401(k) · DOL Form 5500 · 2023

C.a. Short Company, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
92
Participants Small participant base
58th
Percentile by assets National rank
$105,331
Avg per participant Below avg balance/head
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Official DOL plan name: C.a. Short Company 401(k) Plan · Sponsored by C.a. Short Company, Inc. · North Carolina · Wholesale Trade

$10M in assets, 92 participants

C.a. Short Company, Inc.'s C.a. Short Company 401(k) Plan reported $10M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,135 in Wholesale Trade (6,309 peers)

C.a. Short Company, Inc. multi-year trail

C.a. Short Company, Inc.'s plans moved +48.9% in assets from 2022 to 2024; this filing shows C.a. Short Company 401(k) Plan at $10M / 92 participants.

#3,135
in Wholesale Trade (6,309 peers)
+24.6%
assets growth YoY

C.a. Short Company 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

C.a. Short Company 401(k) Plan vs every filed plan by assets

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

$9,690,464 Top 42% higher than 58% 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

C.a. Short Company 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. C.a. Short Company 401(k) Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • C.a. Short Company 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • C.a. Short Company 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • C.a. Short Company 401(k) Plan reported participants rose from 90 in the plan year 2022 filing to 92 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 560526145 · C.a. Short Company, Inc. PY 2023 · 401(k)

C.a. Short Company 401(k) Plan · $10M · 92 · 58th

  • ASSETS $10M
  • ASSETS 92
  • ASSETS 58th
  • ASSETS 401(k)
  • ASSETS near Evansville Surgery Center 401(k) Retirement Plan
  • ASSETS ind #3135

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 →

C.a. Short Company 401(k) Plan in the asset neighbourhood

C.a. Short Company 401(k) PlanC.a. Short Company 401(k) Pl…$10MEvansville Surgery Center 401(k) Retirement PlanEvansville Surgery Center 40…$10MPangea 401(k) Retirement Saving PlanPangea 401(k) Retirement Sav…$10MUnited Asset Strategies, Inc. Employee Stock Ownership PlanUnited Asset Strategies, Inc…$10MRodenhiser Home Services, Inc. 401(k) PlanRodenhiser Home Services, In…$10M
End-of-year total assets ($M) among C.a. Short Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

C.a. Short Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All C.a. Short Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 48.94342157268387% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.78M $11.6M ▲ +48.8%
Year Plans Participants Total Assets
2022 1 90 $8M
2023 1 92 $10M
2024 1 98 $12M

C.a. Short Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN560526145
Plan Effective Date1960-09-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

C.a. Short Company 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants C.a. Short Company 401(k) Plan, Total assets ($B): 0.009690464 · Participants: 92C.a. Short Company 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
C.a. Short Company 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare C.a. Short Company 401(k) Plan side-by-side with 3 peers →

C.a. Short Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Evansville Surgery Center 401(k) Retirement Plan in IN ($10M); by covered participants it is Melanson, P.C. 401(k) Plan in NH (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 C.a. Short Company 401(k) Plan assets move in 2023? ▼
C.a. Short Company 401(k) Plan grew sharply - up 24.6% during 2023, from $8M to $10M. Reported net income was $2M.
How have C.a. Short Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), C.a. Short Company, Inc.'s sponsor-wide assets grew 48.9%, from $8M to $12M.
Which 401(k) plans are similar in size to C.a. Short Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Evansville Surgery Center 401(k) Retirement Plan in IN ($10M, 94 participants).
Which 401(k) plans cover a similar participant headcount to C.a. Short Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Melanson, P.C. 401(k) Plan in NH (92 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 560526145.

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.