401(k) · DOL Form 5500 · 2023
T. a. Loving Company 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 358
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $71,478
- Avg per participant Below avg balance/head
Official DOL plan name: T. a. Loving Company 401(k) Retirement Plan · Sponsored by T. a. Loving Company · North Carolina · Construction
$26M in assets, 358 participants
T. a. Loving Company's T. a. Loving Company 401(k) Retirement Plan reported $26M in total assets and 358 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #6,804 in Construction (9,030 peers)
Coverage in North Carolina
T. a. Loving Company 401(k) Retirement Plan covers 358 participants in North Carolina, about 44% of the average North Carolina filer (state average ~819 per filing). Assets: $26M.
- #6,804
- in Construction (9,030 peers)
- +21.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
T. a. Loving Company 401(k) Retirement Plan's outsized position by total assets
T. a. Loving Company 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$25,589,235 Top 23% higher than 77% 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
T. a. Loving Company 401(k) Retirement 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. T. a. Loving Company 401(k) Retirement Plan sits mid-pack in the medium band (358 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- T. a. Loving Company 401(k) Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- T. a. Loving Company 401(k) Retirement Plan reported participants rose from 248 in the plan year 2022 filing to 358 in the plan year 2023 filing.
- T. a. Loving Company 401(k) Retirement Plan end-of-year assets rose from $21M in the plan year 2022 filing to $26M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 560304141 · T. a. Loving Company PY 2023 · 401(k)
T. a. Loving Company 401(k) Retirement Plan · $26M · 358 · 77th
- EOY $26M
- 5500 358
- ASSETS 77th
- PCT 401(k)
- EIN near Magneco Metrel, Inc. 401(k) Plan and Trust
- RANK ind #6804
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 Construction retirement plans → · Plans in North Carolina →
T. a. Loving Company 401(k) Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $4M |
| Employer EIN | 560304141 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (T. a. Loving Company)
Sponsor-wide plan assets over time
All T. a. Loving Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 42.44728634443181% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 248 | $21M |
| 2023 | 1 | 358 | $26M |
| 2024 | 1 | 378 | $30M |
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
T. a. Loving Company 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Magneco Metrel, Inc. 401(k) Plan and Trust in IL ($26M); by covered participants it is Clark Hill Non-Member Attorneys 401(k) Savings Plan in MI (358 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (358 participants); asset peers above are excluded.
- Clark Hill Non-Member Attorneys 401(k) Savings Plan (MI) 358 · 0 off
- Eglin Federal Credit Union 401(k) Retirement Plan (FL) 358 · 0 off
- Ubg 401(k) - Cpi (NE) 358 · 0 off
- Homeowners Financial Group 401(k) Plan (AZ) 358 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.