401(k) · DOL Form 5500 · 2024

Carolina Dealerships Inc. 401(k) Plan

Data updated 2026-08-25

$112M
Total assets Near avg plan size
2,789
Participants Above avg headcount
91st
Percentile by assets National rank
$40,245
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carolina Dealerships Inc. 401(k) Plan · Sponsored by Carolina Dealerships Inc. · North Carolina · Retail Trade

$112M in assets, 2,789 participants

Carolina Dealerships Inc.'s Carolina Dealerships Inc. 401(k) Plan reported $112M in total assets and 2,789 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,646 in Retail Trade (8,048 peers)

Coverage in North Carolina

Carolina Dealerships Inc. 401(k) Plan covers 2,789 participants in North Carolina, 3.4x the typical North Carolina plan (state average ~819 per filing). Assets: $112M.

#7,646
in Retail Trade (8,048 peers)
+14.3%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Carolina Dealerships Inc. 401(k) Plan's outsized position by total assets

Carolina Dealerships Inc. 401(k) Plan vs every filed plan by assets

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

$112,244,086 Top 9% higher than 91% 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

Carolina Dealerships Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carolina Dealerships Inc. 401(k) Plan lands in the large band (2,789 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carolina Dealerships Inc. 401(k) Plan end-of-year assets rose from $98M in the plan year 2023 filing to $112M in the plan year 2024 filing.
  • Carolina Dealerships Inc. 401(k) Plan reported participants rose from 2,447 in the plan year 2023 filing to 2,789 in the plan year 2024 filing.
  • Carolina Dealerships Inc. 401(k) Plan reported net income fell from $16M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 200465434 · Carolina Dealerships Inc. PY 2024 · 401(k)

Carolina Dealerships Inc. 401(k) Plan · $112M · 2,789 · 91st

  • 5500 $112M
  • 5500 2,789
  • 5500 91st
  • 5500 401(k)
  • 5500 near Mlsc Holding Co., Inc. Employee Stock Ownership Plan and Trust
  • 5500 ind #7646

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 →

Carolina Dealerships Inc. 401(k) Plan in the asset neighbourhood

Von Maur 401(k) Retirement PlanVon Maur 401(k) Retirement P…$112MMlsc Holding Co., Inc. Employee Stock Ownership Plan and TrustMlsc Holding Co., Inc. Emplo…$112MStoneridge Inc. 401(k) Retirement PlanStoneridge Inc. 401(k) Retir…$112MCarolina Dealerships Inc. 401(k) PlanCarolina Dealerships Inc. 40…$112MHeritage Financial Corporation 401(k) Profit Sharing Plan and TrustHeritage Financial Corporati…$112M
End-of-year total assets ($M) among Carolina Dealerships Inc. 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)$98M
Net Assets (End of Year)$112M
Net Income$14M
Employer EIN200465434
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carolina Dealerships Inc.)

Sponsor-wide plan assets over time

All Carolina Dealerships Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$112M 35.85680584534824% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $82.6M $112M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 2,255 $83M
2023 1 2,447 $98M
2024 1 2,789 $112M

Nearby 401(k) Plans in North Carolina

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

Carolina Dealerships Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Carolina Dealerships Inc. 401(k) Plan, Total assets ($B): 0.112244086 · Participants: 2789Carolina Dealerships Inc. 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
Carolina Dealerships Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carolina Dealerships Inc. 401(k) Plan side-by-side with 3 peers →

Carolina Dealerships 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 Mlsc Holding Co., Inc. Employee Stock Ownership Plan and Trust in UT ($112M); by covered participants it is Priority Life Care 401(k) Savings Plan in OH (2,788 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,789 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 Carolina Dealerships Inc. 401(k) Plan assets move in 2024? ▼
Carolina Dealerships Inc. 401(k) Plan grew at a solid clip - up 14.3% during 2024, from $98M to $112M. Reported net income was $14M.
How have Carolina Dealerships Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolina Dealerships Inc.'s sponsor-wide assets grew 35.9%, from $83M to $112M.
Where does Carolina Dealerships Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Carolina Dealerships Inc. 401(k) Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Carolina Dealerships Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mlsc Holding Co., Inc. Employee Stock Ownership Plan and Trust in UT ($112M, 966 participants).
Which 401(k) plans cover a similar participant headcount to Carolina Dealerships Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Priority Life Care 401(k) Savings Plan in OH (2,788 participants, $239K 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 200465434.

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.