401(k) · DOL Form 5500 · 2024

Ct Partners II, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
35
Participants Small participant base
41st
Percentile by assets National rank
$135,547
Avg per participant Near avg balance/head
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Official DOL plan name: Ct Partners II, LLC 401(k) Profit Sharing Plan · Sponsored by Ct Partners II, LLC · North Carolina · Wholesale Trade

$5M in assets, 35 participants

Ct Partners II, LLC's Ct Partners II, LLC 401(k) Profit Sharing Plan reported $5M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #1,875 in Wholesale Trade (6,080 peers)

Ct Partners II, LLC multi-year trail

Ct Partners II, LLC's plans moved +37.7% in assets from 2022 to 2024; this filing shows Ct Partners II, LLC 401(k) Profit Sharing Plan at $5M / 35 participants.

#1,875
in Wholesale Trade (6,080 peers)
+10.0%
assets growth YoY

Ct Partners II, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Ct Partners II, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,744,139 41st percentile higher than 41% 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

Ct Partners II, LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ct Partners II, LLC 401(k) Profit Sharing Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ct Partners II, LLC 401(k) Profit Sharing Plan reported net income fell from $867K in the plan year 2023 filing to $431K in the plan year 2024 filing.
  • Ct Partners II, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Ct Partners II, LLC 401(k) Profit Sharing Plan reported participants rose from 32 in the plan year 2023 filing to 35 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 202141578 · Ct Partners II, LLC PY 2024 · 401(k)

Ct Partners II, LLC 401(k) Profit Sharing Plan · $5M · 35 · 41st

  • NET $5M
  • BOOK 35
  • VS-ST 41st
  • BOY 401(k)
  • SCH near J G Companies 401(k) Profit Sharing Plan and Trust
  • EBSA ind #1875

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Ct Partners II, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Ct Partners II, LLC 401(k) Profit Sharing PlanCt Partners II, LLC 401(k) P…$5MJ G Companies 401(k) Profit Sharing Plan and TrustJ G Companies 401(k) Profit …$5MBurnett Ranches, LLC 401(k) PlanBurnett Ranches, LLC 401(k) …$5MBuechel Stone Corp. 401(k) Profit Sharing PlanBuechel Stone Corp. 401(k) P…$5MFit Technologies, LLC 401(k) PlanFit Technologies, LLC 401(k)…$5M
End-of-year total assets ($M) among Ct Partners II, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ct Partners II, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Ct Partners II, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 37.66973522277381% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.45M $4.74M ▲ +37.4%
Year Plans Participants Total Assets
2022 1 35 $3M
2023 1 32 $4M
2024 1 35 $5M

Ct Partners II, LLC filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$431K
Employer EIN202141578
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Ct Partners II, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Ct Partners II, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.004744139 · Participants: 35Ct Partners II, LLC 401(k) Profit Sharing 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
Ct Partners II, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Ct Partners II, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is J G Companies 401(k) Profit Sharing Plan and Trust in CA ($5M); by covered participants it is Little - Morris, LLP Profit Sharing Plan in ID (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Ct Partners II, LLC 401(k) Profit Sharing Plan assets move in 2024?
Ct Partners II, LLC 401(k) Profit Sharing Plan grew at a solid clip - up 10.0% during 2024, from $4M to $5M. Reported net income was $431K.
How have Ct Partners II, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Ct Partners II, LLC's sponsor-wide assets grew 37.7%, from $3M to $5M.
Which 401(k) plans are similar in size to Ct Partners II, LLC 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is J G Companies 401(k) Profit Sharing Plan and Trust in CA ($5M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Ct Partners II, LLC 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Little - Morris, LLP Profit Sharing Plan in ID (35 participants, $15M in assets).