401(k) · DOL Form 5500 · 2024

Carolina Country Club Company 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
172
Participants Small participant base
54th
Percentile by assets National rank
$52,689
Avg per participant Low balance/head
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Official DOL plan name: Carolina Country Club Profit Sharing and Savings Plan · Sponsored by Carolina Country Club Company · North Carolina · Arts, Entertainment & Recreation

$9M in assets, 172 participants

Carolina Country Club Company's Carolina Country Club Profit Sharing and Savings Plan reported $9M in total assets and 172 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #2,077 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in North Carolina

Carolina Country Club Profit Sharing and Savings Plan covers 172 participants in North Carolina, about 21% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.

#2,077
in Arts, Entertainment & Recreation (2,921 peers)
+3.7%
assets growth YoY

Carolina Country Club Profit Sharing and Savings Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Carolina Country Club Profit Sharing and Savings Plan vs every filed plan by assets

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

$9,062,520 Top 46% higher than 54% 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

Carolina Country Club Profit Sharing and Savings 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. Carolina Country Club Profit Sharing and Savings Plan sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carolina Country Club Profit Sharing and Savings Plan reported net income fell from $2M in the plan year 2023 filing to $346K in the plan year 2024 filing.
  • Carolina Country Club Profit Sharing and Savings Plan end-of-year assets rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Carolina Country Club Profit Sharing and Savings Plan reported participants rose from 166 in the plan year 2023 filing to 172 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 560163800 · Carolina Country Club Company PY 2024 · 401(k)

Carolina Country Club Profit Sharing and Savings Plan · $9M · 172 · 54th

  • NET $9M
  • BOOK 172
  • VS-ST 54th
  • BOY 401(k)
  • SCH near Itc Incorporated Retirement Savings Plan
  • EBSA ind #2077

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 Arts, Entertainment & Recreation retirement plans → · Plans in North Carolina →

Carolina Country Club Profit Sharing and Savings Plan in the asset neighbourhood

Carolina Country Club Profit Sharing and Savings PlanCarolina Country Club Profit…$9MItc Incorporated Retirement Savings PlanItc Incorporated Retirement …$9MLufburrow and Co. Inc. 401(k) PlanLufburrow and Co. Inc. 401(k…$9MKenneth Fox Supply Company 401(k) Profit Sharing PlanKenneth Fox Supply Company 4…$9MPackless Industries 401(k) PlanPackless Industries 401(k) P…$9M
End-of-year total assets ($M) among Carolina Country Club Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$346K
Employer EIN560163800
Plan Effective Date1986-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carolina Country Club Company)

Sponsor-wide plan assets over time

All Carolina Country Club Company plans reported in each filing year

Latest sponsor-wide plan assets
$9M 30.29713287992188% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.96M $9.06M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 135 $7M
2023 1 166 $9M
2024 1 172 $9M

Nearby 401(k) Plans in North Carolina

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

Carolina Country Club Profit Sharing and Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Carolina Country Club Profit Sharing and Savings Plan, Total assets ($B): 0.00906252 · Participants: 172Carolina Country Club Profit Sharing and Savings 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
Carolina Country Club Profit Sharing and Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carolina Country Club Profit Sharing and Savings Plan side-by-side with 3 peers →

Carolina Country Club Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Itc Incorporated Retirement Savings Plan in MI ($9M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 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 Carolina Country Club Profit Sharing and Savings Plan assets move in 2024? ▼
Carolina Country Club Profit Sharing and Savings Plan edged up modestly - up 3.7% during 2024, from $9M to $9M. Reported net income was $346K.
How have Carolina Country Club Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolina Country Club Company's sponsor-wide assets grew 30.3%, from $7M to $9M.
Which 401(k) plans are similar in size to Carolina Country Club Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Itc Incorporated Retirement Savings Plan in MI ($9M, 129 participants).
Which 401(k) plans cover a similar participant headcount to Carolina Country Club Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants, $999K 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 560163800.

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.