401(k) · DOL Form 5500 · 2023

The Deaton Group II Incorporated 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
19
Participants Small participant base
28th
Percentile by assets National rank
$86,098
Avg per participant Below avg balance/head
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Official DOL plan name: The Deaton Group II Incorporated 401(k) Plan · Sponsored by The Deaton Group II Incorporated · North Carolina · Food Services & Accommodation

$2M in assets, 19 participants

The Deaton Group II Incorporated's The Deaton Group II Incorporated 401(k) Plan reported $2M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,478 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, The Deaton Group II Incorporated 401(k) Plan ranks #2,478 of 3,828 2023 filers by assets (1196% of the sector average)-$2M for 19 participants.

#2,478
in Food Services & Accommodation (3,828 peers)
+29.7%
assets growth YoY

The Deaton Group II Incorporated 401(k) Plan among the smaller filed plans by assets

The Deaton Group II Incorporated 401(k) Plan vs every filed plan by assets

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

$1,635,853 28th percentile higher than 28% 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

The Deaton Group II Incorporated 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Deaton Group II Incorporated 401(k) Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Deaton Group II Incorporated 401(k) Plan reported net income rose from -$315K in the plan year 2022 filing to $375K in the plan year 2023 filing.
  • The Deaton Group II Incorporated 401(k) Plan reported participants rose from 13 in the plan year 2022 filing to 19 in the plan year 2023 filing.
  • The Deaton Group II Incorporated 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 611624767 · The Deaton Group II Incorporated PY 2023 · 401(k)

The Deaton Group II Incorporated 401(k) Plan · $2M · 19 · 28th

  • PART $2M
  • PART 19
  • PART 28th
  • PART 401(k)
  • PART near Blalock-Coleman Funeral Home and Cremation Services Inc. 401(k) Plan
  • PART ind #2478

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 Food Services & Accommodation retirement plans → · Plans in North Carolina →

The Deaton Group II Incorporated 401(k) Plan in the asset neighbourhood

The Deaton Group II Incorporated 401(k) PlanThe Deaton Group II Incorpor…$2MBlalock-Coleman Funeral Home and Cremation Services Inc. 401(k) PlanBlalock-Coleman Funeral Home…$2MDorothy L. Mott Law Office, LLC 401(k) PlanDorothy L. Mott Law Office, …$2MDandelion Chocolate 401(k) PlanDandelion Chocolate 401(k) P…$2MTom Dodson & Associates 401(k) Profit Sharing Plan and TrustTom Dodson & Associates 401(…$2M
End-of-year total assets ($M) among The Deaton Group II Incorporated 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$375K
Employer EIN611624767
Plan Effective Date2010-10-11
Filing StatusFILING RECEIVED

Sponsor Plan History (The Deaton Group II Incorporated)

Sponsor-wide plan assets over time

All The Deaton Group II Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$2M 54.22170555667453% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.26M $1.94M ▲ +54.0%
Year Plans Participants Total Assets
2022 1 13 $1M
2023 1 19 $2M
2024 1 21 $2M

Nearby 401(k) Plans in North Carolina

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

The Deaton Group II Incorporated 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants The Deaton Group II Incorporated 401(k) Plan, Total assets ($B): 0.001635853 · Participants: 19The Deaton Group II Incorporated 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
The Deaton Group II Incorporated 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare The Deaton Group II Incorporated 401(k) Plan side-by-side with 3 peers →

The Deaton Group II Incorporated 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Blalock-Coleman Funeral Home and Cremation Services Inc. 401(k) Plan in KY ($2M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 The Deaton Group II Incorporated 401(k) Plan assets move in 2023? ▼
The Deaton Group II Incorporated 401(k) Plan grew sharply - up 29.7% during 2023, from $1M to $2M. Reported net income was $375K.
How have The Deaton Group II Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Deaton Group II Incorporated's sponsor-wide assets grew 54.2%, from $1M to $2M.
Which 401(k) plans are similar in size to The Deaton Group II Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blalock-Coleman Funeral Home and Cremation Services Inc. 401(k) Plan in KY ($2M, 1 participant).
Which 401(k) plans cover a similar participant headcount to The Deaton Group II Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants, $3M 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 611624767.

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.