401(k) · DOL Form 5500 · 2024

Surratt Thompson & Ceberio, PLLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$998,231
Avg per participant High balance/head
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Official DOL plan name: Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan · Sponsored by Surratt Thompson & Ceberio, PLLC · North Carolina · Professional & Technical Services

$2M in assets, 2 participants

Surratt Thompson & Ceberio, PLLC's Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,073 in Professional & Technical Services (20,173 peers)

Surratt Thompson & Ceberio, PLLC multi-year trail

Surratt Thompson & Ceberio, PLLC's plans moved +14.3% in assets from 2022 to 2024; this filing shows Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan at $2M / 2 participants.

#5,073
in Professional & Technical Services (20,173 peers)
+15.4%
assets growth YoY

Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,996,462 29th percentile higher than 29% 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

Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing 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. Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan reported net income rose from -$16K in the plan year 2023 filing to $266K in the plan year 2024 filing.
  • Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 260026841 · Surratt Thompson & Ceberio, PLLC PY 2024 · 401(k)

Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan · $2M · 2 · 29th

  • RANK $2M
  • RANK 2
  • RANK 29th
  • RANK 401(k)
  • RANK near Robert a Higgins & Associates 401(k) Profit Sharing Plan & Trust
  • RANK ind #5073

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 →

Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan in the asset neighbourhood

Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing PlanSurratt Thompson & Ceberio, …$2MRobert a Higgins & Associates 401(k) Profit Sharing Plan & TrustRobert a Higgins & Associate…$2MTotal Md 401(k) Plan$2MWest Side DB LLC 401(k) Plan$2MUniversal Welding & Engineering, Inc. 401(k) PlanUniversal Welding & Engineer…$2M
End-of-year total assets ($M) among Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Surratt Thompson & Ceberio, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Surratt Thompson & Ceberio, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 14.31792727031193% vs 2022
2024 filing year
$1.7M$1.8M$1.9M$2M$2.1M 202220232024 $1.75M $2M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 2 $2M

Surratt Thompson & Ceberio, PLLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$266K
Employer EIN260026841
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan, Total assets ($B): 0.001996462 · Participants: 2Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing 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
Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Robert a Higgins & Associates 401(k) Profit Sharing Plan & Trust in TX ($2M); 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 Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan grew sharply - up 15.4% during 2024, from $2M to $2M. Reported net income was $266K.
How have Surratt Thompson & Ceberio, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surratt Thompson & Ceberio, PLLC's sponsor-wide assets grew 14.3%, from $2M to $2M.
Which 401(k) plans are similar in size to Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Robert a Higgins & Associates 401(k) Profit Sharing Plan & Trust in TX ($2M, 34 participants).
Which 401(k) plans cover a similar participant headcount to Surratt Thompson & Ceberio, PLLC 401(k) Profit Sharing 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 260026841.

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.