401(k) · DOL Form 5500 · 2023

Aquity Solutions, LLC 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
2,123
Participants Near avg headcount
87th
Percentile by assets National rank
$27,670
Avg per participant Low balance/head
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Official DOL plan name: Aquity Solutions, LLC 401(k) Plan · Sponsored by Aquity Solutions, LLC · North Carolina · Professional & Technical Services

$59M in assets, 2,123 participants

Aquity Solutions, LLC's Aquity Solutions, LLC 401(k) Plan reported $59M in total assets and 2,123 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,929 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

Aquity Solutions, LLC 401(k) Plan covers 2,123 participants in North Carolina, 2.6x the typical North Carolina plan (state average ~819 per filing). Assets: $59M.

#17,929
in Professional & Technical Services (20,321 peers)
+12.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Aquity Solutions, LLC 401(k) Plan's outsized position by total assets

Aquity Solutions, LLC 401(k) Plan vs every filed plan by assets

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

$58,743,673 Top 13% higher than 87% 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

Aquity Solutions, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aquity Solutions, LLC 401(k) Plan lands in the large band (2,123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aquity Solutions, LLC 401(k) Plan reported net income rose from -$15M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Aquity Solutions, LLC 401(k) Plan end-of-year assets rose from $52M in the plan year 2022 filing to $59M in the plan year 2023 filing.
  • Aquity Solutions, LLC 401(k) Plan reported participants fell from 2,151 in the plan year 2022 filing to 2,123 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 832898085 · Aquity Solutions, LLC PY 2023 · 401(k)

Aquity Solutions, LLC 401(k) Plan · $59M · 2,123 · 87th

  • SCH $59M
  • SCH 2,123
  • SCH 87th
  • SCH 401(k)
  • SCH near Glencoe Regional Health Services 401(k) Retirement Plan
  • SCH ind #17929

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 →

Aquity Solutions, LLC 401(k) Plan in the asset neighbourhood

Ssw Retirement Savings Plan$59MUniversal Avionics Systems Corporation 401(k) Profit Sharing PlanUniversal Avionics Systems C…$59MS/a/R Academy 401(k) Plan$59MAquity Solutions, LLC 401(k) PlanAquity Solutions, LLC 401(k)…$59MGlencoe Regional Health Services 401(k) Retirement PlanGlencoe Regional Health Serv…$59M
End-of-year total assets ($M) among Aquity Solutions, LLC 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)$52M
Net Assets (End of Year)$59M
Net Income$7M
Employer EIN832898085
Plan Effective Date1979-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aquity Solutions, LLC)

Sponsor-wide plan assets over time

All Aquity Solutions, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$60M 14.490313216456435% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $52.1M $59.7M ▲ +14.5%
Year Plans Participants Total Assets
2022 1 2,151 $52M
2023 1 2,123 $59M
2024 1 1,597 $60M

Nearby 401(k) Plans in North Carolina

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

Aquity Solutions, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Aquity Solutions, LLC 401(k) Plan, Total assets ($B): 0.058743673 · Participants: 2123Aquity Solutions, LLC 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
Aquity Solutions, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Aquity Solutions, LLC 401(k) Plan side-by-side with 3 peers →

Aquity Solutions, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Glencoe Regional Health Services 401(k) Retirement Plan in MN ($59M); by covered participants it is Vystar Credit Union 401(k) Plan in FL (2,123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,123 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 Aquity Solutions, LLC 401(k) Plan assets move in 2023? ▼
Aquity Solutions, LLC 401(k) Plan grew at a solid clip - up 12.7% during 2023, from $52M to $59M. Reported net income was $7M.
How have Aquity Solutions, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aquity Solutions, LLC's sponsor-wide assets grew 14.5%, from $52M to $60M.
Where does Aquity Solutions, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Aquity Solutions, LLC 401(k) Plan ranks in the 87th 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 Aquity Solutions, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Glencoe Regional Health Services 401(k) Retirement Plan in MN ($59M, 425 participants).
Which 401(k) plans cover a similar participant headcount to Aquity Solutions, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vystar Credit Union 401(k) Plan in FL (2,123 participants, $147M 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 832898085.

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.