401(k) · DOL Form 5500 · 2023

Foster Caviness Company, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
153
Participants Small participant base
28th
Percentile by assets National rank
$10,767
Avg per participant Low balance/head
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Official DOL plan name: Foster Caviness Company 401(k) Plan · Sponsored by Foster Caviness Company, Inc. · North Carolina · Wholesale Trade

$2M in assets, 153 participants

Foster Caviness Company, Inc.'s Foster Caviness Company 401(k) Plan reported $2M in total assets and 153 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.

  • #1,119 in Wholesale Trade (6,309 peers)

Coverage in North Carolina

Foster Caviness Company 401(k) Plan covers 153 participants in North Carolina, about 19% of the average North Carolina filer (state average ~819 per filing). Assets: $2M.

#1,119
in Wholesale Trade (6,309 peers)
+118.9%
assets growth YoY

Foster Caviness Company 401(k) Plan among the smaller filed plans by assets

Foster Caviness Company 401(k) Plan vs every filed plan by assets

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

$1,647,388 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

Foster Caviness Company 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. Foster Caviness Company 401(k) Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Foster Caviness Company 401(k) Plan reported net income rose from $12K in the plan year 2022 filing to $895K in the plan year 2023 filing.
  • Foster Caviness Company 401(k) Plan end-of-year assets rose from $753K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Foster Caviness Company 401(k) Plan reported participants fell from 169 in the plan year 2022 filing to 153 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 560507149 · Foster Caviness Company, Inc. PY 2023 · 401(k)

Foster Caviness Company 401(k) Plan · $2M · 153 · 28th

  • IND $2M
  • EOY 153
  • 5500 28th
  • ASSETS 401(k)
  • PCT near Filmtools Inc.
  • EIN ind #1119

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Foster Caviness Company 401(k) Plan in the asset neighbourhood

Foster Caviness Company 401(k) PlanFoster Caviness Company 401(…$2MFilmtools Inc.$2MTailored Management 401(k) PlanTailored Management 401(k) P…$2MEdmonds, Husz & Pemberton Eye Center PC Profit Sharing Plan & Trust AgreementEdmonds, Husz & Pemberton Ey…$2MThe Denver Beer Company, LLC 401(k) PlanThe Denver Beer Company, LLC…$2M
End-of-year total assets ($M) among Foster Caviness Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$753K
Net Assets (End of Year)$2M
Net Income$895K
Employer EIN560507149
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Foster Caviness Company, Inc.)

Sponsor-wide plan assets over time

All Foster Caviness Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 183.49016866996018% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $0.75M $2.13M ▲ +184.0%
Year Plans Participants Total Assets
2022 1 169 $753K
2023 1 153 $2M
2024 1 169 $2M

Nearby 401(k) Plans in North Carolina

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

Foster Caviness Company 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Foster Caviness Company 401(k) Plan, Total assets ($B): 0.001647388 · Participants: 153Foster Caviness Company 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
Foster Caviness Company 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Foster Caviness Company 401(k) Plan side-by-side with 3 peers →

Foster Caviness Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Filmtools Inc. in CA ($2M); by covered participants it is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Foster Caviness Company 401(k) Plan assets move in 2023? ▼
Foster Caviness Company 401(k) Plan surged - up 118.9% during 2023, from $753K to $2M. Reported net income was $895K.
How have Foster Caviness Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Foster Caviness Company, Inc.'s sponsor-wide assets grew 183.5%, from $753K to $2M.
Which 401(k) plans are similar in size to Foster Caviness Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Filmtools Inc. in CA ($2M, 81 participants).
Which 401(k) plans cover a similar participant headcount to Foster Caviness Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants, N/A 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 560507149.

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.