401(k) · DOL Form 5500 · 2024
Carolinas Telco Federal Credit Union 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 119
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $116,668
- Avg per participant Below avg balance/head
Official DOL plan name: Carolinas Telco Federal Credit Union 401(k) Plan and Trust · Sponsored by Carolinas Telco Federal Credit Union · North Carolina · Finance & Insurance
$14M in assets, 119 participants
Carolinas Telco Federal Credit Union's Carolinas Telco Federal Credit Union 401(k) Plan and Trust reported $14M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #3,996 in Finance & Insurance (8,549 peers)
Coverage in North Carolina
Carolinas Telco Federal Credit Union 401(k) Plan and Trust covers 119 participants in North Carolina, about 15% of the average North Carolina filer (state average ~819 per filing). Assets: $14M.
- #3,996
- in Finance & Insurance (8,549 peers)
- +5.3%
- assets growth YoY
Carolinas Telco Federal Credit Union 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
Carolinas Telco Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,883,545 Top 37% higher than 63% 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
Carolinas Telco Federal Credit Union 401(k) 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. Carolinas Telco Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (119 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carolinas Telco Federal Credit Union 401(k) Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $693K in the plan year 2024 filing.
- Carolinas Telco Federal Credit Union 401(k) Plan and Trust reported participants rose from 110 in the plan year 2023 filing to 119 in the plan year 2024 filing.
- Carolinas Telco Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 560166559 · Carolinas Telco Federal Credit Union PY 2024 · 401(k)
Carolinas Telco Federal Credit Union 401(k) Plan and Trust · $14M · 119 · 63rd
- TYPE $14M
- TYPE 119
- TYPE 63rd
- TYPE 401(k)
- TYPE near Hacienda Motors, Ltd. Dba Mercedes-Benz of Pleasanton 401(k)
- TYPE ind #3996
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 Finance & Insurance retirement plans → · Plans in North Carolina →
Carolinas Telco Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $693K |
| Employer EIN | 560166559 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carolinas Telco Federal Credit Union)
Sponsor-wide plan assets over time
All Carolinas Telco Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 21.459916607738364% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $11M |
| 2023 | 1 | 110 | $13M |
| 2024 | 1 | 119 | $14M |
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
Carolinas Telco Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Hacienda Motors, Ltd. Dba Mercedes-Benz of Pleasanton 401(k) in CA ($14M); by covered participants it is Culy Contracting LLC Retirement Savings Plan in IN (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Hacienda Motors, Ltd. Dba Mercedes-Benz of Pleasanton 401(k) (CA) $14M · 174
- Art Guild, Inc. Retirement Savings Plan (NJ) $14M · 192
- Trinity Technology Group, Inc. 401(k) Plan (CA) $14M · 57
- Statlab 401(k) Plan (TX) $14M · 240
Similar participant headcount
Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.
- Culy Contracting LLC Retirement Savings Plan (IN) 119 · 0 off
- Solo Printing 401(k) Savings Plan (FL) 119 · 0 off
- Reach Unlimited 401(k) Retirement Plan (TX) 119 · 0 off
- Commerce Media Holdings 401(k) Plan (CA) 119 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.