401(k) · DOL Form 5500 · 2024

Raftelis Financial Consultants 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
172
Participants Small participant base
82nd
Percentile by assets National rank
$235,486
Avg per participant Above avg balance/head
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Official DOL plan name: Raftelis Financial Consultants, Inc. 401(k) Plan · Sponsored by Raftelis Financial Consultants · North Carolina · Professional & Technical Services

$41M in assets, 172 participants

Raftelis Financial Consultants's Raftelis Financial Consultants, Inc. 401(k) Plan reported $41M in total assets and 172 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,571 in Professional & Technical Services (20,173 peers)

Coverage in North Carolina

Raftelis Financial Consultants, Inc. 401(k) Plan covers 172 participants in North Carolina, about 21% of the average North Carolina filer (state average ~819 per filing). Assets: $41M.

#16,571
in Professional & Technical Services (20,173 peers)
+23.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Raftelis Financial Consultants, Inc. 401(k) Plan's outsized position by total assets

Raftelis Financial Consultants, Inc. 401(k) Plan vs every filed plan by assets

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

$40,503,672 Top 18% higher than 82% 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

Raftelis Financial Consultants, 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. Raftelis Financial Consultants, Inc. 401(k) Plan sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Raftelis Financial Consultants, Inc. 401(k) Plan end-of-year assets rose from $33M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Raftelis Financial Consultants, Inc. 401(k) Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Raftelis Financial Consultants, Inc. 401(k) Plan reported participants rose from 153 in the plan year 2023 filing to 172 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 201054069 · Raftelis Financial Consultants PY 2024 · 401(k)

Raftelis Financial Consultants, Inc. 401(k) Plan · $41M · 172 · 82nd

  • SCH $41M
  • SCH 172
  • SCH 82nd
  • SCH 401(k)
  • SCH near Modern Group Ltd. Employee Savings Plan
  • SCH ind #16571

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 →

Raftelis Financial Consultants, Inc. 401(k) Plan in the asset neighbourhood

The Related Group 401(k) Savings PlanThe Related Group 401(k) Sav…$41MRyan Herco Flow Solutions 401(k) PlanRyan Herco Flow Solutions 40…$41MRaftelis Financial Consultants, Inc. 401(k) PlanRaftelis Financial Consultan…$41MModern Group Ltd. Employee Savings PlanModern Group Ltd. Employee S…$41M403(b) Thrift Plan for Employees of Visiting Nurse Association of Boston Foundation, Inc.403(b) Thrift Plan for Emplo…$40M
End-of-year total assets ($M) among Raftelis Financial Consultants, 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)$33M
Net Assets (End of Year)$41M
Net Income$8M
Employer EIN201054069
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Raftelis Financial Consultants)

Sponsor-wide plan assets over time

All Raftelis Financial Consultants plans reported in each filing year

Latest sponsor-wide plan assets
$41M 54.07464235860577% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $26.3M $40.5M ▲ +54.1%
Year Plans Participants Total Assets
2022 1 149 $26M
2023 1 153 $33M
2024 1 172 $41M

Nearby 401(k) Plans in North Carolina

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

Raftelis Financial Consultants, 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 ($B) Participants Raftelis Financial Consultants, Inc. 401(k) Plan, Total assets ($B): 0.040503672 · Participants: 172Raftelis Financial Consultants, 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
Raftelis Financial Consultants, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Raftelis Financial Consultants, Inc. 401(k) Plan side-by-side with 3 peers →

Raftelis Financial Consultants, 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 Modern Group Ltd. Employee Savings Plan in PA ($41M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 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 Raftelis Financial Consultants, Inc. 401(k) Plan assets move in 2024? ▼
Raftelis Financial Consultants, Inc. 401(k) Plan grew sharply - up 23.2% during 2024, from $33M to $41M. Reported net income was $8M.
How have Raftelis Financial Consultants plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Raftelis Financial Consultants's sponsor-wide assets grew 54.1%, from $26M to $41M.
Where does Raftelis Financial Consultants, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Raftelis Financial Consultants, Inc. 401(k) Plan ranks in the 82nd 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 Raftelis Financial Consultants, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Modern Group Ltd. Employee Savings Plan in PA ($41M, 252 participants).
Which 401(k) plans cover a similar participant headcount to Raftelis Financial Consultants, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants, $999K 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 201054069.

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.