401(k) · DOL Form 5500 · 2023
James S. Farrin P.C. 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 317
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $49,925
- Avg per participant Low balance/head
Official DOL plan name: James S. Farrin, P.C. 401(k) Profit Sharing Plan · Sponsored by James S. Farrin P.C. · North Carolina · Professional & Technical Services
$16M in assets, 317 participants
James S. Farrin P.C.'s James S. Farrin, P.C. 401(k) Profit Sharing Plan reported $16M in total assets and 317 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #13,739 in Professional & Technical Services (20,321 peers)
Coverage in North Carolina
James S. Farrin, P.C. 401(k) Profit Sharing Plan covers 317 participants in North Carolina, about 39% of the average North Carolina filer (state average ~819 per filing). Assets: $16M.
- #13,739
- in Professional & Technical Services (20,321 peers)
- +23.0%
- assets growth YoY
James S. Farrin, P.C. 401(k) Profit Sharing Plan's outsized position by total assets
James S. Farrin, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,826,331 Top 32% higher than 68% 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
James S. Farrin, P.C. 401(k) Profit Sharing 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. James S. Farrin, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (317 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- James S. Farrin, P.C. 401(k) Profit Sharing Plan reported net income rose from -$925K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- James S. Farrin, P.C. 401(k) Profit Sharing Plan reported participants rose from 248 in the plan year 2022 filing to 317 in the plan year 2023 filing.
- James S. Farrin, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 562046742 · James S. Farrin P.C. PY 2023 · 401(k)
James S. Farrin, P.C. 401(k) Profit Sharing Plan · $16M · 317 · 68th
- SCH $16M
- EBSA 317
- PART 68th
- TYPE 401(k)
- NET near Urban Foundation/Engineering LLC Retirement Savings Plan
- BOOK ind #13739
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 →
James S. Farrin, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $3M |
| Employer EIN | 562046742 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (James S. Farrin P.C.)
Sponsor-wide plan assets over time
All James S. Farrin P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 54.44082056383521% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 248 | $13M |
| 2023 | 1 | 317 | $16M |
| 2024 | 1 | 294 | $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
James S. Farrin, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Urban Foundation/Engineering LLC Retirement Savings Plan in NY ($16M); by covered participants it is Mcguires Management Group 401(k) Plan in FL (317 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Urban Foundation/Engineering LLC Retirement Savings Plan (NY) $16M · 25
- Perfectserve, Inc. Retirement Savings Plan (TN) $16M · 253
- Hooters of America, LLC 401(k) Plan (GA) $16M · 3,063
- United Electric Power 401(k) Plan (NY) $16M · 239
Similar participant headcount
Nearest other-state filings by covered participants (317 participants); asset peers above are excluded.
- Mcguires Management Group 401(k) Plan (FL) 317 · 0 off
- Forddirect Retirement Savings Plan (MI) 317 · 0 off
- Paradox Inc 401(k) Plan (AZ) 317 · 0 off
- Automated Financial Systems, Inc. 401(k) Salary Reduction Plan (PA) 317 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.