401(k) · DOL Form 5500 · 2024

Community Trust, Inc. 401(k) Plan

Data updated 2026-08-25

$82K
Total assets Small plan by assets
2
Participants Small participant base
5th
Percentile by assets National rank
$40,810
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Community Trust Retirement Plan · Sponsored by Community Trust, Inc. · South Carolina · Finance & Insurance

$82K in assets, 2 participants

Community Trust, Inc.'s Community Trust Retirement Plan reported $82K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

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

Community Trust, Inc. multi-year trail

Community Trust, Inc.'s plans moved -19.7% in assets from 2022 to 2024; this filing shows Community Trust Retirement Plan at $82K / 2 participants.

#248
in Finance & Insurance (8,549 peers)
-10.9%
assets change YoY

The plan reported a net loss of $10K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Community Trust Retirement Plan among the smaller filed plans by assets

Community Trust Retirement Plan vs every filed plan by assets

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

$81,619 5th percentile higher than 5% 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

Community Trust Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Community Trust Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Community Trust Retirement Plan end-of-year assets fell from $92K in the plan year 2023 filing to $82K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 823121594 · Community Trust, Inc. PY 2024 · 401(k)

Community Trust Retirement Plan · $82K · 2 · 5th

  • EIN $82K
  • EIN 2
  • EIN 5th
  • EIN 401(k)
  • EIN near Apexlink Management Inc 401(k) Plan
  • EIN ind #248

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 South Carolina →

Community Trust Retirement Plan in the asset neighbourhood

Community Trust Retirement PlanCommunity Trust Retirement P…$82KApexlink Management Inc 401(k) PlanApexlink Management Inc 401(…$82KLmm Legacy Management Group Corp. 401(k) PlanLmm Legacy Management Group …$82KPinnacle Ventures 401(k) Plan$82KWicare Home Care Agency LLC 401(k) Profit Sharing Plan & TrustWicare Home Care Agency LLC …$82K
End-of-year total assets ($M) among Community Trust Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Community Trust, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Community Trust, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$82K 19.672663569797656% vs 2022
2024 filing year
$0.07M$0.08M$0.09M$0.1M$0.11M 202220232024 $0.1M $0.08M ▼ -20.0%
Year Plans Participants Total Assets
2022 1 2 $102K
2023 1 2 $92K
2024 1 2 $82K

Community Trust, Inc. filing trail (2024)

Total Assets (Beginning of Year)$92K
Net Assets (End of Year)$82K
Net Income-$10K
Employer EIN823121594
Plan Effective Date2017-10-18
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Community Trust Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Community Trust Retirement Plan, Total assets ($B): 0.000081619 · Participants: 2Community Trust Retirement PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.477517422 · Participants: 15095Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.829914985 · Participants: 9296The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.663698617 · Participants: 11813Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.460862801 · Participants: 11878Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction PlanThe Milliken Retirement Plan, Total assets ($B): 1.350798497 · Participants: 5733The Milliken Retirement Plan
Community Trust Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Community Trust Retirement Plan side-by-side with 3 peers →

Community Trust Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Apexlink Management Inc 401(k) Plan in GA ($82K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Community Trust Retirement Plan assets move in 2024? ▼
Community Trust Retirement Plan pulled back noticeably - down 10.9% during 2024, from $92K to $82K. Reported net income was -$10K.
How have Community Trust, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Trust, Inc.'s sponsor-wide assets declined 19.7%, from $102K to $82K.
Where does Community Trust Retirement Plan rank by assets among Form 5500 filers? ▼
Community Trust Retirement Plan ranks in the 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Community Trust Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Apexlink Management Inc 401(k) Plan in GA ($82K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Community Trust Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 823121594.

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.