401(k) · DOL Form 5500 · 2024
Compass Precision, LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 143
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $31,268
- Avg per participant Low balance/head
Official DOL plan name: Compass Precision LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Compass Precision, LLC · North Carolina · Wholesale Trade
$4M in assets, 143 participants
Compass Precision, LLC's Compass Precision LLC 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #1,816 in Wholesale Trade (6,080 peers)
Coverage in North Carolina
Compass Precision LLC 401(k) Profit Sharing Plan and Trust covers 143 participants in North Carolina, about 17% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.
- #1,816
- in Wholesale Trade (6,080 peers)
- +28.2%
- assets growth YoY
Compass Precision LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers
Compass Precision LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,471,364 40th percentile higher than 40% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Compass Precision LLC 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Compass Precision LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (143 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Compass Precision LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 109 in the plan year 2023 filing to 143 in the plan year 2024 filing.
- Compass Precision LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Compass Precision LLC 401(k) Profit Sharing Plan and Trust reported net income rose from $934K in the plan year 2023 filing to $984K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 843218137 · Compass Precision, LLC PY 2024 · 401(k)
Compass Precision LLC 401(k) Profit Sharing Plan and Trust · $4M · 143 · 40th
- SCH $4M
- EBSA 143
- PART 40th
- TYPE 401(k)
- NET near Columbia Vantage House Corporation 403(b) Tda Plan
- BOOK ind #1816
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 Wholesale Trade retirement plans → · Plans in North Carolina →
Compass Precision LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $984K |
| Employer EIN | 843218137 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Compass Precision, LLC)
Sponsor-wide plan assets over time
All Compass Precision, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 75.09992727933468% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 70 | $3M |
| 2023 | 1 | 109 | $3M |
| 2024 | 1 | 143 | $4M |
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 $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Compass Precision LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Columbia Vantage House Corporation 403(b) Tda Plan in MD ($4M); by covered participants it is Blairex Laboratories, Inc. 401(k) in IN (143 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.
- Blairex Laboratories, Inc. 401(k) (IN) 143 · 0 off
- Flywheel Digital LLC 401(k) Plan () 143 · 0 off
- Clock Spring Company, Inc. 401(k) Plan (CT) 143 · 0 off
- Spectra Company Inc 401(k) Profit Sharing Plan & Trust (CA) 143 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.