401(k) · DOL Form 5500 · 2023

Quarterra Services, LLC 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
846
Participants Near avg headcount
87th
Percentile by assets National rank
$71,790
Avg per participant Below avg balance/head
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Official DOL plan name: The Quarterra Services, LLC 401(k) Plan · Sponsored by Quarterra Services, LLC · North Carolina · Real Estate

$61M in assets, 846 participants

Quarterra Services, LLC's The Quarterra Services, LLC 401(k) Plan reported $61M in total assets and 846 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #4,519 in Real Estate (4,727 peers)

Where The Quarterra Services, LLC 401(k) Plan sits by assets

The Quarterra Services, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $61M for 846 participants (~$71,790/participant), up 36.8% in 2023.

#4,519
in Real Estate (4,727 peers)
+36.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Quarterra Services, LLC 401(k) Plan's outsized position by total assets

The Quarterra Services, LLC 401(k) Plan vs every filed plan by assets

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

$60,733,988 Top 13% higher than 87% 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 Quarterra Services, LLC 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. The Quarterra Services, LLC 401(k) Plan sits mid-pack in the medium band (846 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Quarterra Services, LLC 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • The Quarterra Services, LLC 401(k) Plan end-of-year assets rose from $44M in the plan year 2022 filing to $61M in the plan year 2023 filing.
  • The Quarterra Services, LLC 401(k) Plan reported participants rose from 745 in the plan year 2022 filing to 846 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 880658257 · Quarterra Services, LLC PY 2023 · 401(k)

The Quarterra Services, LLC 401(k) Plan · $61M · 846 · 87th

  • NET $61M
  • BOOK 846
  • VS-ST 87th
  • BOY 401(k)
  • SCH near Consumer Technology Association 401(k) Plan
  • EBSA ind #4519

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 Real Estate retirement plans → · Plans in North Carolina →

The Quarterra Services, LLC 401(k) Plan in the asset neighbourhood

The 401(k) Savings Plan for the Employees of Credit Industriel Et CommercialThe 401(k) Savings Plan for …$61MThe Quarterra Services, LLC 401(k) PlanThe Quarterra Services, LLC …$61MConsumer Technology Association 401(k) PlanConsumer Technology Associat…$61MMackay & Somps Profit Sharing Plan and TrustMackay & Somps Profit Sharin…$61MUrology Clinics of North Texas, PLLC 401(k) Profit Sharing PlanUrology Clinics of North Tex…$61M
End-of-year total assets ($M) among The Quarterra Services, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$61M
Net Income$16M
Employer EIN880658257
Plan Effective Date2022-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Quarterra Services, LLC)

Sponsor-wide plan assets over time

All Quarterra Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$63M 41.6678876828994% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $44.4M $62.9M ▲ +41.7%
Year Plans Participants Total Assets
2022 1 745 $44M
2023 1 846 $61M
2024 1 866 $63M

Nearby 401(k) Plans in North Carolina

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

The Quarterra Services, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants The Quarterra Services, LLC 401(k) Plan, Total assets ($B): 0.060733988 · Participants: 846The Quarterra Services, LLC 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 Quarterra Services, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare The Quarterra Services, LLC 401(k) Plan side-by-side with 3 peers →

The Quarterra Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Consumer Technology Association 401(k) Plan in VA ($61M); by covered participants it is Amli Residential Properties 401(k) Plan in IL (846 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (846 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 Quarterra Services, LLC 401(k) Plan assets move in 2023? ▼
The Quarterra Services, LLC 401(k) Plan surged - up 36.8% during 2023, from $44M to $61M. Reported net income was $16M.
How have Quarterra Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Quarterra Services, LLC's sponsor-wide assets grew 41.7%, from $44M to $63M.
Where does The Quarterra Services, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
The Quarterra Services, LLC 401(k) Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Quarterra Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Consumer Technology Association 401(k) Plan in VA ($61M, 143 participants).
Which 401(k) plans cover a similar participant headcount to The Quarterra Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Amli Residential Properties 401(k) Plan in IL (846 participants, $67M 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 880658257.

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.