401(k) · DOL Form 5500 · 2024

Carolina Asthma & Allergy Center, PA 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
177
Participants Small participant base
77th
Percentile by assets National rank
$170,404
Avg per participant Above avg balance/head
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Official DOL plan name: Carolina Asthma & Allergy Center, PA 401(k) Plan · Sponsored by Carolina Asthma & Allergy Center, PA · North Carolina · Healthcare & Social Assistance

$30M in assets, 177 participants

Carolina Asthma & Allergy Center, PA's Carolina Asthma & Allergy Center, PA 401(k) Plan reported $30M in total assets and 177 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #13,657 in Healthcare & Social Assistance (16,916 peers)

Coverage in North Carolina

Carolina Asthma & Allergy Center, PA 401(k) Plan covers 177 participants in North Carolina, about 22% of the average North Carolina filer (state average ~819 per filing). Assets: $30M.

#13,657
in Healthcare & Social Assistance (16,916 peers)
+5.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Carolina Asthma & Allergy Center, PA 401(k) Plan's outsized position by total assets

Carolina Asthma & Allergy Center, PA 401(k) Plan vs every filed plan by assets

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

$30,161,451 Top 23% higher than 77% 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

Carolina Asthma & Allergy Center, PA 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. Carolina Asthma & Allergy Center, PA 401(k) Plan sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carolina Asthma & Allergy Center, PA 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Carolina Asthma & Allergy Center, PA 401(k) Plan end-of-year assets rose from $28M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Carolina Asthma & Allergy Center, PA 401(k) Plan reported participants rose from 172 in the plan year 2023 filing to 177 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 561227652 · Carolina Asthma & Allergy Center, PA PY 2024 · 401(k)

Carolina Asthma & Allergy Center, PA 401(k) Plan · $30M · 177 · 77th

  • BOOK $30M
  • BOOK 177
  • BOOK 77th
  • BOOK 401(k)
  • BOOK near Johnson Real Estate Investors, LLC. 401(k) Plan
  • BOOK ind #13657

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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →

Carolina Asthma & Allergy Center, PA 401(k) Plan in the asset neighbourhood

Brown Strauss, Inc. 401(k) Savings PlanBrown Strauss, Inc. 401(k) S…$30MCarolina Asthma & Allergy Center, PA 401(k) PlanCarolina Asthma & Allergy Ce…$30MJohnson Real Estate Investors, LLC. 401(k) PlanJohnson Real Estate Investor…$30MThe Spiratex Company Retirement PlanThe Spiratex Company Retirem…$30MVersa Products Company, Inc. 401(k) Profit Sharing PlanVersa Products Company, Inc.…$30M
End-of-year total assets ($M) among Carolina Asthma & Allergy Center, PA 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)$28M
Net Assets (End of Year)$30M
Net Income$2M
Employer EIN561227652
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carolina Asthma & Allergy Center, PA)

Sponsor-wide plan assets over time

All Carolina Asthma & Allergy Center, PA plans reported in each filing year

Latest sponsor-wide plan assets
$30M 29.980717581433787% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.2M $30.2M ▲ +30.0%
Year Plans Participants Total Assets
2022 1 158 $23M
2023 1 172 $28M
2024 1 177 $30M

Nearby 401(k) Plans in North Carolina

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

Carolina Asthma & Allergy Center, PA 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Carolina Asthma & Allergy Center, PA 401(k) Plan, Total assets ($B): 0.030161451 · Participants: 177Carolina Asthma & Allergy Center, PA 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
Carolina Asthma & Allergy Center, PA 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carolina Asthma & Allergy Center, PA 401(k) Plan side-by-side with 3 peers →

Carolina Asthma & Allergy Center, PA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Johnson Real Estate Investors, LLC. 401(k) Plan in MA ($30M); by covered participants it is Greater Houston Retailers Association 401(k) Plan in TX (177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (177 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 Carolina Asthma & Allergy Center, PA 401(k) Plan assets move in 2024? ▼
Carolina Asthma & Allergy Center, PA 401(k) Plan grew at a solid clip - up 5.9% during 2024, from $28M to $30M. Reported net income was $2M.
How have Carolina Asthma & Allergy Center, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolina Asthma & Allergy Center, PA's sponsor-wide assets grew 30.0%, from $23M to $30M.
Where does Carolina Asthma & Allergy Center, PA 401(k) Plan rank by assets among Form 5500 filers? ▼
Carolina Asthma & Allergy Center, PA 401(k) Plan ranks in the 77th 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 Carolina Asthma & Allergy Center, PA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Johnson Real Estate Investors, LLC. 401(k) Plan in MA ($30M, 642 participants).
Which 401(k) plans cover a similar participant headcount to Carolina Asthma & Allergy Center, PA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greater Houston Retailers Association 401(k) Plan in TX (177 participants, $496K 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 561227652.

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.