401(k) · DOL Form 5500 · 2024
Carolina Eye Associates, P.a. 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 266
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $115,309
- Avg per participant Below avg balance/head
Official DOL plan name: Carolina Eye Retirement Savings Plan & Money Purchase Plan · Sponsored by Carolina Eye Associates, P.a. · North Carolina · Healthcare & Social Assistance
$31M in assets, 266 participants
Carolina Eye Associates, P.a.'s Carolina Eye Retirement Savings Plan & Money Purchase Plan reported $31M in total assets and 266 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #13,698 in Healthcare & Social Assistance (16,916 peers)
Coverage in North Carolina
Carolina Eye Retirement Savings Plan & Money Purchase Plan covers 266 participants in North Carolina, about 32% of the average North Carolina filer (state average ~819 per filing). Assets: $31M.
- #13,698
- in Healthcare & Social Assistance (16,916 peers)
- +10.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Carolina Eye Retirement Savings Plan & Money Purchase Plan's outsized position by total assets
Carolina Eye Retirement Savings Plan & Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$30,672,282 Top 22% higher than 78% 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 Eye Retirement Savings Plan & Money Purchase 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 Eye Retirement Savings Plan & Money Purchase Plan sits mid-pack in the medium band (266 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carolina Eye Retirement Savings Plan & Money Purchase Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Carolina Eye Retirement Savings Plan & Money Purchase Plan end-of-year assets rose from $28M in the plan year 2023 filing to $31M in the plan year 2024 filing.
- Carolina Eye Retirement Savings Plan & Money Purchase Plan reported participants rose from 248 in the plan year 2023 filing to 266 in the plan year 2024 filing.
DOL schedule card
Filing strip 561183309 · Carolina Eye Associates, P.a. PY 2024 · 401(k)
Carolina Eye Retirement Savings Plan & Money Purchase Plan · $31M · 266 · 78th
- EOY $31M
- EOY 266
- EOY 78th
- EOY 401(k)
- EOY near Aristotle International, Inc. 401(k) Profit Sharing Plan
- EOY ind #13698
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 Eye Retirement Savings Plan & Money Purchase Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $3M |
| Employer EIN | 561183309 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carolina Eye Associates, P.a.)
Sponsor-wide plan assets over time
All Carolina Eye Associates, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 34.83762001831404% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 224 | $23M |
| 2023 | 1 | 248 | $28M |
| 2024 | 1 | 266 | $31M |
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 Eye Retirement Savings Plan & Money Purchase Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Aristotle International, Inc. 401(k) Profit Sharing Plan in DC ($31M); by covered participants it is Full-O-Pep Appliances, Inc. 401(k) Savings Plan in IN (266 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
Similar participant headcount
Nearest other-state filings by covered participants (266 participants); asset peers above are excluded.
- Full-O-Pep Appliances, Inc. 401(k) Savings Plan (IN) 266 · 0 off
- Grayback Forestry, Inc. Retirement Savings Plan (OR) 266 · 0 off
- Organically Grown Company 401(k) Plan (OR) 266 · 0 off
- Mckenzie Retirement Readiness 401(k) Plan (IN) 266 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.