401(k) · DOL Form 5500 · 2024
Quarterra Services, LLC 401(k) Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 866
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $72,649
- Avg per participant Below avg balance/head
Official DOL plan name: The Quarterra Services, LLC 401(k) Plan · Sponsored by Quarterra Services, LLC · North Carolina · Real Estate
$63M in assets, 866 participants
Quarterra Services, LLC's The Quarterra Services, LLC 401(k) Plan reported $63M in total assets and 866 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #4,364 in Real Estate (4,605 peers)
Where The Quarterra Services, LLC 401(k) Plan sits by assets
The Quarterra Services, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $63M for 866 participants (~$72,649/participant), up 3.6% in 2024.
- #4,364
- in Real Estate (4,605 peers)
- +3.6%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
The Quarterra Services, LLC 401(k) Plan's outsized position by total assets
The Quarterra Services, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$62,914,325 Top 13% higher than 87% 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 Quarterra Services, LLC 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. The Quarterra Services, LLC 401(k) Plan sits mid-pack in the medium band (866 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Quarterra Services, LLC 401(k) Plan reported net income fell from $16M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- The Quarterra Services, LLC 401(k) Plan end-of-year assets rose from $61M in the plan year 2023 filing to $63M in the plan year 2024 filing.
- The Quarterra Services, LLC 401(k) Plan reported participants rose from 846 in the plan year 2023 filing to 866 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 880658257 · Quarterra Services, LLC PY 2024 · 401(k)
The Quarterra Services, LLC 401(k) Plan · $63M · 866 · 87th
- PCT $63M
- PCT 866
- PCT 87th
- PCT 401(k)
- PCT near Ironwood Physicians 401(k) Plan
- PCT ind #4364
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 Real Estate retirement plans → · Plans in North Carolina →
The Quarterra Services, LLC 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $2M |
| Employer EIN | 880658257 |
| Plan Effective Date | 2022-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Quarterra Services, LLC)
Sponsor-wide plan assets over time
All Quarterra Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $63M 41.6678876828994% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 745 | $44M |
| 2023 | 1 | 846 | $61M |
| 2024 | 1 | 866 | $63M |
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 Quarterra Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Ironwood Physicians 401(k) Plan in AZ ($63M); by covered participants it is 5.11, Inc. 401(k) Profit Sharing Plan in CA (866 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
Similar participant headcount
Nearest other-state filings by covered participants (866 participants); asset peers above are excluded.
- 5.11, Inc. 401(k) Profit Sharing Plan (CA) 866 · 0 off
- Intelident Solutions, Inc. 401(k) Plan (FL) 866 · 0 off
- Alta Convenience 401(k) Plan (CA) 866 · 0 off
- Whitman, Requardt & Associates, LLP 401(k) Plan (MD) 866 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.