc. Retirement Savings Plan in CA (455 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (455 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 Carolina Meadows 403(b) Retirement Plan assets move in 2023? ▼
Carolina Meadows 403(b) Retirement Plan grew sharply - up 19.0% during 2023, from $12M to $14M. Reported net income was $2M.
How have Carolina Meadows, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolina Meadows, Inc.'s sponsor-wide assets grew 37.2%, from $12M to $16M.
Which 401(k) plans are similar in size to Carolina Meadows 403(b) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Electronic Contracting Company Profit Sharing Plan and Trust in NE ($14M, 129 participants).
Which 401(k) plans cover a similar participant headcount to Carolina Meadows 403(b) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dewey Services, Inc. Retirement Savings Plan in CA (455 participants, $21M 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 561380014.

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.