401(k) · DOL Form 5500 · 2024
The Cypress of Charlotte Club, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 223
- Participants Below avg headcount
- 37th
- Percentile by assets National rank
- $16,507
- Avg per participant Low balance/head
Official DOL plan name: The Cypress of Charlotte Club, Inc. Retirement Savings Plan · Sponsored by The Cypress of Charlotte Club, Inc. · North Carolina · Healthcare & Social Assistance
$4M in assets, 223 participants
The Cypress of Charlotte Club, Inc.'s The Cypress of Charlotte Club, Inc. Retirement Savings Plan reported $4M in total assets and 223 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- #6,459 in Healthcare & Social Assistance (16,916 peers)
Coverage in North Carolina
The Cypress of Charlotte Club, Inc. Retirement Savings Plan covers 223 participants in North Carolina, about 27% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.
- #6,459
- in Healthcare & Social Assistance (16,916 peers)
- -11.3%
- assets change YoY
The plan reported a net loss of $471K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Cypress of Charlotte Club, Inc. Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Cypress of Charlotte Club, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,681,068 37th percentile higher than 37% 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
The Cypress of Charlotte Club, Inc. Retirement Savings 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. The Cypress of Charlotte Club, Inc. Retirement Savings Plan sits mid-pack in the medium band (223 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Cypress of Charlotte Club, Inc. Retirement Savings Plan reported net income fell from $603K in the plan year 2023 filing to -$471K in the plan year 2024 filing.
- The Cypress of Charlotte Club, Inc. Retirement Savings Plan reported participants rose from 191 in the plan year 2023 filing to 223 in the plan year 2024 filing.
- The Cypress of Charlotte Club, Inc. Retirement Savings Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 562103741 · The Cypress of Charlotte Club, Inc. PY 2024 · 401(k)
The Cypress of Charlotte Club, Inc. Retirement Savings Plan · $4M · 223 · 37th
- TYPE $4M
- TYPE 223
- TYPE 37th
- TYPE 401(k)
- TYPE near Smartrise Engineering, Inc. 401(k) Profit Sharing Plan and Trust
- TYPE ind #6459
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 →
The Cypress of Charlotte Club, Inc. Retirement Savings Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$471K |
| Employer EIN | 562103741 |
| Plan Effective Date | 1999-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Cypress of Charlotte Club, Inc.)
Sponsor-wide plan assets over time
All The Cypress of Charlotte Club, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 3.7407414296399377% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 225 | $4M |
| 2023 | 1 | 191 | $4M |
| 2024 | 1 | 223 | $4M |
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
The Cypress of Charlotte Club, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Smartrise Engineering, Inc. 401(k) Profit Sharing Plan and Trust in TX ($4M); by covered participants it is Adaptimmune LLC Retirement Plan in PA (223 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (223 participants); asset peers above are excluded.
- Adaptimmune LLC Retirement Plan (PA) 223 · 0 off
- Patricio Enterprises, Inc. 401(k) Plan (VA) 223 · 0 off
- Adams Bank & Trust 401(k) Plan (NE) 223 · 0 off
- Grand Bk 401(k) Plan (NJ) 223 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.