401(k) · DOL Form 5500 · 2024
Carolina Meadows, Inc. 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 498
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $32,131
- Avg per participant Low balance/head
Official DOL plan name: Carolina Meadows 403(b) Retirement Plan · Sponsored by Carolina Meadows, Inc. · North Carolina · Healthcare & Social Assistance
$16M in assets, 498 participants
Carolina Meadows, Inc.'s Carolina Meadows 403(b) Retirement Plan reported $16M in total assets and 498 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #11,969 in Healthcare & Social Assistance (16,916 peers)
Carolina Meadows, Inc. multi-year trail
Carolina Meadows, Inc.'s plans moved +37.2% in assets from 2022 to 2024; this filing shows Carolina Meadows 403(b) Retirement Plan at $16M / 498 participants.
- #11,969
- in Healthcare & Social Assistance (16,916 peers)
- +15.2%
- assets growth YoY
Carolina Meadows 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Carolina Meadows 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,001,096 Top 34% higher than 66% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Carolina Meadows 403(b) Retirement 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 Meadows 403(b) Retirement Plan sits mid-pack in the medium band (498 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carolina Meadows 403(b) Retirement Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Carolina Meadows 403(b) Retirement Plan reported participants rose from 455 in the plan year 2023 filing to 498 in the plan year 2024 filing.
- Carolina Meadows 403(b) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 561380014 · Carolina Meadows, Inc. PY 2024 · 401(k)
Carolina Meadows 403(b) Retirement Plan · $16M · 498 · 66th
- RANK $16M
- RANK 498
- RANK 66th
- RANK 401(k)
- RANK near Plastic Surgery Center of Huntsville, Inc 401(k) Profit Sharing Plan
- RANK ind #11969
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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →
Carolina Meadows 403(b) Retirement Plan in the asset neighbourhood
Carolina Meadows, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Carolina Meadows, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 37.15491615265668% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 572 | $12M |
| 2023 | 1 | 455 | $14M |
| 2024 | 1 | 498 | $16M |
Carolina Meadows, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 561380014 |
| Plan Effective Date | 1990-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Carolina Meadows 403(b) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Plastic Surgery Center of Huntsville, Inc 401(k) Profit Sharing Plan in AL ($16M); by covered participants it is Direct Auction Services, LLC 401(k) Plan in TN (498 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (498 participants); asset peers above are excluded.
- Direct Auction Services, LLC 401(k) Plan (TN) 498 · 0 off
- Cah Holdings Inc Section 401(k) Profit Sharing Plan (AL) 498 · 0 off
- Gk Management Co., Inc. and Affiliated Companies 401(k) Plan (CA) 498 · 0 off
- Natural Retreats 401(k) Plan (VA) 498 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.