401(k) · DOL Form 5500 · 2023

Carolina Dreamin Inc. 401(k) Plan

Data updated 2026-08-25

$689K
Total assets Small plan by assets
1
Participants Small participant base
21st
Percentile by assets National rank
$689,414
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carolina Dreamin 401(k) · Sponsored by Carolina Dreamin Inc. · North Carolina · Food Services & Accommodation

$689K in assets, 1 participants

Carolina Dreamin Inc.'s Carolina Dreamin 401(k) reported $689K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,049 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Carolina Dreamin 401(k) ranks #2,049 of 3,828 2023 filers by assets (2838% of the sector average)-$689K for 1 participant.

#2,049
in Food Services & Accommodation (3,828 peers)
+18.9%
assets growth YoY

Carolina Dreamin 401(k) among the smaller filed plans by assets

Carolina Dreamin 401(k) vs every filed plan by assets

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

$689,414 21st percentile higher than 21% 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 Dreamin 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carolina Dreamin 401(k) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carolina Dreamin 401(k) reported net income fell from $335K in the plan year 2022 filing to $110K in the plan year 2023 filing.
  • Carolina Dreamin 401(k) end-of-year assets rose from $580K in the plan year 2022 filing to $689K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 831454735 · Carolina Dreamin Inc. PY 2023 · 401(k)

Carolina Dreamin 401(k) · $689K · 1 · 21st

  • PART $689K
  • TYPE 1
  • NET 21st
  • BOOK 401(k)
  • VS-ST near Rpgnc Graffagna, Inc. 401(k) Profit Sharing Plan
  • BOY ind #2049

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 Food Services & Accommodation retirement plans → · Plans in North Carolina →

Carolina Dreamin 401(k) in the asset neighbourhood

Carolina Dreamin 401(k)$689KRpgnc Graffagna, Inc. 401(k) Profit Sharing PlanRpgnc Graffagna, Inc. 401(k)…$689KPhenixr Corporation 401(k) PlanPhenixr Corporation 401(k) P…$689KSoutheast Specialty Silicones, Inc Retirement PlanSoutheast Specialty Silicone…$690KThe Employer Benefits, Inc. Profit-Sharing Plan and TrustThe Employer Benefits, Inc. …$689K
End-of-year total assets ($M) among Carolina Dreamin 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$580K
Net Assets (End of Year)$689K
Net Income$110K
Employer EIN831454735
Plan Effective Date2018-08-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Carolina Dreamin Inc.)

Sponsor-wide plan assets over time

All Carolina Dreamin Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$513K 11.456525414663938% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.58M $0.51M ▼ -12.1%
Year Plans Participants Total Assets
2022 1 1 $580K
2023 1 1 $689K
2024 1 1 $513K

Nearby 401(k) Plans in North Carolina

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

Carolina Dreamin 401(k) vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Carolina Dreamin 401(k), Total assets ($B): 0.000689414 · Participants: 1Carolina Dreamin 401(k)The 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 Dreamin 401(k) vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carolina Dreamin 401(k) side-by-side with 3 peers →

Carolina Dreamin 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Rpgnc Graffagna, Inc. 401(k) Profit Sharing Plan in IL ($689K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Dreamin 401(k) assets move in 2023? ▼
Carolina Dreamin 401(k) grew sharply - up 18.9% during 2023, from $580K to $689K. Reported net income was $110K.
How have Carolina Dreamin Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolina Dreamin Inc.'s sponsor-wide assets declined 11.5%, from $580K to $513K.
Where does Carolina Dreamin 401(k) rank by assets among Form 5500 filers? ▼
Carolina Dreamin 401(k) ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Carolina Dreamin 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Rpgnc Graffagna, Inc. 401(k) Profit Sharing Plan in IL ($689K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Carolina Dreamin 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 831454735.

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.