401(k) · DOL Form 5500 · 2023
Carolina Home Medical, Inc. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 333
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $51,957
- Avg per participant Low balance/head
Official DOL plan name: Carolina Home Medical, Inc. Profit Sharing Plan and Trust · Sponsored by Carolina Home Medical, Inc. · North Carolina · Retail Trade
$17M in assets, 333 participants
Carolina Home Medical, Inc.'s Carolina Home Medical, Inc. Profit Sharing Plan and Trust reported $17M in total assets and 333 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #6,781 in Retail Trade (8,414 peers)
Coverage in North Carolina
Carolina Home Medical, Inc. Profit Sharing Plan and Trust covers 333 participants in North Carolina, about 41% of the average North Carolina filer (state average ~819 per filing). Assets: $17M.
- #6,781
- in Retail Trade (8,414 peers)
- +23.2%
- assets growth YoY
Carolina Home Medical, Inc. Profit Sharing Plan and Trust's outsized position by total assets
Carolina Home Medical, Inc. Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,301,785 Top 30% higher than 70% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Carolina Home Medical, Inc. Profit Sharing Plan and Trust 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 Home Medical, Inc. Profit Sharing Plan and Trust sits mid-pack in the medium band (333 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carolina Home Medical, Inc. Profit Sharing Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Carolina Home Medical, Inc. Profit Sharing Plan and Trust end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Carolina Home Medical, Inc. Profit Sharing Plan and Trust reported participants rose from 308 in the plan year 2022 filing to 333 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 561987279 · Carolina Home Medical, Inc. PY 2023 · 401(k)
Carolina Home Medical, Inc. Profit Sharing Plan and Trust · $17M · 333 · 70th
- IND $17M
- EOY 333
- 5500 70th
- ASSETS 401(k)
- PCT near Theisen's Associates 401(k) Plan
- EIN ind #6781
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 Retail Trade retirement plans → · Plans in North Carolina →
Carolina Home Medical, Inc. Profit Sharing Plan and Trust in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 561987279 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carolina Home Medical, Inc.)
Sponsor-wide plan assets over time
All Carolina Home Medical, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 44.436404883189795% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 308 | $14M |
| 2023 | 1 | 333 | $17M |
| 2024 | 1 | 440 | $20M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Carolina Home Medical, Inc. Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Theisen's Associates 401(k) Plan in IA ($17M); by covered participants it is Lookout, Inc. 401(k) Plan in CA (333 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Theisen's Associates 401(k) Plan (IA) $17M · 984
- Kenda Group Company 401(k) Retirement Plan (OH) $17M · 450
- Reli Group 401(k) Profit Sharing Plan and Trust (MD) $17M · 541
- Joe's Stone Crabs, Inc. 401(k) Plan (FL) $17M · 335
Similar participant headcount
Nearest other-state filings by covered participants (333 participants); asset peers above are excluded.
- Lookout, Inc. 401(k) Plan (CA) 333 · 0 off
- Paulo Products Company 401(k) Plan (MO) 333 · 0 off
- Blue Plate 401(k) Plan (MN) 333 · 0 off
- Technical Resources International, Inc. 401(k) Profit Sharing Plan (MD) 333 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.