401(k) · DOL Form 5500 · 2023
Charlotte Animal Referral & Emergency 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 180
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $31,978
- Avg per participant Low balance/head
Official DOL plan name: Charlotte Animal Referral & Emergency 401(k) Profit Sharing Plan & Trust · Sponsored by Charlotte Animal Referral & Emergency · North Carolina · Professional & Technical Services
$6M in assets, 180 participants
Charlotte Animal Referral & Emergency's Charlotte Animal Referral & Emergency 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 180 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.
- #9,181 in Professional & Technical Services (20,321 peers)
Coverage in North Carolina
Charlotte Animal Referral & Emergency 401(k) Profit Sharing Plan & Trust covers 180 participants in North Carolina, about 22% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.
- #9,181
- in Professional & Technical Services (20,321 peers)
- +43.7%
- assets growth YoY
Charlotte Animal Referral & Emergency 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Charlotte Animal Referral & Emergency 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,756,072 47th percentile higher than 47% 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
Charlotte Animal Referral & Emergency 401(k) Profit Sharing Plan & Trust 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. Charlotte Animal Referral & Emergency 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (180 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Charlotte Animal Referral & Emergency 401(k) Profit Sharing Plan & Trust reported net income rose from -$39K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Charlotte Animal Referral & Emergency 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Charlotte Animal Referral & Emergency 401(k) Profit Sharing Plan & Trust reported participants rose from 139 in the plan year 2022 filing to 180 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 472458775 · Charlotte Animal Referral & Emergency PY 2023 · 401(k)
Charlotte Animal Referral & Emergency 401(k) Profit Sharing Plan & Trust · $6M · 180 · 47th
- SCH $6M
- EBSA 180
- PART 47th
- TYPE 401(k)
- NET near Peabody Southeast Mining - Umwa 401(k) Plan
- BOOK ind #9181
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 →
Charlotte Animal Referral & Emergency 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $2M |
| Employer EIN | 472458775 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charlotte Animal Referral & Emergency)
Sponsor-wide plan assets over time
All Charlotte Animal Referral & Emergency plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 86.67749729983177% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 139 | $4M |
| 2023 | 1 | 180 | $6M |
| 2024 | 1 | 172 | $7M |
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
Charlotte Animal Referral & Emergency 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Peabody Southeast Mining - Umwa 401(k) Plan in MO ($6M); by covered participants it is Hass-Anderson Construction Profit Sharing 401(k) Plan in TX (180 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (180 participants); asset peers above are excluded.
- Hass-Anderson Construction Profit Sharing 401(k) Plan (TX) 180 · 0 off
- Rndc Shared Services LLC (WA) 180 · 0 off
- Ocean Bio-Chem, Inc. 401(k) Plan (FL) 180 · 0 off
- Founders 401(k) Profit Sharing Plan (NY) 180 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.