401(k) · DOL Form 5500 · 2023

Carolina Wholesale Group, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
251
Participants Below avg headcount
73rd
Percentile by assets National rank
$82,207
Avg per participant Below avg balance/head
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Official DOL plan name: Carolina Wholesale Group 401(k) Plan · Sponsored by Carolina Wholesale Group, Inc. · Illinois · Wholesale Trade

$21M in assets, 251 participants

Carolina Wholesale Group, Inc.'s Carolina Wholesale Group 401(k) Plan reported $21M in total assets and 251 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,431 in Wholesale Trade (6,309 peers)

Coverage in Illinois

Carolina Wholesale Group 401(k) Plan covers 251 participants in Illinois, about 32% of the average Illinois filer (state average ~779 per filing). Assets: $21M.

#4,431
in Wholesale Trade (6,309 peers)
+27.0%
assets growth YoY

Carolina Wholesale Group 401(k) Plan's outsized position by total assets

Carolina Wholesale Group 401(k) Plan vs every filed plan by assets

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

$20,633,967 Top 27% higher than 73% 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 Wholesale Group 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. Carolina Wholesale Group 401(k) Plan sits mid-pack in the medium band (251 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carolina Wholesale Group 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Carolina Wholesale Group 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Carolina Wholesale Group 401(k) Plan reported participants rose from 231 in the plan year 2022 filing to 251 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 201365612 · Carolina Wholesale Group, Inc. PY 2023 · 401(k)

Carolina Wholesale Group 401(k) Plan · $21M · 251 · 73rd

  • SCH $21M
  • EBSA 251
  • PART 73rd
  • TYPE 401(k)
  • NET near Hornets Basketball, LLC 401(k) Plan
  • BOOK ind #4431

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 Illinois →

Carolina Wholesale Group 401(k) Plan in the asset neighbourhood

Completecare Health Network Retirement PlanCompletecare Health Network …$21MCornell Dubilier Electronics, Inc. 401(k) PlanCornell Dubilier Electronics…$21MCarolina Wholesale Group 401(k) PlanCarolina Wholesale Group 401…$21MHornets Basketball, LLC 401(k) PlanHornets Basketball, LLC 401(…$21MOldenburg Group Incorporated Savings PlanOldenburg Group Incorporated…$21M
End-of-year total assets ($M) among Carolina Wholesale Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN201365612
Plan Effective Date1981-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carolina Wholesale Group, Inc.)

Sponsor-wide plan assets over time

All Carolina Wholesale Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 35.39195038849448% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16.3M $22M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 231 $16M
2023 1 251 $21M
2024 1 204 $22M

Nearby 401(k) Plans in Illinois

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

Carolina Wholesale Group 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Carolina Wholesale Group 401(k) Plan, Total assets ($B): 0.020633967 · Participants: 251Carolina Wholesale Group 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Carolina Wholesale Group 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Carolina Wholesale Group 401(k) Plan side-by-side with 3 peers →

Carolina Wholesale Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Hornets Basketball, LLC 401(k) Plan in NC ($21M); by covered participants it is Drata Inc. 401(k) Plan in CA (251 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (251 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 Wholesale Group 401(k) Plan assets move in 2023? ▼
Carolina Wholesale Group 401(k) Plan grew sharply - up 27.0% during 2023, from $16M to $21M. Reported net income was $4M.
How have Carolina Wholesale Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolina Wholesale Group, Inc.'s sponsor-wide assets grew 35.4%, from $16M to $22M.
Which 401(k) plans are similar in size to Carolina Wholesale Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hornets Basketball, LLC 401(k) Plan in NC ($21M, 278 participants).
Which 401(k) plans cover a similar participant headcount to Carolina Wholesale Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Drata Inc. 401(k) Plan in CA (251 participants, $8M 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 201365612.

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.