401(k) · DOL Form 5500 · 2024

Mitchell Holding Co., Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
157
Participants Small participant base
58th
Percentile by assets National rank
$71,821
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tm 401(k) Plan · Sponsored by Mitchell Holding Co., Inc. · North Carolina · Retail Trade

$11M in assets, 157 participants

Mitchell Holding Co., Inc.'s Tm 401(k) Plan reported $11M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,572 in Retail Trade (8,048 peers)

Coverage in North Carolina

Tm 401(k) Plan covers 157 participants in North Carolina, about 19% of the average North Carolina filer (state average ~819 per filing). Assets: $11M.

#5,572
in Retail Trade (8,048 peers)
-9.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tm 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Tm 401(k) Plan vs every filed plan by assets

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

$11,275,923 Top 42% higher than 58% 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

Tm 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. Tm 401(k) Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tm 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Tm 401(k) Plan end-of-year assets fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Tm 401(k) Plan reported participants fell from 159 in the plan year 2023 filing to 157 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 561798998 · Mitchell Holding Co., Inc. PY 2024 · 401(k)

Tm 401(k) Plan · $11M · 157 · 58th

  • PART $11M
  • TYPE 157
  • NET 58th
  • BOOK 401(k)
  • VS-ST near Witmer Public Safety Group, Inc. 401(k) Profit Sharing Plan and Trust
  • BOY ind #5572

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 Retail Trade retirement plans → · Plans in North Carolina →

Tm 401(k) Plan in the asset neighbourhood

Tm 401(k) Plan$11MWitmer Public Safety Group, Inc. 401(k) Profit Sharing Plan and TrustWitmer Public Safety Group, …$11MKipu Health 401(k) Plan$11MMidwest Railcar Repair Retirement Security Partnership PlanMidwest Railcar Repair Retir…$11MNorth Coast Cooperative, Inc. 401(k) Plan and TrustNorth Coast Cooperative, Inc…$11M
End-of-year total assets ($M) among Tm 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)$12M
Net Assets (End of Year)$11M
Net Income-$1M
Employer EIN561798998
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mitchell Holding Co., Inc.)

Sponsor-wide plan assets over time

All Mitchell Holding Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 5.01063198001618% vs 2022
2024 filing year
$10.5M$11M$11.5M$12M$12.5M$13M 202220232024 $10.7M $11.3M ▲ +5.0%
Year Plans Participants Total Assets
2022 1 198 $11M
2023 1 159 $12M
2024 1 157 $11M

Nearby 401(k) Plans in North Carolina

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

Tm 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Tm 401(k) Plan, Total assets ($B): 0.011275923 · Participants: 157Tm 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
Tm 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Tm 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Witmer Public Safety Group, Inc. 401(k) Profit Sharing Plan and Trust in PA ($11M); by covered participants it is Otis It Inc in DE (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Tm 401(k) Plan assets move in 2024? ▼
Tm 401(k) Plan pulled back noticeably - down 9.0% during 2024, from $12M to $11M. Reported net income was -$1M.
How have Mitchell Holding Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mitchell Holding Co., Inc.'s sponsor-wide assets grew 5.0%, from $11M to $11M.
Which 401(k) plans are similar in size to Tm 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Witmer Public Safety Group, Inc. 401(k) Profit Sharing Plan and Trust in PA ($11M, 194 participants).
Which 401(k) plans cover a similar participant headcount to Tm 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Otis It Inc in DE (157 participants, $63K 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 561798998.

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.