401(k) · DOL Form 5500 · 2024

Olive, Sanchez & Associates, PLLC. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
7
Participants Small participant base
26th
Percentile by assets National rank
$204,136
Avg per participant Above avg balance/head
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Official DOL plan name: The Olive, Sanchez & Associates, PLLC. Profit Sharing 401(k) Plan · Sponsored by Olive, Sanchez & Associates, PLLC. · North Carolina · Professional & Technical Services

$1M in assets, 7 participants

Olive, Sanchez & Associates, PLLC.'s The Olive, Sanchez & Associates, PLLC. Profit Sharing 401(k) Plan reported $1M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,335 in Professional & Technical Services (20,173 peers)

2024 asset change

The Olive, Sanchez & Associates, PLLC. Profit Sharing 401(k) Plan grew sharply 28.0% in 2024 ($1M → $1M) for 7 participants.

#4,335
in Professional & Technical Services (20,173 peers)
+28.0%
assets growth YoY

The Olive, Sanchez & Associates, PLLC. Profit Sharing 401(k) Plan among the smaller filed plans by assets

The Olive, Sanchez & Associates, PLLC. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$1,428,952 26th percentile higher than 26% 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

The Olive, Sanchez & Associates, PLLC. Profit Sharing 401(k) 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. The Olive, Sanchez & Associates, PLLC. Profit Sharing 401(k) Plan is a micro filing (7 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 922567561 · Olive, Sanchez & Associates, PLLC. PY 2024 · 401(k)

The Olive, Sanchez & Associates, PLLC. Profit Sharing 401(k) Plan · $1M · 7 · 26th

  • IND $1M
  • EOY 7
  • 5500 26th
  • ASSETS 401(k)
  • PCT near Advantage 401(k) Program Pooled Employer Plan
  • EIN ind #4335

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 →

The Olive, Sanchez & Associates, PLLC. Profit Sharing 401(k) Plan in the asset neighbourhood

The Olive, Sanchez & Associates, PLLC. Profit Sharing 401(k) PlanThe Olive, Sanchez & Associa…$1MAdvantage 401(k) Program Pooled Employer PlanAdvantage 401(k) Program Poo…$1MATI401KPLAN$1MWarren Energy LLC 401(k) Profit Sharing Plan & TrustWarren Energy LLC 401(k) Pro…$1MSawtooth Holdings, Inc. 401(k) PlanSawtooth Holdings, Inc. 401(…$1M
End-of-year total assets ($M) among The Olive, Sanchez & Associates, PLLC. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$312K
Employer EIN922567561
Plan Effective Date1977-11-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

The Olive, Sanchez & Associates, PLLC. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants The Olive, Sanchez & Associates, PLLC. Profit Sharing 401(k) Plan, Total assets ($B): 0.001428952 · Participants: 7The Olive, Sanchez & Associates, PLLC. Profit Sharing 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
The Olive, Sanchez & Associates, PLLC. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare The Olive, Sanchez & Associates, PLLC. Profit Sharing 401(k) Plan side-by-side with 3 peers →

The Olive, Sanchez & Associates, PLLC. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Advantage 401(k) Program Pooled Employer Plan in SD ($1M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 The Olive, Sanchez & Associates, PLLC. Profit Sharing 401(k) Plan assets move in 2024? ▼
The Olive, Sanchez & Associates, PLLC. Profit Sharing 401(k) Plan grew sharply - up 28.0% during 2024, from $1M to $1M. Reported net income was $312K.
Which 401(k) plans are similar in size to The Olive, Sanchez & Associates, PLLC. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advantage 401(k) Program Pooled Employer Plan in SD ($1M, 123 participants).
Which 401(k) plans cover a similar participant headcount to The Olive, Sanchez & Associates, PLLC. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 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 922567561.

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.