401(k) · DOL Form 5500 · 2024
Tar Heel Capital Corporation No. 2 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 964
- Participants Near avg headcount
- 53rd
- Percentile by assets National rank
- $9,014
- Avg per participant Low balance/head
Official DOL plan name: Tar Heel Capital Corporation No. 2 Employees Savings Plus Plan · Sponsored by Tar Heel Capital Corporation No. 2 · North Carolina · Food Services & Accommodation
$9M in assets, 964 participants
Tar Heel Capital Corporation No. 2's Tar Heel Capital Corporation No. 2 Employees Savings Plus Plan reported $9M in total assets and 964 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.
- #3,038 in Food Services & Accommodation (3,672 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Tar Heel Capital Corporation No. 2 Employees Savings Plus Plan ranks #3,038 of 3,672 2024 filers by assets (225% of the sector average)-$9M for 964 participants.
- #3,038
- in Food Services & Accommodation (3,672 peers)
- +10.4%
- assets growth YoY
Tar Heel Capital Corporation No. 2 Employees Savings Plus Plan's mid-pack asset rank among Food Services & Accommodation and all filers
Tar Heel Capital Corporation No. 2 Employees Savings Plus Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,689,527 Top 47% higher than 53% 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
Tar Heel Capital Corporation No. 2 Employees Savings Plus 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. Tar Heel Capital Corporation No. 2 Employees Savings Plus Plan sits mid-pack in the medium band (964 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tar Heel Capital Corporation No. 2 Employees Savings Plus Plan reported net income rose from $495K in the plan year 2023 filing to $821K in the plan year 2024 filing.
- Tar Heel Capital Corporation No. 2 Employees Savings Plus Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Tar Heel Capital Corporation No. 2 Employees Savings Plus Plan reported participants rose from 914 in the plan year 2023 filing to 964 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 621016897 · Tar Heel Capital Corporation No. 2 PY 2024 · 401(k)
Tar Heel Capital Corporation No. 2 Employees Savings Plus Plan · $9M · 964 · 53rd
- PART $9M
- TYPE 964
- NET 53rd
- BOOK 401(k)
- VS-ST near Mt Systems, Inc. 401(k) Plan
- BOY ind #3038
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 Food Services & Accommodation retirement plans → · Plans in North Carolina →
Tar Heel Capital Corporation No. 2 Employees Savings Plus Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $821K |
| Employer EIN | 621016897 |
| Plan Effective Date | 1989-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tar Heel Capital Corporation No. 2)
Sponsor-wide plan assets over time
All Tar Heel Capital Corporation No. 2 plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 17.60572301410777% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,447 | $7M |
| 2023 | 1 | 914 | $8M |
| 2024 | 1 | 964 | $9M |
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
Tar Heel Capital Corporation No. 2 Employees Savings Plus Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Mt Systems, Inc. 401(k) Plan in OH ($9M); by covered participants it is US Eye 40(K) Retirement Savings Plan in FL (964 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Mt Systems, Inc. 401(k) Plan (OH) $9M · 23
- The Edenwald 401(k) Retirement Plan (MD) $9M · 256
- Marvel Architects Landscape Ar 401(k) Profit Sharing Plan & Trust (NY) $9M · 101
- Adorama 401(k) Plan (NY) $9M · 546
Similar participant headcount
Nearest other-state filings by covered participants (964 participants); asset peers above are excluded.
- US Eye 40(K) Retirement Savings Plan (FL) 964 · 0 off
- Fullbeauty Brands, Inc. Savings and Retirement Plan (IN) 964 · 0 off
- Thompson Machinery Commerce Corporation 401(k) Plan (TN) 964 · 0 off
- U.S. Physical Therapy, Inc. 401(k) Gold Plan (TX) 964 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.