401(k) · DOL Form 5500 · 2024

Carmel Country Club, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
160
Participants Small participant base
53rd
Percentile by assets National rank
$56,109
Avg per participant Low balance/head
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Official DOL plan name: Carmel Country Club Inc 401(k)Plan · Sponsored by Carmel Country Club, Inc. · North Carolina · Food Services & Accommodation

$9M in assets, 160 participants

Carmel Country Club, Inc.'s Carmel Country Club Inc 401(k)Plan reported $9M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,057 in Food Services & Accommodation (3,672 peers)

Coverage in North Carolina

Carmel Country Club Inc 401(k)Plan covers 160 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.

#3,057
in Food Services & Accommodation (3,672 peers)
+15.7%
assets growth YoY

Carmel Country Club Inc 401(k)Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Carmel Country Club Inc 401(k)Plan vs every filed plan by assets

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

$8,977,384 Top 47% higher than 53% 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

Carmel Country Club Inc 401(k)Plan 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. Carmel Country Club Inc 401(k)Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carmel Country Club Inc 401(k)Plan reported net income rose from $311K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Carmel Country Club Inc 401(k)Plan reported participants rose from 134 in the plan year 2023 filing to 160 in the plan year 2024 filing.
  • Carmel Country Club Inc 401(k)Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 560507966 · Carmel Country Club, Inc. PY 2024 · 401(k)

Carmel Country Club Inc 401(k)Plan · $9M · 160 · 53rd

  • SCH $9M
  • EBSA 160
  • PART 53rd
  • TYPE 401(k)
  • NET near Prime Communications, Inc. 401(k) Plan
  • BOOK ind #3057

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 Food Services & Accommodation retirement plans → · Plans in North Carolina →

Carmel Country Club Inc 401(k)Plan in the asset neighbourhood

Carmel Country Club Inc 401(k)PlanCarmel Country Club Inc 401(…$9MPrime Communications, Inc. 401(k) PlanPrime Communications, Inc. 4…$9MBrandt Information Services Retirement PlanBrandt Information Services …$9MWichita Falls Gastroenterology Associates 401(k) PlanWichita Falls Gastroenterolo…$9MSeran Bioscience 401(k) Plan$9M
End-of-year total assets ($M) among Carmel Country Club Inc 401(k)Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN560507966
Plan Effective Date1999-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carmel Country Club, Inc.)

Sponsor-wide plan assets over time

All Carmel Country Club, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 19.664564328715443% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M$9M$9.5M 202220232024 $7.5M $8.98M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 121 $8M
2023 1 134 $8M
2024 1 160 $9M

Nearby 401(k) Plans in North Carolina

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

Carmel Country Club Inc 401(k)Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Carmel Country Club Inc 401(k)Plan, Total assets ($B): 0.008977384 · Participants: 160Carmel Country Club Inc 401(k)PlanThe 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
Carmel Country Club Inc 401(k)Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carmel Country Club Inc 401(k)Plan side-by-side with 3 peers →

Carmel Country Club 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 Prime Communications, Inc. 401(k) Plan in NE ($9M); by covered participants it is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Carmel Country Club Inc 401(k)Plan assets move in 2024? ▼
Carmel Country Club Inc 401(k)Plan grew sharply - up 15.7% during 2024, from $8M to $9M. Reported net income was $1M.
How have Carmel Country Club, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carmel Country Club, Inc.'s sponsor-wide assets grew 19.7%, from $8M to $9M.
Which 401(k) plans are similar in size to Carmel Country Club Inc 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by assets is Prime Communications, Inc. 401(k) Plan in NE ($9M, 150 participants).
Which 401(k) plans cover a similar participant headcount to Carmel Country Club Inc 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 560507966.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.