401(k) · DOL Form 5500 · 2023

A Caring Alternative, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
142
Participants Small participant base
25th
Percentile by assets National rank
$8,155
Avg per participant Low balance/head
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Official DOL plan name: A Caring Alternative, LLC 401(k) Plan · Sponsored by A Caring Alternative, LLC · North Carolina · Healthcare & Social Assistance

$1M in assets, 142 participants

A Caring Alternative, LLC's A Caring Alternative, LLC 401(k) Plan reported $1M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,725 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

A Caring Alternative, LLC 401(k) Plan covers 142 participants in North Carolina, about 17% of the average North Carolina filer (state average ~819 per filing). Assets: $1M.

#3,725
in Healthcare & Social Assistance (17,684 peers)
+22.8%
assets growth YoY

A Caring Alternative, LLC 401(k) Plan among the smaller filed plans by assets

A Caring Alternative, LLC 401(k) Plan vs every filed plan by assets

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

$1,157,966 25th percentile higher than 25% 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

A Caring Alternative, 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. A Caring Alternative, LLC 401(k) Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • A Caring Alternative, LLC 401(k) Plan reported net income rose from -$93K in the plan year 2022 filing to $215K in the plan year 2023 filing.
  • A Caring Alternative, LLC 401(k) Plan end-of-year assets rose from $943K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • A Caring Alternative, LLC 401(k) Plan reported participants rose from 120 in the plan year 2022 filing to 142 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 204357268 · A Caring Alternative, LLC PY 2023 · 401(k)

A Caring Alternative, LLC 401(k) Plan · $1M · 142 · 25th

  • TYPE $1M
  • NET 142
  • BOOK 25th
  • VS-ST 401(k)
  • BOY near Cbd Group, Inc. 401(k) Plan
  • SCH ind #3725

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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →

A Caring Alternative, LLC 401(k) Plan in the asset neighbourhood

A Caring Alternative, LLC 401(k) PlanA Caring Alternative, LLC 40…$1MCbd Group, Inc. 401(k) Plan$1MM and E Retirement Plan$1MBoomtown Casino Hotel 401(k) Profit Sharing PlanBoomtown Casino Hotel 401(k)…$1MBarber Ventures, Inc. 401(k) PlanBarber Ventures, Inc. 401(k)…$1M
End-of-year total assets ($M) among A Caring Alternative, LLC 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)$943K
Net Assets (End of Year)$1M
Net Income$215K
Employer EIN204357268
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A Caring Alternative, LLC)

Sponsor-wide plan assets over time

All A Caring Alternative, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 57.030600559843926% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.94M $1.48M ▲ +57.4%
Year Plans Participants Total Assets
2022 1 120 $943K
2023 1 142 $1M
2024 1 147 $1M

Nearby 401(k) Plans in North Carolina

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

A Caring Alternative, 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 ($B) Participants A Caring Alternative, LLC 401(k) Plan, Total assets ($B): 0.001157966 · Participants: 142A Caring Alternative, 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
A Caring Alternative, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

A Caring Alternative, 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 Cbd Group, Inc. 401(k) Plan in MO ($1M); by covered participants it is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (142 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 A Caring Alternative, LLC 401(k) Plan assets move in 2023?
A Caring Alternative, LLC 401(k) Plan grew sharply - up 22.8% during 2023, from $943K to $1M. Reported net income was $215K.
How have A Caring Alternative, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), A Caring Alternative, LLC's sponsor-wide assets grew 57.0%, from $943K to $1M.
Where does A Caring Alternative, LLC 401(k) Plan rank by assets among Form 5500 filers?
A Caring Alternative, LLC 401(k) Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to A Caring Alternative, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Cbd Group, Inc. 401(k) Plan in MO ($1M, 14 participants).
Which 401(k) plans cover a similar participant headcount to A Caring Alternative, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants, $12M in assets).