401(k) · DOL Form 5500 · 2024

Uwharrie Capital Corp 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
191
Participants Below avg headcount
78th
Percentile by assets National rank
$168,246
Avg per participant Above avg balance/head
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Official DOL plan name: Uwharrie Capital Corp Employees 401(k) Retirement Plan · Sponsored by Uwharrie Capital Corp · North Carolina · Finance & Insurance

$32M in assets, 191 participants

Uwharrie Capital Corp's Uwharrie Capital Corp Employees 401(k) Retirement Plan reported $32M in total assets and 191 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,659 in Finance & Insurance (8,549 peers)

Coverage in North Carolina

Uwharrie Capital Corp Employees 401(k) Retirement Plan covers 191 participants in North Carolina, about 23% of the average North Carolina filer (state average ~819 per filing). Assets: $32M.

#5,659
in Finance & Insurance (8,549 peers)
+3.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Uwharrie Capital Corp Employees 401(k) Retirement Plan's outsized position by total assets

Uwharrie Capital Corp Employees 401(k) Retirement Plan vs every filed plan by assets

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

$32,134,996 Top 22% higher than 78% 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

Uwharrie Capital Corp Employees 401(k) Retirement 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. Uwharrie Capital Corp Employees 401(k) Retirement Plan sits mid-pack in the medium band (191 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Uwharrie Capital Corp Employees 401(k) Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Uwharrie Capital Corp Employees 401(k) Retirement Plan end-of-year assets rose from $31M in the plan year 2023 filing to $32M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 561814206 · Uwharrie Capital Corp PY 2024 · 401(k)

Uwharrie Capital Corp Employees 401(k) Retirement Plan · $32M · 191 · 78th

  • VS-ST $32M
  • VS-ST 191
  • VS-ST 78th
  • VS-ST 401(k)
  • VS-ST near Beardsley Design Associates 401(k) Plan
  • VS-ST ind #5659

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 →

Uwharrie Capital Corp Employees 401(k) Retirement Plan in the asset neighbourhood

Beardsley Design Associates 401(k) PlanBeardsley Design Associates …$32MTtg Imaging Solutions, LLC 401(k) Retirement PlanTtg Imaging Solutions, LLC 4…$32MYubico Inc. 401(k) Plan$32MUwharrie Capital Corp Employees 401(k) Retirement PlanUwharrie Capital Corp Employ…$32MMcaconnect, LLC 401(k) Retirement Savings PlanMcaconnect, LLC 401(k) Retir…$32M
End-of-year total assets ($M) among Uwharrie Capital Corp Employees 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$32M
Net Income$1M
Employer EIN561814206
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Uwharrie Capital Corp)

Sponsor-wide plan assets over time

All Uwharrie Capital Corp plans reported in each filing year

Latest sponsor-wide plan assets
$32M 19.594399460751447% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $26.9M $32.1M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 192 $27M
2023 1 192 $31M
2024 1 191 $32M

Nearby 401(k) Plans in North Carolina

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

Uwharrie Capital Corp Employees 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Uwharrie Capital Corp Employees 401(k) Retirement Plan, Total assets ($B): 0.032134996 · Participants: 191Uwharrie Capital Corp Employees 401(k) Retirement 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
Uwharrie Capital Corp Employees 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Uwharrie Capital Corp Employees 401(k) Retirement Plan side-by-side with 3 peers →

Uwharrie Capital Corp Employees 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Beardsley Design Associates 401(k) Plan in NY ($32M); by covered participants it is Brown-Campbell Company 401(k) Plan in MI (191 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (191 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 Uwharrie Capital Corp Employees 401(k) Retirement Plan assets move in 2024? ▼
Uwharrie Capital Corp Employees 401(k) Retirement Plan edged up modestly - up 3.3% during 2024, from $31M to $32M. Reported net income was $1M.
How have Uwharrie Capital Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Uwharrie Capital Corp's sponsor-wide assets grew 19.6%, from $27M to $32M.
Where does Uwharrie Capital Corp Employees 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Uwharrie Capital Corp Employees 401(k) Retirement Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Uwharrie Capital Corp Employees 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beardsley Design Associates 401(k) Plan in NY ($32M, 58 participants).
Which 401(k) plans cover a similar participant headcount to Uwharrie Capital Corp Employees 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brown-Campbell Company 401(k) Plan in MI (191 participants, $14M 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 561814206.

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.