401(k) · DOL Form 5500 · 2024

The North Carolina Mutual Wholesale Drug Company, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
99
Participants Small participant base
73rd
Percentile by assets National rank
$228,936
Avg per participant Above avg balance/head
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Official DOL plan name: Mutual Drug 401(k) Plan · Sponsored by The North Carolina Mutual Wholesale Drug Company, Inc. · North Carolina · Wholesale Trade

$23M in assets, 99 participants

The North Carolina Mutual Wholesale Drug Company, Inc.'s Mutual Drug 401(k) Plan reported $23M in total assets and 99 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.

  • #4,237 in Wholesale Trade (6,080 peers)

The North Carolina Mutual Wholesale Drug Company, Inc. multi-year trail

The North Carolina Mutual Wholesale Drug Company, Inc.'s plans moved +17.9% in assets from 2022 to 2024; this filing shows Mutual Drug 401(k) Plan at $23M / 99 participants.

#4,237
in Wholesale Trade (6,080 peers)
+9.7%
assets growth YoY

Mutual Drug 401(k) Plan's outsized position by total assets

Mutual Drug 401(k) Plan vs every filed plan by assets

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

$22,664,702 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

Mutual Drug 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. Mutual Drug 401(k) Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mutual Drug 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Mutual Drug 401(k) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Mutual Drug 401(k) Plan reported participants fell from 109 in the plan year 2023 filing to 99 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 560576951 · The North Carolina Mutual Wholesale Drug Company, Inc. PY 2024 · 401(k)

Mutual Drug 401(k) Plan · $23M · 99 · 73rd

  • TYPE $23M
  • TYPE 99
  • TYPE 73rd
  • TYPE 401(k)
  • TYPE near Associated Luxury Hotels International Holdings LLC 401(k) Plan
  • TYPE ind #4237

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Mutual Drug 401(k) Plan in the asset neighbourhood

Associated Luxury Hotels International Holdings LLC 401(k) PlanAssociated Luxury Hotels Int…$23MNewspapers of New England, Inc. 401(k) Savings PlanNewspapers of New England, I…$23MMutual Drug 401(k) Plan$23MSpero Financial Federal Credit Union 401(k)/Profit Sharing PlanSpero Financial Federal Cred…$23MHarold Brothers Mechanical 401(k) PlanHarold Brothers Mechanical 4…$23M
End-of-year total assets ($M) among Mutual Drug 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The North Carolina Mutual Wholesale Drug Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The North Carolina Mutual Wholesale Drug Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 17.880633847795142% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $19.2M $22.7M ▲ +17.8%
Year Plans Participants Total Assets
2022 1 113 $19M
2023 1 109 $21M
2024 1 99 $23M

The North Carolina Mutual Wholesale Drug Company, Inc. filing trail (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN560576951
Plan Effective Date2001-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Mutual Drug 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Mutual Drug 401(k) Plan, Total assets ($B): 0.022664702 · Participants: 99Mutual Drug 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
Mutual Drug 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Mutual Drug 401(k) Plan side-by-side with 3 peers →

Mutual Drug 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Associated Luxury Hotels International Holdings LLC 401(k) Plan in TX ($23M); by covered participants it is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Mutual Drug 401(k) Plan assets move in 2024? ▼
Mutual Drug 401(k) Plan grew at a solid clip - up 9.7% during 2024, from $21M to $23M. Reported net income was $2M.
How have The North Carolina Mutual Wholesale Drug Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The North Carolina Mutual Wholesale Drug Company, Inc.'s sponsor-wide assets grew 17.9%, from $19M to $23M.
Which 401(k) plans are similar in size to Mutual Drug 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Associated Luxury Hotels International Holdings LLC 401(k) Plan in TX ($23M, 96 participants).
Which 401(k) plans cover a similar participant headcount to Mutual Drug 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 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 560576951.

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.