401(k)
2024 plan-year 401(k) DOL Form 5500

Legal Aid of North Carolina Ret Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Legal Aid of North Carolina Inc · North Carolina · Information & Media

What the 2023 filing shows

Legal Aid of North Carolina Ret Plan holds $32M for 468 participants — about $68,114 per participant, up 13.5% over the 2024 plan year.

$32M
total plan assets (2024 EOY)
468
covered participants
$68,114
avg assets per participant
+13.5%
assets growth YoY
Total Assets (2023)
$32M
Participants
468
Industry
Information & Media

What the Filing Says About Legal Aid of North Carolina Ret Plan

Legal Aid of North Carolina Ret Plan is a 401(k) retirement plan sponsored by Legal Aid of North Carolina Inc, headquartered in North Carolina. As of the 2024 Form 5500 filing, the plan reports $32M in total end-of-year assets and covers 468 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 311784161, and the plan has been effective since 1988-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $28M at the beginning of 2024 to $32M at year-end — a gain of 13.5%. Net assets (after liabilities) closed the year at $32M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$28M
Total Assets (End of Year)$32M
Net Assets (End of Year)$32M
Net Income$4M
Plan Type401(k)
Employer EIN311784161
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legal Aid of North Carolina Inc)

Year Plans Participants Total Assets
2022 1 481 $24M
2023 1 466 $28M
2024 1 468 $32M

Nearby 401(k) Plans in North Carolina

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

Frequently Asked Questions

How much money is in the Legal Aid of North Carolina Ret Plan?
As of the 2024 Form 5500 filing, Legal Aid of North Carolina Ret Plan holds $32M in total assets with 468 participants. It is sponsored by Legal Aid of North Carolina Inc.
What type of plan is Legal Aid of North Carolina Ret Plan?
Legal Aid of North Carolina Ret Plan is a 401(k) plan. It has been effective since 1988-01-01. The plan is filed with the U.S. Department of Labor under EIN 311784161.
Who sponsors the Legal Aid of North Carolina Ret Plan?
Legal Aid of North Carolina Ret Plan is sponsored by Legal Aid of North Carolina Inc, located in North Carolina. The sponsor's EIN is 311784161 and the plan operates in the Information & Media industry.
How did Legal Aid of North Carolina Ret Plan perform in 2024?
Legal Aid of North Carolina Ret Plan grew by 13.5% during 2024, moving from $28M to $32M in total assets. Net income was $4M.
Where can I find official filings for Legal Aid of North Carolina Ret Plan?
Official Form 5500 filings for Legal Aid of North Carolina Ret Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 311784161 or plan name at efast.dol.gov.
How does Legal Aid of North Carolina Ret Plan compare to other plans?
You can compare Legal Aid of North Carolina Ret Plan against other 401(k) plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 311784161.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.