401(k) · DOL Form 5500 · 2024

U.S. Tobacco Cooperative Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
215
Participants Below avg headcount
73rd
Percentile by assets National rank
$108,602
Avg per participant Below avg balance/head
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Official DOL plan name: U.S. Tobacco Cooperative 401(k) Plan · Sponsored by U.S. Tobacco Cooperative Inc. · North Carolina · Other Services

$23M in assets, 215 participants

U.S. Tobacco Cooperative Inc.'s U.S. Tobacco Cooperative 401(k) Plan reported $23M in total assets and 215 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #6,606 in Other Services (7,719 peers)

Coverage in North Carolina

U.S. Tobacco Cooperative 401(k) Plan covers 215 participants in North Carolina, about 26% of the average North Carolina filer (state average ~819 per filing). Assets: $23M.

#6,606
in Other Services (7,719 peers)
+21.4%
assets growth YoY

U.S. Tobacco Cooperative 401(k) Plan's outsized position by total assets

U.S. Tobacco Cooperative 401(k) Plan vs every filed plan by assets

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

$23,349,442 Top 27% higher than 73% 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

U.S. Tobacco Cooperative 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. U.S. Tobacco Cooperative 401(k) Plan sits mid-pack in the medium band (215 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • U.S. Tobacco Cooperative 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • U.S. Tobacco Cooperative 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • U.S. Tobacco Cooperative 401(k) Plan reported participants fell from 221 in the plan year 2023 filing to 215 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 560484598 · U.S. Tobacco Cooperative Inc. PY 2024 · 401(k)

U.S. Tobacco Cooperative 401(k) Plan · $23M · 215 · 73rd

  • ASSETS $23M
  • ASSETS 215
  • ASSETS 73rd
  • ASSETS 401(k)
  • ASSETS near Liberty Capital, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #6606

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 Other Services retirement plans → · Plans in North Carolina →

U.S. Tobacco Cooperative 401(k) Plan in the asset neighbourhood

U.S. Tobacco Cooperative 401(k) PlanU.S. Tobacco Cooperative 401…$23MLiberty Capital, Inc. 401(k) Profit Sharing PlanLiberty Capital, Inc. 401(k)…$23MHighly Marelli USA 401(k) PlanHighly Marelli USA 401(k) Pl…$23MSanta Monica Seafood Company 401(k) PlanSanta Monica Seafood Company…$23MDival Safety Equipment, Inc. 401(k) PlanDival Safety Equipment, Inc.…$23M
End-of-year total assets ($M) among U.S. Tobacco Cooperative 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)$19M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN560484598
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (U.S. Tobacco Cooperative Inc.)

Sponsor-wide plan assets over time

All U.S. Tobacco Cooperative Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 15.817996249539016% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $27.7M $23.4M ▼ -15.8%
Year Plans Participants Total Assets
2022 2 242 $28M
2023 1 221 $19M
2024 1 215 $23M

Nearby 401(k) Plans in North Carolina

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

U.S. Tobacco Cooperative 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants U.S. Tobacco Cooperative 401(k) Plan, Total assets ($B): 0.023349442 · Participants: 215U.S. Tobacco Cooperative 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
U.S. Tobacco Cooperative 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare U.S. Tobacco Cooperative 401(k) Plan side-by-side with 3 peers →

U.S. Tobacco Cooperative 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Liberty Capital, Inc. 401(k) Profit Sharing Plan in OH ($23M); by covered participants it is Caran Precision Eng. & Mfg. Corp. Retirement Savings Plan in CA (215 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (215 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 U.S. Tobacco Cooperative 401(k) Plan assets move in 2024? ▼
U.S. Tobacco Cooperative 401(k) Plan grew sharply - up 21.4% during 2024, from $19M to $23M. Reported net income was $4M.
How have U.S. Tobacco Cooperative Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U.S. Tobacco Cooperative Inc.'s sponsor-wide assets declined 15.8%, from $28M to $23M.
Which 401(k) plans are similar in size to U.S. Tobacco Cooperative 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Liberty Capital, Inc. 401(k) Profit Sharing Plan in OH ($23M, 100 participants).
Which 401(k) plans cover a similar participant headcount to U.S. Tobacco Cooperative 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Caran Precision Eng. & Mfg. Corp. Retirement Savings Plan in CA (215 participants, $16M 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 560484598.

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.