401(k) · DOL Form 5500 · 2024
Cary Oil Co., Inc. 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 203
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $147,386
- Avg per participant Above avg balance/head
Official DOL plan name: Cary Oil Co., Inc. 401(k) Plan · Sponsored by Cary Oil Co., Inc. · North Carolina · Wholesale Trade
$30M in assets, 203 participants
Cary Oil Co., Inc.'s Cary Oil Co., Inc. 401(k) Plan reported $30M in total assets and 203 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #4,594 in Wholesale Trade (6,080 peers)
Coverage in North Carolina
Cary Oil Co., Inc. 401(k) Plan covers 203 participants in North Carolina, about 25% of the average North Carolina filer (state average ~819 per filing). Assets: $30M.
- #4,594
- in Wholesale Trade (6,080 peers)
- +5.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Cary Oil Co., Inc. 401(k) Plan's outsized position by total assets
Cary Oil Co., Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$29,919,403 Top 23% higher than 77% 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
Cary Oil Co., Inc. 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. Cary Oil Co., Inc. 401(k) Plan sits mid-pack in the medium band (203 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cary Oil Co., Inc. 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Cary Oil Co., Inc. 401(k) Plan reported participants rose from 191 in the plan year 2023 filing to 203 in the plan year 2024 filing.
- Cary Oil Co., Inc. 401(k) Plan end-of-year assets rose from $28M in the plan year 2023 filing to $30M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 560852011 · Cary Oil Co., Inc. PY 2024 · 401(k)
Cary Oil Co., Inc. 401(k) Plan · $30M · 203 · 77th
- EIN $30M
- RANK 203
- PHOTO 77th
- IND 401(k)
- EOY near Pax Machine Works, Inc. 401(k) Retirement Plan
- 5500 ind #4594
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 Wholesale Trade retirement plans → · Plans in North Carolina →
Cary Oil Co., Inc. 401(k) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $1M |
| Employer EIN | 560852011 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cary Oil Co., Inc.)
Sponsor-wide plan assets over time
All Cary Oil Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 26.010538768134804% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 198 | $24M |
| 2023 | 1 | 191 | $28M |
| 2024 | 1 | 203 | $30M |
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
Cary Oil Co., 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 Pax Machine Works, Inc. 401(k) Retirement Plan in OH ($30M); by covered participants it is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (203 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
Similar participant headcount
Nearest other-state filings by covered participants (203 participants); asset peers above are excluded.
- Ampco Contracting, Inc. 401(k) Prevailing Wage Plan (CA) 203 · 0 off
- Pembina U.S. Corporation Wealth Accumulation Plan (TX) 203 · 0 off
- Tax Defense Network 401(k) Plan (FL) 203 · 0 off
- Homestead Village, Inc. 401(k) Plan (PA) 203 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.