401(k) · DOL Form 5500 · 2023

Carolina Custom Blinds and Design, Inc. 401(k) Plan

Data updated 2026-08-25

$93K
Total assets Small plan by assets: 2
Participants Small participant base: 6th
Percentile by assets National rank: $46,386
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Carolina Custom Blinds and Design, Inc. 401(k) Plan · Sponsored by Carolina Custom Blinds and Design, Inc. · North Carolina · Retail Trade

$93K in assets, 2 participants

Carolina Custom Blinds and Design, Inc.'s Carolina Custom Blinds and Design, Inc. 401(k) Plan reported $93K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 6th 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.

#778 in Retail Trade (8,414 peers)

Carolina Custom Blinds and Design, Inc. multi-year trail

Carolina Custom Blinds and Design, Inc.'s plans moved +1240.9% in assets from 2022 to 2024; this filing shows Carolina Custom Blinds and Design, Inc. 401(k) Plan at $93K / 2 participants.

#778
in Retail Trade (8,414 peers): +353.1%
assets growth YoY

Carolina Custom Blinds and Design, Inc. 401(k) Plan among the smaller filed plans by assets

Carolina Custom Blinds and Design, Inc. 401(k) Plan vs every filed plan by assets

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

$92,772 6th percentile higher than 6% 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

Carolina Custom Blinds and Design, Inc. 401(k) Plan 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 Custom Blinds and Design, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Carolina Custom Blinds and Design, Inc. 401(k) Plan end-of-year assets rose from $20K in the plan year 2022 filing to $93K in the plan year 2023 filing.
Carolina Custom Blinds and Design, Inc. 401(k) Plan reported net income rose from -$104K in the plan year 2022 filing to $72K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 861347723 · Carolina Custom Blinds and Design, Inc. PY 2023 · 401(k)

Carolina Custom Blinds and Design, Inc. 401(k) Plan · $93K · 2 · 6th

TYPE $93K
TYPE 2
TYPE 6th
TYPE 401(k)
TYPE near Dogwood Cottage Retirement Plan
TYPE ind #778

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 →

End-of-year total assets ($M) among Carolina Custom Blinds and Design, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carolina Custom Blinds and Design, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $275K 1240.8713490280356% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$20K
2023	1	2	$93K
2024	1	2	$275K

Carolina Custom Blinds and Design, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$20K
Net Assets (End of Year)	$93K
Net Income	$72K
Employer EIN	861347723
Plan Effective Date	2021-01-11
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Carolina Custom Blinds and Design, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

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

Compare Carolina Custom Blinds and Design, Inc. 401(k) Plan side-by-side with 3 peers →

Carolina Custom Blinds and Design, 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 Dogwood Cottage Retirement Plan in TX ($93K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($93K here).

Dogwood Cottage Retirement Plan (TX) $93K · 1
The Innovative Ideas & Solutions Corp. 401(k) Profit Sharing Plan (GA) $93K · 1
Ignite Enterprises Inc. 401(k) Plan (WI) $93K · N/A
S.P. O'neil & Co., Inc. 401(k) Profit Sharing Plan (NH) $93K · 1

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

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 Custom Blinds and Design, Inc. 401(k) Plan assets move in 2023? ▼

Carolina Custom Blinds and Design, Inc. 401(k) Plan surged - up 353.1% during 2023, from $20K to $93K. Reported net income was $72K.

How have Carolina Custom Blinds and Design, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Carolina Custom Blinds and Design, Inc.'s sponsor-wide assets grew 1240.9%, from $20K to $275K.

Where does Carolina Custom Blinds and Design, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Carolina Custom Blinds and Design, Inc. 401(k) Plan ranks in the 6th 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 Custom Blinds and Design, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Dogwood Cottage Retirement Plan in TX ($93K, 1 participant).

Which 401(k) plans cover a similar participant headcount to Carolina Custom Blinds and Design, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 861347723.