401(k) · DOL Form 5500 · 2024
Heyward-Charlotte Incorporated 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $539,172
- Avg per participant High balance/head
Official DOL plan name: Heyward-Charlotte Incorporated Profit Sharing Plan · Sponsored by Heyward-Charlotte Incorporated · North Carolina · Wholesale Trade
$13M in assets, 24 participants
Heyward-Charlotte Incorporated's Heyward-Charlotte Incorporated Profit Sharing Plan reported $13M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #3,259 in Wholesale Trade (6,080 peers)
Heyward-Charlotte Incorporated multi-year trail
Heyward-Charlotte Incorporated's plans moved +17.1% in assets from 2022 to 2024; this filing shows Heyward-Charlotte Incorporated Profit Sharing Plan at $13M / 24 participants.
- #3,259
- in Wholesale Trade (6,080 peers)
- +2.0%
- assets growth YoY
Heyward-Charlotte Incorporated Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers
Heyward-Charlotte Incorporated Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,940,116 Top 39% higher than 61% 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
Heyward-Charlotte Incorporated Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heyward-Charlotte Incorporated Profit Sharing Plan is a small filing (24 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heyward-Charlotte Incorporated Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $259K in the plan year 2024 filing.
- Heyward-Charlotte Incorporated Profit Sharing Plan reported participants rose from 23 in the plan year 2023 filing to 24 in the plan year 2024 filing.
- Heyward-Charlotte Incorporated Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2023 filing to $13M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 562114478 · Heyward-Charlotte Incorporated PY 2024 · 401(k)
Heyward-Charlotte Incorporated Profit Sharing Plan · $13M · 24 · 61st
- EBSA $13M
- PART 24
- TYPE 61st
- NET 401(k)
- BOOK near Doehler North America 401(k) Plan
- VS-ST ind #3259
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 →
Heyward-Charlotte Incorporated Profit Sharing Plan in the asset neighbourhood
Heyward-Charlotte Incorporated multi-year asset trail
Sponsor-wide plan assets over time
All Heyward-Charlotte Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 17.067448701576215% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $11M |
| 2023 | 1 | 23 | $13M |
| 2024 | 1 | 24 | $13M |
Heyward-Charlotte Incorporated filing trail (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $259K |
| Employer EIN | 562114478 |
| Plan Effective Date | 1957-12-31 |
| Filing Status | FILING RECEIVED |
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
Heyward-Charlotte Incorporated Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Doehler North America 401(k) Plan in GA ($13M); by covered participants it is Dog House Ventures, Inc. 401(k) Plan in DE (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Doehler North America 401(k) Plan (GA) $13M · 275
- Ftg Circuits Minnetonka, LLC 401(k) Plan (MN) $13M · 140
- Pacific Union Company 401(k) Retirement Plan (CA) $13M · 247
- United Way Miami 401(k) Plan (FL) $13M · 195
Similar participant headcount
Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.
- Dog House Ventures, Inc. 401(k) Plan (DE) 24 · 0 off
- Post Insurance Services, Inc. 401(k) Plan (ID) 24 · 0 off
- Iqa Solutions, Inc. 401(k) Plan (CA) 24 · 0 off
- G Group Ventures, Inc. 401(k) Profit Sharing Plan (TX) 24 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.