401(k) · DOL Form 5500 · 2024

Carteret Children's Clinic, P.a. 401(k) Plan

Data updated 2026-08-11

$4M
Total assets
32
Participants
37th
Percentile by assets
$113,762
Avg per participant
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Official DOL plan name: Carteret Children's Clinic Retirement Plan · Sponsored by Carteret Children's Clinic, P.a. · North Carolina · Healthcare & Social Assistance

$4M in assets, 32 participants

Carteret Children's Clinic, P.a.'s Carteret Children's Clinic Retirement Plan reported $4M in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • 37th percentile by assets (of 123,622 plans)
  • #6,419 in Healthcare & Social Assistance (16,916 peers)

Carteret Children's Clinic, P.a. multi-year trail

Carteret Children's Clinic, P.a.'s plans moved +40.1% in assets from 2022 to 2024; this filing shows Carteret Children's Clinic Retirement Plan at $4M / 32 participants.

$4M
total plan assets (2024 EOY)
32
covered participants
37th
percentile by assets (of 123,622 plans)
$113,762
avg assets per participant

Where Carteret Children's Clinic Retirement Plan sits by total assets

Carteret Children's Clinic Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,640,384 37th percentile higher than 37% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carteret Children's Clinic Retirement Plan reported net income fell from $620K in the plan year 2023 filing to $421K in the plan year 2024 filing.
  • Carteret Children's Clinic Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Carteret Children's Clinic Retirement Plan reported participants rose from 30 in the plan year 2023 filing to 32 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Carteret Children's Clinic, P.a. across 3 plan years on file

Across the 3 plan years Carteret Children's Clinic, P.a. has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $4M, a gain of 40.1%, while reported participants moved from 29 to 32 (+10.3%). Peak year by sponsor assets: 2024 ($4M); trough: 2022 ($3M).

Carteret Children's Clinic, P.a. multi-year asset trail

$2M$2.5M$3M$3.5M$4M 202220232024 $2.6M $3.64M ▲ +40.0%
Total plan assets by year, all Carteret Children's Clinic, P.a. plans on file
Year Plans Participants Total Assets
2022 1 29 $3M
2023 1 30 $3M
2024 1 32 $4M

Carteret Children's Clinic, P.a. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$421K
Employer EIN561325977
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Carteret Children's Clinic Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Carteret Children's Clinic Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Carteret Children's …The Bank of America …Honeywell 401(k) PlanDuke Energy Retireme…Nucor Corporation Pr…Truist Financial Cor…
Carteret Children's Clinic Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Carteret Children's Clinic Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Carteret Children's Clinic Retirement Plan assets move in 2024?
Carteret Children's Clinic Retirement Plan grew at a solid clip - up 13.1% during 2024, from $3M to $4M. Reported net income was $421K.
How have Carteret Children's Clinic, P.a. plan assets changed over time?
Across 3 plan years on file (2022-2024), Carteret Children's Clinic, P.a.'s sponsor-wide assets grew 40.1%, from $3M to $4M.
Which 401(k) plans are similar in size to Carteret Children's Clinic Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Main Sequence Technologies 401(k) Plan in OH ($4M, 35 participants).

Next read for Carteret Children's Clinic Retirement Pl…

Multi-year trail

Ways to act on Carteret Children's Clinic Retirement Plan's numbers.