401(k) · DOL Form 5500 · 2023

Quility Holding, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
206
Participants Below avg headcount
44th
Percentile by assets National rank
$24,126
Avg per participant Low balance/head
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Official DOL plan name: Quility 401(k) Retirement Plan · Sponsored by Quility Holding, LLC · North Carolina · Finance & Insurance

$5M in assets, 206 participants

Quility Holding, LLC's Quility 401(k) Retirement Plan reported $5M in total assets and 206 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,780 in Finance & Insurance (8,869 peers)

Coverage in North Carolina

Quility 401(k) Retirement Plan covers 206 participants in North Carolina, about 25% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.

#2,780
in Finance & Insurance (8,869 peers)
+64.0%
assets growth YoY

Quility 401(k) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Quility 401(k) Retirement Plan vs every filed plan by assets

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

$4,970,020 44th percentile higher than 44% 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

Quility 401(k) 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. Quility 401(k) Retirement Plan sits mid-pack in the medium band (206 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Quility 401(k) Retirement Plan reported net income rose from $607K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Quility 401(k) Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Quility 401(k) Retirement Plan reported participants rose from 175 in the plan year 2022 filing to 206 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 844777900 · Quility Holding, LLC PY 2023 · 401(k)

Quility 401(k) Retirement Plan · $5M · 206 · 44th

  • PHOTO $5M
  • PHOTO 206
  • PHOTO 44th
  • PHOTO 401(k)
  • PHOTO near Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #2780

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 Finance & Insurance retirement plans → · Plans in North Carolina →

Quility 401(k) Retirement Plan in the asset neighbourhood

Quility 401(k) Retirement PlanQuility 401(k) Retirement Pl…$5MWolman Wealth Management, Inc. 401(k) Profit Sharing PlanWolman Wealth Management, In…$5MSchoox 401(k) Plan$5MStandard Golf Company Employees Savings PlanStandard Golf Company Employ…$5MGould, Kobrick & Schlapp, PC Profit Sharing PlanGould, Kobrick & Schlapp, PC…$5M
End-of-year total assets ($M) among Quility 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN844777900
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Quility Holding, LLC)

Sponsor-wide plan assets over time

All Quility Holding, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 124.20533371083839% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $3.03M $6.79M ▲ +124.1%
Year Plans Participants Total Assets
2022 1 175 $3M
2023 1 206 $5M
2024 1 192 $7M

Nearby 401(k) Plans in North Carolina

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

Quility 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Quility 401(k) Retirement Plan, Total assets ($B): 0.00497002 · Participants: 206Quility 401(k) 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
Quility 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Quility 401(k) Retirement Plan side-by-side with 3 peers →

Quility 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan in CA ($5M); by covered participants it is Nwsl Retirement Plan in IL (206 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (206 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 Quility 401(k) Retirement Plan assets move in 2023? ▼
Quility 401(k) Retirement Plan surged - up 64.0% during 2023, from $3M to $5M. Reported net income was $2M.
How have Quility Holding, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Quility Holding, LLC's sponsor-wide assets grew 124.2%, from $3M to $7M.
Which 401(k) plans are similar in size to Quility 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wolman Wealth Management, Inc. 401(k) Profit Sharing Plan in CA ($5M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Quility 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (206 participants, $152K 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 844777900.

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.