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
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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

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 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.

See the national 2023→2024 release diff →

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

Compass Precision LLC 401(k) Profit Sharing Plan and TrustCompass Precision LLC 401(k)…$4MColumbia Vantage House Corporation 403(b) Tda PlanColumbia Vantage House Corpo…$4MV-G Supply Company, Inc. Profit Sharing Plan and TrustV-G Supply Company, Inc. Pro…$4MAllied Building Service Company of Detroit Inc. 401(k) PlanAllied Building Service Comp…$4MMark Twain St. Joseph's Hospital 403(b) Tax Deferred Annuity PlanMark Twain St. Joseph's Hosp…$4M
End-of-year total assets ($M) among Compass Precision LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$984K
Employer EIN843218137
Plan Effective Date2019-01-01
Filing StatusFILING 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
$2M$3M$4M$5M 202220232024 $2.55M $4.47M ▲ +75.3%
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.

Compass Precision LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Compass Precision LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.004471364 · Participants: 143Compass Precision LLC 401(k) Profit Sharing Plan and TrustThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Compass Precision LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Compass Precision LLC 401(k) Profit Sharing Plan and Trust assets move in 2024?
Compass Precision LLC 401(k) Profit Sharing Plan and Trust grew sharply - up 28.2% during 2024, from $3M to $4M. Reported net income was $984K.
How have Compass Precision, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Compass Precision, LLC's sponsor-wide assets grew 75.1%, from $3M to $4M.
Which 401(k) plans are similar in size to Compass Precision LLC 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Columbia Vantage House Corporation 403(b) Tda Plan in MD ($4M, 203 participants).
Which 401(k) plans cover a similar participant headcount to Compass Precision LLC 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Blairex Laboratories, Inc. 401(k) in IN (143 participants, N/A in assets).