401(k) · DOL Form 5500 · 2023

Carlie Cs Operation Center Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
1,075
Participants Near avg headcount
55th
Percentile by assets National rank
$7,966
Avg per participant Low balance/head
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Official DOL plan name: Carlie Cs 401(k) Plan · Sponsored by Carlie Cs Operation Center Inc. · North Carolina · Retail Trade

$9M in assets, 1,075 participants

Carlie Cs Operation Center Inc.'s Carlie Cs 401(k) Plan reported $9M in total assets and 1,075 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #5,521 in Retail Trade (8,414 peers)

Carlie Cs Operation Center Inc. multi-year trail

Carlie Cs Operation Center Inc.'s plans moved +17.6% in assets from 2022 to 2024; this filing shows Carlie Cs 401(k) Plan at $9M / 1,075 participants.

#5,521
in Retail Trade (8,414 peers)
+6.0%
assets growth YoY

Carlie Cs 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Carlie Cs 401(k) Plan vs every filed plan by assets

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

$8,563,733 Top 45% higher than 55% 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

Carlie Cs 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carlie Cs 401(k) Plan lands in the large band (1,075 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carlie Cs 401(k) Plan reported net income rose from -$384K in the plan year 2022 filing to $482K in the plan year 2023 filing.
  • Carlie Cs 401(k) Plan reported participants fell from 1,733 in the plan year 2022 filing to 1,075 in the plan year 2023 filing.
  • Carlie Cs 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 561275088 · Carlie Cs Operation Center Inc. PY 2023 · 401(k)

Carlie Cs 401(k) Plan · $9M · 1,075 · 55th

  • PART $9M
  • TYPE 1,075
  • NET 55th
  • BOOK 401(k)
  • VS-ST near Baystate Ob/Gyn Group, Inc. 401(k) Profit Sharing Plan
  • BOY ind #5521

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 →

Carlie Cs 401(k) Plan in the asset neighbourhood

Carlie Cs 401(k) Plan$9MBaystate Ob/Gyn Group, Inc. 401(k) Profit Sharing PlanBaystate Ob/Gyn Group, Inc. …$9MNcaar-Bh Profit Sharing Plan$9MSigmund Cohn Corp Savings and Retirement PlanSigmund Cohn Corp Savings an…$9MMorrison Sund PLLC Safe Harbor 401(k) PlanMorrison Sund PLLC Safe Harb…$9M
End-of-year total assets ($M) among Carlie Cs 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carlie Cs Operation Center Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Carlie Cs Operation Center Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 17.63466564075823% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M$10M 202220232024 $8.08M $9.51M ▲ +17.7%
Year Plans Participants Total Assets
2022 1 1,733 $8M
2023 1 1,075 $9M
2024 1 1,181 $10M

Carlie Cs Operation Center Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$482K
Employer EIN561275088
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Carlie Cs 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Carlie Cs 401(k) Plan, Total assets ($B): 0.008563733 · Participants: 1075Carlie Cs 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
Carlie Cs 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carlie Cs 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Baystate Ob/Gyn Group, Inc. 401(k) Profit Sharing Plan in MA ($9M); by covered participants it is Kyocera Retirement Savings Plan in CA (1,075 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,075 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 Carlie Cs 401(k) Plan assets move in 2023? ▼
Carlie Cs 401(k) Plan grew at a solid clip - up 6.0% during 2023, from $8M to $9M. Reported net income was $482K.
How have Carlie Cs Operation Center Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlie Cs Operation Center Inc.'s sponsor-wide assets grew 17.6%, from $8M to $10M.
Which 401(k) plans are similar in size to Carlie Cs 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Baystate Ob/Gyn Group, Inc. 401(k) Profit Sharing Plan in MA ($9M, 76 participants).
Which 401(k) plans cover a similar participant headcount to Carlie Cs 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kyocera Retirement Savings Plan in CA (1,075 participants, $253M 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 561275088.

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.