401(k) · DOL Form 5500 · 2023
Legal Aid of North Carolina Inc 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 466
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $60,280
- Avg per participant Low balance/head
Official DOL plan name: Legal Aid of North Carolina Ret Plan · Sponsored by Legal Aid of North Carolina Inc · North Carolina · Professional & Technical Services
$28M in assets, 466 participants
Legal Aid of North Carolina Inc's Legal Aid of North Carolina Ret Plan reported $28M in total assets and 466 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #15,992 in Professional & Technical Services (20,321 peers)
Where Legal Aid of North Carolina Ret Plan sits by assets
Legal Aid of North Carolina Ret Plan sits in the top quartile of all filed plans by assets, $28M for 466 participants (~$60,280/participant), up 17.9% in 2023.
- #15,992
- in Professional & Technical Services (20,321 peers)
- +17.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Legal Aid of North Carolina Ret Plan's outsized position by total assets
Legal Aid of North Carolina Ret Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,090,499 Top 22% higher than 78% 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
Legal Aid of North Carolina Ret 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. Legal Aid of North Carolina Ret Plan sits mid-pack in the medium band (466 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Legal Aid of North Carolina Ret Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Legal Aid of North Carolina Ret Plan end-of-year assets rose from $24M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Legal Aid of North Carolina Ret Plan reported participants fell from 481 in the plan year 2022 filing to 466 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 311784161 · Legal Aid of North Carolina Inc PY 2023 · 401(k)
Legal Aid of North Carolina Ret Plan · $28M · 466 · 78th
- EIN $28M
- RANK 466
- PHOTO 78th
- IND 401(k)
- EOY near Inspire Development Centers 401(k) Profit Sharing Plan
- 5500 ind #15992
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 →
Legal Aid of North Carolina Ret Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $4M |
| Employer EIN | 311784161 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Legal Aid of North Carolina Inc)
Sponsor-wide plan assets over time
All Legal Aid of North Carolina Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 33.82191902795359% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 481 | $24M |
| 2023 | 1 | 466 | $28M |
| 2024 | 1 | 468 | $32M |
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
Legal Aid of North Carolina Ret Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Inspire Development Centers 401(k) Profit Sharing Plan in WA ($28M); by covered participants it is New Directions Retirement Savings Plan for Family Care Network in WA (466 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Inspire Development Centers 401(k) Profit Sharing Plan (WA) $28M · 888
- Walkme, Inc 401(k) Plan (CA) $28M · 528
- Posit Software 401(k) Plan (MA) $28M · 285
- Service Electric Cable Tv, Inc. 401(k) Profit Sharing Plan (PA) $28M · 219
Similar participant headcount
Nearest other-state filings by covered participants (466 participants); asset peers above are excluded.
- New Directions Retirement Savings Plan for Family Care Network (WA) 466 · 0 off
- Micropulse, Inc. 401(k) Plan (IN) 466 · 0 off
- Palace Employees 401(k) Savings Plan (MI) 466 · 0 off
- Leedo 401(k) Plan (TX) 466 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.