401(k) · DOL Form 5500 · 2023

Carolina Dealerships Inc. 401(k) Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
2,447
Participants Above avg headcount
91st
Percentile by assets National rank
$40,146
Avg per participant Low balance/head
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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.

  • #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.

#7,996
in Retail Trade (8,414 peers)
+18.9%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Carolina Dealerships, Inc. 401(k) Plan's outsized position 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 $2,050,000,000 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 Dealerships, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carolina Dealerships, Inc. 401(k) Plan lands in the large band (2,447 participants).

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 →

Published 5500 schedule card

Filing strip 200465434 · Carolina Dealerships Inc. PY 2023 · 401(k)

Carolina Dealerships, Inc. 401(k) Plan · $98M · 2,447 · 91st

  • EOY $98M
  • EOY 2,447
  • EOY 91st
  • EOY 401(k)
  • EOY near Bob Evans Restaurants, LLC 401(k) Retirement Plan
  • EOY ind #7996

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 Retail Trade retirement plans → · Plans in North Carolina →

Carolina Dealerships, Inc. 401(k) Plan in the asset neighbourhood

Aldrich Retirement Plan$98MAldrich Retirement Plan$98MCarolina Dealerships, Inc. 401(k) PlanCarolina Dealerships, Inc. 4…$98MBob Evans Restaurants, LLC 401(k) Retirement PlanBob Evans Restaurants, LLC 4…$98MGreatland Corporation 401(k) PlanGreatland Corporation 401(k)…$98M
End-of-year total assets ($M) among Carolina Dealerships, Inc. 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)$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.)

Sponsor-wide plan assets over time

All Carolina Dealerships Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$112M 35.85680584534824% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $82.6M $112M ▲ +35.9%
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 ($B) Participants Carolina Dealerships, Inc. 401(k) Plan, Total assets ($B): 0.0982372 · Participants: 2447Carolina Dealerships, Inc. 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
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 →

Carolina Dealerships, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Bob Evans Restaurants, LLC 401(k) Retirement Plan in OH ($98M); by covered participants it is Situsamc 401(k) Plan in TX (2,447 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($98M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,447 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 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).
Which 401(k) plans cover a similar participant headcount to Carolina Dealerships, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Situsamc 401(k) Plan in TX (2,447 participants, $170M 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 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.