401(k) · DOL Form 5500 · 2023

Carolina Comfort Air, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
220
Participants Below avg headcount
30th
Percentile by assets National rank
$8,976
Avg per participant Low balance/head
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Official DOL plan name: Carolina Comfort Air 401(k) Plan · Sponsored by Carolina Comfort Air, Inc. · North Carolina · Construction

$2M in assets, 220 participants

Carolina Comfort Air, Inc.'s Carolina Comfort Air 401(k) Plan reported $2M in total assets and 220 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,537 in Construction (9,030 peers)

Coverage in North Carolina

Carolina Comfort Air 401(k) Plan covers 220 participants in North Carolina, about 27% of the average North Carolina filer (state average ~819 per filing). Assets: $2M.

#2,537
in Construction (9,030 peers)
+25.9%
assets growth YoY

Carolina Comfort Air 401(k) Plan among the smaller filed plans by assets

Carolina Comfort Air 401(k) Plan vs every filed plan by assets

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

$1,974,773 30th percentile higher than 30% 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 Comfort Air 401(k) 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 Comfort Air 401(k) Plan sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carolina Comfort Air 401(k) Plan reported net income rose from $16K in the plan year 2022 filing to $407K in the plan year 2023 filing.
  • Carolina Comfort Air 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Carolina Comfort Air 401(k) Plan reported participants rose from 202 in the plan year 2022 filing to 220 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 260266779 · Carolina Comfort Air, Inc. PY 2023 · 401(k)

Carolina Comfort Air 401(k) Plan · $2M · 220 · 30th

  • PHOTO $2M
  • PHOTO 220
  • PHOTO 30th
  • PHOTO 401(k)
  • PHOTO near Gms Management Solutions Inc 401(k) Profit Sharing Plan & Trust
  • PHOTO ind #2537

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 Construction retirement plans → · Plans in North Carolina →

Carolina Comfort Air 401(k) Plan in the asset neighbourhood

Carolina Comfort Air 401(k) PlanCarolina Comfort Air 401(k) …$2MGms Management Solutions Inc 401(k) Profit Sharing Plan & TrustGms Management Solutions Inc…$2MEnterprise Systems Partners, Inc. 401(k) Profit Sharing Plan and TrustEnterprise Systems Partners,…$2MWest Valley Precision Inc. Employee RetirementWest Valley Precision Inc. E…$2MGotrg 401(k) Plan$2M
End-of-year total assets ($M) among Carolina Comfort Air 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)$2M
Net Assets (End of Year)$2M
Net Income$407K
Employer EIN260266779
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carolina Comfort Air, Inc.)

Sponsor-wide plan assets over time

All Carolina Comfort Air, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 62.633712943961406% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.57M $2.55M ▲ +62.4%
Year Plans Participants Total Assets
2022 1 202 $2M
2023 1 220 $2M
2024 1 256 $3M

Nearby 401(k) Plans in North Carolina

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

Carolina Comfort Air 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Carolina Comfort Air 401(k) Plan, Total assets ($B): 0.001974773 · Participants: 220Carolina Comfort Air 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
Carolina Comfort Air 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carolina Comfort Air 401(k) Plan side-by-side with 3 peers →

Carolina Comfort Air 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Gms Management Solutions Inc 401(k) Profit Sharing Plan & Trust in NY ($2M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Comfort Air 401(k) Plan assets move in 2023? ▼
Carolina Comfort Air 401(k) Plan grew sharply - up 25.9% during 2023, from $2M to $2M. Reported net income was $407K.
How have Carolina Comfort Air, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolina Comfort Air, Inc.'s sponsor-wide assets grew 62.6%, from $2M to $3M.
Which 401(k) plans are similar in size to Carolina Comfort Air 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gms Management Solutions Inc 401(k) Profit Sharing Plan & Trust in NY ($2M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Carolina Comfort Air 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (220 participants, $1M 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 260266779.

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.