401(k) · DOL Form 5500 · 2023

Carolina Sunrock, LLC. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
404
Participants Below avg headcount
71st
Percentile by assets National rank
$44,697
Avg per participant Low balance/head
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Official DOL plan name: Carolina Sunrock LLC 401(k) Retirement Plan · Sponsored by Carolina Sunrock, LLC. · North Carolina · Mining & Oil Extraction

$18M in assets, 404 participants

Carolina Sunrock, LLC.'s Carolina Sunrock LLC 401(k) Retirement Plan reported $18M in total assets and 404 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #421 in Mining & Oil Extraction (811 peers)

Coverage in North Carolina

Carolina Sunrock LLC 401(k) Retirement Plan covers 404 participants in North Carolina, about 49% of the average North Carolina filer (state average ~819 per filing). Assets: $18M.

#421
in Mining & Oil Extraction (811 peers)
+30.8%
assets growth YoY

Carolina Sunrock LLC 401(k) Retirement Plan's outsized position by total assets

Carolina Sunrock LLC 401(k) Retirement Plan vs every filed plan by assets

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

$18,057,491 Top 29% higher than 71% 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 Sunrock LLC 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. Carolina Sunrock LLC 401(k) Retirement Plan sits mid-pack in the medium band (404 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carolina Sunrock LLC 401(k) Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Carolina Sunrock LLC 401(k) Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Carolina Sunrock LLC 401(k) Retirement Plan reported participants rose from 375 in the plan year 2022 filing to 404 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 161229683 · Carolina Sunrock, LLC. PY 2023 · 401(k)

Carolina Sunrock LLC 401(k) Retirement Plan · $18M · 404 · 71st

  • EIN $18M
  • EIN 404
  • EIN 71st
  • EIN 401(k)
  • EIN near Udc 401(k) Retirement Plan
  • EIN ind #421

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 Mining & Oil Extraction retirement plans → · Plans in North Carolina →

Carolina Sunrock LLC 401(k) Retirement Plan in the asset neighbourhood

Carolina Sunrock LLC 401(k) Retirement PlanCarolina Sunrock LLC 401(k) …$18MUdc 401(k) Retirement Plan$18MWirtz Holding Company, Inc Profit Sharing Retirement&401(k) PlanWirtz Holding Company, Inc P…$18MThe Ecrm Co. 401(k) Retirement PlanThe Ecrm Co. 401(k) Retireme…$18MRam Construction Services 401(k) PlanRam Construction Services 40…$18M
End-of-year total assets ($M) among Carolina Sunrock LLC 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)$14M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN161229683
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carolina Sunrock, LLC.)

Sponsor-wide plan assets over time

All Carolina Sunrock, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 51.759828817672414% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.8M $20.9M ▲ +51.7%
Year Plans Participants Total Assets
2022 1 375 $14M
2023 1 404 $18M
2024 1 428 $21M

Nearby 401(k) Plans in North Carolina

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

Carolina Sunrock LLC 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 ($B) Participants Carolina Sunrock LLC 401(k) Retirement Plan, Total assets ($B): 0.018057491 · Participants: 404Carolina Sunrock LLC 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
Carolina Sunrock LLC 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carolina Sunrock LLC 401(k) Retirement Plan side-by-side with 3 peers →

Carolina Sunrock LLC 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 Udc 401(k) Retirement Plan in CO ($18M); by covered participants it is Bradley Caldwell, Inc. 401(k) Retirement Savings Plan in PA (404 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (404 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 Sunrock LLC 401(k) Retirement Plan assets move in 2023? ▼
Carolina Sunrock LLC 401(k) Retirement Plan surged - up 30.8% during 2023, from $14M to $18M. Reported net income was $4M.
How have Carolina Sunrock, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolina Sunrock, LLC.'s sponsor-wide assets grew 51.8%, from $14M to $21M.
Which 401(k) plans are similar in size to Carolina Sunrock LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Udc 401(k) Retirement Plan in CO ($18M, 328 participants).
Which 401(k) plans cover a similar participant headcount to Carolina Sunrock LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bradley Caldwell, Inc. 401(k) Retirement Savings Plan in PA (404 participants, $27M 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 161229683.

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.