401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$23M
Total assets
99
Participants
73rd
Percentile by assets
$228,936
Avg per participant
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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.

  • 73rd percentile by assets (of 123,622 plans)
  • #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.

$23M
total plan assets (2024 EOY)
99
covered participants
73rd
percentile by assets (of 123,622 plans)
$228,936
avg assets per participant

Where Mutual Drug 401(k) Plan sits 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 $2,010,000,000 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

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 →

The North Carolina Mutual Wholesale Drug Company, Inc. across 3 plan years on file

Across the 3 plan years The North Carolina Mutual Wholesale Drug Company, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $19M to $23M, a gain of 17.9%, while reported participants moved from 113 to 99 (-12.4%). Peak year by sponsor assets: 2024 ($23M); trough: 2022 ($19M).

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

$18M$20M$22M$24M 202220232024 $19.2M $22.7M ▲ +17.8%
Total plan assets by year, all The North Carolina Mutual Wholesale Drug Company, Inc. plans on file
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

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) P…The Bank of America …Honeywell 401(k) PlanDuke Energy Retireme…Nucor Corporation Pr…Truist Financial Cor…
Mutual Drug 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Mutual Drug 401(k) Plan by total assets, not by location.

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).

Multi-year trail

Ways to act on Mutual Drug 401(k) Plan's numbers.

  • By total assets, Mutual Drug 401(k) Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
  • The North Carolina Mutual Wholesale Drug Company, Inc.'s sponsor-wide assets have grown 17.9% since 2022 across 3 plan years on file. More Wholesale Trade plans