401(k) · DOL Form 5500 · 2024
Carolina Case Management and Rehabilitation Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 120
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $145,474
- Avg per participant Above avg balance/head
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.
- #12,250 in Healthcare & Social Assistance (16,916 peers)
Coverage in North Carolina
Carolina Case Management and Rehabilitation Services, Inc. 401 (K) Plan covers 120 participants in North Carolina, about 15% of the average North Carolina filer (state average ~819 per filing). Assets: $17M.
- #12,250
- in Healthcare & Social Assistance (16,916 peers)
- +18.8%
- assets growth YoY
Carolina Case Management and Rehabilitation Services, Inc. 401 (K) Plan's outsized position by total assets
Carolina Case Management and Rehabilitation Services, Inc. 401 (K) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,456,826 Top 32% higher than 68% 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 Case Management and Rehabilitation Services, Inc. 401 (K) 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 Case Management and Rehabilitation Services, Inc. 401 (K) Plan sits mid-pack in the medium band (120 participants).
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.
EBSA filing schedule strip
Filing strip 561939062 · Carolina Case Management and Rehabilitation Services, Inc. PY 2024 · 401(k)
Carolina Case Management and Rehabilitation Services, Inc. 401 (K) Plan · $17M · 120 · 68th
- BOY $17M
- BOY 120
- BOY 68th
- BOY 401(k)
- BOY near Flightstar Aircraft Services, LLC 401(k)
- BOY ind #12250
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 Case Management and Rehabilitation Services, Inc. 401 (K) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 561939062 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carolina Case Management and Rehabilitation Services, Inc.)
Sponsor-wide plan assets over time
All Carolina Case Management and Rehabilitation Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 34.27932084770118% vs 2022
- 2024 filing year
| 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.
- 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 Case Management and Rehabilitation Services, Inc. 401 (K) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Flightstar Aircraft Services, LLC 401(k) in FL ($17M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (120 participants); asset peers above are excluded.
- Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan (HI) 120 · 0 off
- Oostburg Concrete Products, Inc. 401(k) Plan (WI) 120 · 0 off
- Maine Pointe, LLC Profit Sharing Plan and Trust (MA) 120 · 0 off
- Hay House 401(k) Plan (CA) 120 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.