401(k) · DOL Form 5500 · 2024

Upstate Tarheels, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
64
Participants Small participant base
25th
Percentile by assets National rank
$20,547
Avg per participant Low balance/head
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Official DOL plan name: Upstate Tarheels, Inc. 401(k) Plan · Sponsored by Upstate Tarheels, Inc. · South Carolina · Healthcare & Social Assistance

$1M in assets, 64 participants

Upstate Tarheels, Inc.'s Upstate Tarheels, Inc. 401(k) Plan reported $1M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,703 in Healthcare & Social Assistance (16,916 peers)

Upstate Tarheels, Inc. multi-year trail

Upstate Tarheels, Inc.'s plans moved +42.6% in assets from 2022 to 2024; this filing shows Upstate Tarheels, Inc. 401(k) Plan at $1M / 64 participants.

#3,703
in Healthcare & Social Assistance (16,916 peers)
+18.9%
assets growth YoY

Upstate Tarheels, Inc. 401(k) Plan among the smaller filed plans by assets

Upstate Tarheels, Inc. 401(k) Plan vs every filed plan by assets

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

$1,315,017 25th percentile higher than 25% 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

Upstate Tarheels, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upstate Tarheels, Inc. 401(k) Plan is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Upstate Tarheels, Inc. 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Upstate Tarheels, Inc. 401(k) Plan reported net income rose from $184K in the plan year 2023 filing to $209K in the plan year 2024 filing.
  • Upstate Tarheels, Inc. 401(k) Plan reported participants fell from 66 in the plan year 2023 filing to 64 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 264644216 · Upstate Tarheels, Inc. PY 2024 · 401(k)

Upstate Tarheels, Inc. 401(k) Plan · $1M · 64 · 25th

  • TYPE $1M
  • TYPE 64
  • TYPE 25th
  • TYPE 401(k)
  • TYPE near Robert C. Masi, D.D.S., P.C. Employees' 401(k) Profit Sharing Plan and Trust
  • TYPE ind #3703

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 South Carolina →

Upstate Tarheels, Inc. 401(k) Plan in the asset neighbourhood

Upstate Tarheels, Inc. 401(k) PlanUpstate Tarheels, Inc. 401(k…$1MChiropractic Associates of Platteville LLC 401(k) PlanChiropractic Associates of P…$1MRobert C. Masi, D.D.S., P.C. Employees' 401(k) Profit Sharing Plan and TrustRobert C. Masi, D.D.S., P.C.…$1MFellsway Pediatrics PC 401(k) Profit Sharing Plan & TrustFellsway Pediatrics PC 401(k…$1M3401 Hoteliers, L.P. Profit Sharing Plan3401 Hoteliers, L.P. Profit …$1M
End-of-year total assets ($M) among Upstate Tarheels, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Upstate Tarheels, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Upstate Tarheels, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 42.59007455792227% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.92M $1.32M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 51 $922K
2023 1 66 $1M
2024 1 64 $1M

Upstate Tarheels, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$209K
Employer EIN264644216
Plan Effective Date2009-04-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Upstate Tarheels, Inc. 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Upstate Tarheels, Inc. 401(k) Plan, Total assets ($B): 0.001315017 · Participants: 64Upstate Tarheels, Inc. 401(k) 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
Upstate Tarheels, Inc. 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Upstate Tarheels, Inc. 401(k) Plan side-by-side with 3 peers →

Upstate Tarheels, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Robert C. Masi, D.D.S., P.C. Employees' 401(k) Profit Sharing Plan and Trust in MI ($1M); by covered participants it is Kwik Goal Ltd. 401(k) Plan in PA (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Upstate Tarheels, Inc. 401(k) Plan assets move in 2024? ▼
Upstate Tarheels, Inc. 401(k) Plan grew sharply - up 18.9% during 2024, from $1M to $1M. Reported net income was $209K.
How have Upstate Tarheels, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upstate Tarheels, Inc.'s sponsor-wide assets grew 42.6%, from $922K to $1M.
Where does Upstate Tarheels, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Upstate Tarheels, Inc. 401(k) Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Upstate Tarheels, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Robert C. Masi, D.D.S., P.C. Employees' 401(k) Profit Sharing Plan and Trust in MI ($1M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Upstate Tarheels, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kwik Goal Ltd. 401(k) Plan in PA (64 participants, $5M 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 264644216.

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.