401(k) · DOL Form 5500 · 2024

Carolina Case Management and Rehabilitation Services, Inc. 401(k) Plan

Data updated 2026-08-06

$17M
Total assets
120
Participants
68th
Percentile by assets
$145,474
Avg per participant
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Official DOL plan name: Carolina Case Management and Rehabilitation Services, Inc. 401 (K) Plan · Sponsored by Carolina Case Management and Rehabilitation Services, Inc. · North Carolina · Healthcare & Social Assistance

$17M in assets, 120 participants

Carolina Case Management and Rehabilitation Services, Inc.'s Carolina Case Management and Rehabilitation Services, Inc. 401 (K) Plan reported $17M in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • 68th percentile by assets (of 116,472 plans)
  • #11,273 in Healthcare & Social Assistance (15,613 peers)

Coverage in North Carolina

Carolina Case Management and Rehabilitation Services, Inc. 401 (K) Plan covers 120 participants in North Carolina, about 14% of the average North Carolina filer (state average ~846 per filing). Assets: $17M.

$17M
total plan assets (2024 EOY)
120
covered participants
68th
percentile by assets (of 116,472 plans)
$145,474
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carolina Case Management and Rehabilitation Services, Inc. 401 (K) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Carolina Case Management and Rehabilitation Services, Inc. 401 (K) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Carolina Case Management and Rehabilitation Services, Inc. 401 (K) Plan reported participants rose from 110 in the plan year 2023 filing to 120 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
North Carolina
Industry
Healthcare & Social Assistance

Participants vs North Carolina filers

In North Carolina, the average filing covers about 846 participants across 3,325 plans. Carolina Case Management and Rehabilitation Services, Inc. 401 (K) Plan reports 120 participants - about 14% of that state average ($17M EOY assets).

North Carolina filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN561939062
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carolina Case Management and Rehabilitation Services, Inc.)

$12M$14M$16M$18M 202220232024 $13M $17.5M ▲ +34.3%
Total plan assets by year, all Carolina Case Management and Rehabilitation Services, Inc. plans on file
Year Plans Participants Total Assets
2022 1 103 $13M
2023 1 110 $15M
2024 1 120 $17M

Nearby 401(k) Plans in North Carolina

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

Carolina Case Management and Rehabilitation Services, Inc. 401 (K) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Carolina Case Management and Rehabilitation Services, Inc. 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 Carolina Case Manage…The Bank of America …Honeywell 401(k) PlanDuke Energy Retireme…Nucor Corporation Pr…Truist Financial Cor…
Carolina Case Management and Rehabilitation Services, Inc. 401 (K) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carolina Case Management and Rehabilitat… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Carolina Case Management and Rehabilitation Services, Inc. 401 (K) Plan by total assets, not by location.

Frequently Asked Questions

How did Carolina Case Management and Rehabilitation Services, Inc. 401 (K) Plan assets move in 2024? ▼
Carolina Case Management and Rehabilitation Services, Inc. 401 (K) Plan grew sharply - up 18.8% during 2024, from $15M to $17M. Reported net income was $3M.
How have Carolina Case Management and Rehabilitation Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolina Case Management and Rehabilitation Services, Inc.'s sponsor-wide assets grew 34.3%, from $13M to $17M.
Which 401(k) plans are similar in size to Carolina Case Management and Rehabilitation Services, Inc. 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Flightstar Aircraft Services, LLC 401(k) in FL ($17M, 595 participants).

Next read for Carolina Case Management and Rehabilitat…

Filing takeaways

Ways to act on Carolina Case Management and Rehabilitation Services, Inc. 401 (K) Plan's numbers.

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 561939062.

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.