401(k) · DOL Form 5500 · 2024

Community Based Care, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4,677
Participants Above avg headcount
33rd
Percentile by assets National rank
$582
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Community Based Care 401(k) Plan · Sponsored by Community Based Care, LLC · North Carolina · Administrative & Support Services

$3M in assets, 4,677 participants

Community Based Care, LLC's Community Based Care 401(k) Plan reported $3M in total assets and 4,677 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,452 in Administrative & Support Services (4,368 peers)

Coverage in North Carolina

Community Based Care 401(k) Plan covers 4,677 participants in North Carolina, 5.7x the typical North Carolina plan (state average ~819 per filing). Assets: $3M.

#2,452
in Administrative & Support Services (4,368 peers)
+22.9%
assets growth YoY

Community Based Care 401(k) Plan among the smaller filed plans by assets

Community Based Care 401(k) Plan vs every filed plan by assets

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

$2,722,852 33rd percentile higher than 33% 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

Community Based Care 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Community Based Care 401(k) Plan lands in the large band (4,677 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Community Based Care 401(k) Plan reported participants rose from 1,558 in the plan year 2023 filing to 4,677 in the plan year 2024 filing.
  • Community Based Care 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Community Based Care 401(k) Plan reported net income fell from $651K in the plan year 2023 filing to $507K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 474471803 · Community Based Care, LLC PY 2024 · 401(k)

Community Based Care 401(k) Plan · $3M · 4,677 · 33rd

  • SCH $3M
  • SCH 4,677
  • SCH 33rd
  • SCH 401(k)
  • SCH near Roco Management, LLC 401(k) Plan
  • SCH ind #2452

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 Administrative & Support Services retirement plans → · Plans in North Carolina →

Community Based Care 401(k) Plan in the asset neighbourhood

Community Based Care 401(k) PlanCommunity Based Care 401(k) …$3MRoco Management, LLC 401(k) PlanRoco Management, LLC 401(k) …$3MWedco, Inc. Profit Sharing 401(k) PlanWedco, Inc. Profit Sharing 4…$3MDutton Casey & Mesoloras, P.C. 401(k) Profit Sharing PlanDutton Casey & Mesoloras, P.…$3MFranklin Medical Consultants, P.C. Profit Sharing 401(k) TrustFranklin Medical Consultants…$3M
End-of-year total assets ($M) among Community Based Care 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$507K
Employer EIN474471803
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Based Care, LLC)

Sponsor-wide plan assets over time

All Community Based Care, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 74.00972666909514% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.56M $2.72M ▲ +74.4%
Year Plans Participants Total Assets
2022 1 1,415 $2M
2023 1 1,558 $2M
2024 1 4,677 $3M

Nearby 401(k) Plans in North Carolina

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

Community Based Care 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Community Based Care 401(k) Plan, Total assets ($B): 0.002722852 · Participants: 4677Community Based Care 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
Community Based Care 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Community Based Care 401(k) Plan side-by-side with 3 peers →

Community Based Care 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Roco Management, LLC 401(k) Plan in MI ($3M); by covered participants it is Flowserve Corporation Retirement Savings Plan in TX (4,676 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,677 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 Community Based Care 401(k) Plan assets move in 2024? ▼
Community Based Care 401(k) Plan grew sharply - up 22.9% during 2024, from $2M to $3M. Reported net income was $507K.
How have Community Based Care, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Based Care, LLC's sponsor-wide assets grew 74.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Community Based Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Roco Management, LLC 401(k) Plan in MI ($3M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Community Based Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Flowserve Corporation Retirement Savings Plan in TX (4,676 participants, $1.2B 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 474471803.

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.