401(k) · DOL Form 5500 · 2023

Carolina Dealerships Inc. 401(k) Plan

Data updated 2026-08-11

$98M
Total assets
2,447
Participants
91st
Percentile by assets
$40,146
Avg per participant
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Official DOL plan name: Carolina Dealerships, Inc. 401(k) Plan · Sponsored by Carolina Dealerships Inc. · North Carolina · Retail Trade

$98M in assets, 2,447 participants

Carolina Dealerships Inc.'s Carolina Dealerships, Inc. 401(k) Plan reported $98M in total assets and 2,447 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #7,996 in Retail Trade (8,414 peers)

Coverage in North Carolina

Carolina Dealerships, Inc. 401(k) Plan covers 2,447 participants in North Carolina, 3.0x the typical North Carolina plan (state average ~819 per filing). Assets: $98M.

$98M
total plan assets (2023 EOY)
2,447
covered participants
91st
percentile by assets (of 127,072 plans)
$40,146
avg assets per participant

Where Carolina Dealerships, Inc. 401(k) Plan sits by total assets

Carolina Dealerships, Inc. 401(k) Plan vs every filed plan by assets

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

$98,237,200 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carolina Dealerships, Inc. 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Carolina Dealerships, Inc. 401(k) Plan end-of-year assets rose from $83M in the plan year 2022 filing to $98M in the plan year 2023 filing.
  • Carolina Dealerships, Inc. 401(k) Plan reported participants rose from 2,255 in the plan year 2022 filing to 2,447 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
North Carolina
Industry
Retail Trade

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. Carolina Dealerships, Inc. 401(k) Plan reports 2,447 participants - 3.0x that state average ($98M EOY assets).

North Carolina filing particulars

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$98M
Net Income$16M
Employer EIN200465434
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carolina Dealerships Inc.)

$70M$80M$90M$100M$110M$120M 202220232024 $82.6M $112M ▲ +35.9%
Total plan assets by year, all Carolina Dealerships Inc. plans on file
Year Plans Participants Total Assets
2022 1 2,255 $83M
2023 1 2,447 $98M
2024 1 2,789 $112M

Nearby 401(k) Plans in North Carolina

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

Carolina Dealerships, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Carolina Dealerships…, Total assets ($B): 0.0982372 · Participants: 2447Carolina Dealerships…The Bank of America …, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America …Honeywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retireme…, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retireme…Truist Financial Cor…, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Cor…Nucor Corporation Pr…, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Pr…
Carolina Dealerships, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carolina Dealerships, Inc. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Carolina Dealerships, Inc. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Carolina Dealerships, Inc. 401(k) Plan assets move in 2023? ▼
Carolina Dealerships, Inc. 401(k) Plan grew sharply - up 18.9% during 2023, from $83M to $98M. Reported net income was $16M.
How have Carolina Dealerships Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolina Dealerships Inc.'s sponsor-wide assets grew 35.9%, from $83M to $112M.
Where does Carolina Dealerships, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Carolina Dealerships, Inc. 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Carolina Dealerships, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bob Evans Restaurants, LLC 401(k) Retirement Plan in OH ($98M, 14,600 participants).

Next read for Carolina Dealerships, Inc. 401(k) Plan

Filing takeaways

Ways to act on Carolina Dealerships, Inc. 401(k) Plan's numbers.

  • By total assets, Carolina Dealerships, Inc. 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 Dealerships Inc.'s sponsor-wide assets have grown 35.9% since 2022 across 3 plan years on file. More Retail Trade plans

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 200465434.

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.