401(k) · DOL Form 5500 · 2024

Don Farmer Cpa, PA 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
28th
Percentile by assets National rank
$556,566
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust · Sponsored by Don Farmer Cpa, PA · North Carolina · Professional & Technical Services

$2M in assets, 3 participants

Don Farmer Cpa, PA's Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,654 in Professional & Technical Services (20,173 peers)

2024 asset change

Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust grew at a solid clip 11.1% in 2024 ($2M → $2M) for 3 participants.

#4,654
in Professional & Technical Services (20,173 peers)
+11.1%
assets growth YoY

Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,669,697 28th percentile higher than 28% 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

Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust reported net income rose from -$63K in the plan year 2023 filing to $167K in the plan year 2024 filing.
  • Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 561418877 · Don Farmer Cpa, PA PY 2024 · 401(k)

Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust · $2M · 3 · 28th

  • BOY $2M
  • SCH 3
  • EBSA 28th
  • PART 401(k)
  • TYPE near First Fence of Georgia, Inc.
  • NET ind #4654

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & TrustDon Farmer Cpa, P.a. 401(k) …$2MFirst Fence of Georgia, Inc.$2MTexoma Battery Retirement PlanTexoma Battery Retirement Pl…$2MNorthern Ohio Provisions, LLC Safe Harbor 401(k) PlanNorthern Ohio Provisions, LL…$2MPanhandle Oilfield Service Companies, Inc. 401(k) Profit Sharing PlanPanhandle Oilfield Service C…$2M
End-of-year total assets ($M) among Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Don Farmer Cpa, PA years around the 2024 move

Sponsor-wide plan assets over time

All Don Farmer Cpa, PA plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.678520566814915% vs 2022
2024 filing year
$1.4M$1.5M$1.6M$1.7M 202220232024 $1.57M $1.67M ▲ +6.4%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 3 $2M
2024 1 3 $2M

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$167K
Employer EIN561418877
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001669697 · Participants: 3Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & TrustThe 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
Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is First Fence of Georgia, Inc. in GA ($2M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 11.1% during 2024, from $2M to $2M. Reported net income was $167K.
How have Don Farmer Cpa, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Don Farmer Cpa, PA's sponsor-wide assets grew 6.7%, from $2M to $2M.
Which 401(k) plans are similar in size to Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is First Fence of Georgia, Inc. in GA ($2M, 40 participants).
Which 401(k) plans cover a similar participant headcount to Don Farmer Cpa, P.a. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 561418877.

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.