401(k) · DOL Form 5500 · 2023
Carolina Tractor & Equipment Company 401(k) Plan
Data updated 2026-08-11
- $139M
- Total assets
- 1,725
- Participants
- 93rd
- Percentile by assets
- $80,829
- Avg per participant
Official DOL plan name: Cte 401(k) Plan · Sponsored by Carolina Tractor & Equipment Company · North Carolina · Retail Trade
$139M in assets, 1,725 participants
Carolina Tractor & Equipment Company's Cte 401(k) Plan reported $139M in total assets and 1,725 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 127,072 plans)
- #8,088 in Retail Trade (8,414 peers)
Coverage in North Carolina
Cte 401(k) Plan covers 1,725 participants in North Carolina, 2.1x the typical North Carolina plan (state average ~819 per filing). Assets: $139M.
- $139M
- total plan assets (2023 EOY)
- 1,725
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $80,829
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cte 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Cte 401(k) Plan end-of-year assets rose from $112M in the plan year 2022 filing to $139M in the plan year 2023 filing.
- Cte 401(k) Plan reported participants rose from 1,458 in the plan year 2022 filing to 1,725 in the plan year 2023 filing.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Cte 401(k) Plan reports 1,725 participants - 2.1x that state average ($139M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $112M |
|---|---|
| Net Assets (End of Year) | $139M |
| Net Income | $28M |
| Employer EIN | 560167230 |
| Plan Effective Date | 1952-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carolina Tractor & Equipment Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,458 | $112M |
| 2023 | 1 | 1,725 | $139M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Cte 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Cte 401(k) Plan by total assets, not by location.
- Cmg Hourly 401(k) Plan (AL) $139M · 894
- Availity, L.L.C. 401(k) Retirement Savings Plan (FL) $139M · 1,397
- The Management Tax Savings Investment Plan for Knights of Columbus (CT) $139M · 613
- Beyond 401(k) Plan (UT) $139M · 955
Frequently Asked Questions
How did Cte 401(k) Plan assets move in 2023? ▼
How have Carolina Tractor & Equipment Company plan assets changed over time? ▼
Where does Cte 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Cte 401(k) Plan? ▼
Next read for Cte 401(k) Plan
Filing takeaways
Ways to act on Cte 401(k) Plan's numbers.
- By total assets, Cte 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- Carolina Tractor & Equipment Company's sponsor-wide assets have grown 24.9% since 2022 across 2 plan years on file. More Retail Trade plans