401(k) · DOL Form 5500 · 2024

Care N Care Insurance Company of North Carolina, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
127
Participants Small participant base
45th
Percentile by assets National rank
$45,839
Avg per participant Low balance/head
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Official DOL plan name: Healthteam Advantage 401(k) Plan · Sponsored by Care N Care Insurance Company of North Carolina, Inc. · North Carolina · Healthcare & Social Assistance

$6M in assets, 127 participants

Care N Care Insurance Company of North Carolina, Inc.'s Healthteam Advantage 401(k) Plan reported $6M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,177 in Healthcare & Social Assistance (16,916 peers)

Coverage in North Carolina

Healthteam Advantage 401(k) Plan covers 127 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.

#8,177
in Healthcare & Social Assistance (16,916 peers)
+28.2%
assets growth YoY

Healthteam Advantage 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Healthteam Advantage 401(k) Plan vs every filed plan by assets

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

$5,821,527 45th percentile higher than 45% 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

Healthteam Advantage 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. Healthteam Advantage 401(k) Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Healthteam Advantage 401(k) Plan reported net income rose from $795K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Healthteam Advantage 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Healthteam Advantage 401(k) Plan reported participants rose from 120 in the plan year 2023 filing to 127 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 472847536 · Care N Care Insurance Company of North Carolina, Inc. PY 2024 · 401(k)

Healthteam Advantage 401(k) Plan · $6M · 127 · 45th

  • EIN $6M
  • RANK 127
  • PHOTO 45th
  • IND 401(k)
  • EOY near Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan
  • 5500 ind #8177

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 →

Healthteam Advantage 401(k) Plan in the asset neighbourhood

Healthteam Advantage 401(k) PlanHealthteam Advantage 401(k) …$6MFrank Perez-Siam, P.a. Profit Sharing 401(k) PlanFrank Perez-Siam, P.a. Profi…$6MBottar Law, PLLC Profit Sharing 401(k) PlanBottar Law, PLLC Profit Shar…$6MDos Gringos 401(k) Plan$6MSheridan Sheet Metal Company 401 (K) Profit Sharing Plan and TrustSheridan Sheet Metal Company…$6M
End-of-year total assets ($M) among Healthteam Advantage 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)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN472847536
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Care N Care Insurance Company of North Carolina, Inc.)

Sponsor-wide plan assets over time

All Care N Care Insurance Company of North Carolina, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 59.677497659637666% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.65M $5.82M ▲ +59.5%
Year Plans Participants Total Assets
2022 1 115 $4M
2023 1 120 $5M
2024 1 127 $6M

Nearby 401(k) Plans in North Carolina

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

Healthteam Advantage 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Healthteam Advantage 401(k) Plan, Total assets ($B): 0.005821527 · Participants: 127Healthteam Advantage 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
Healthteam Advantage 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Healthteam Advantage 401(k) Plan side-by-side with 3 peers →

Healthteam Advantage 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan in FL ($6M); by covered participants it is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Healthteam Advantage 401(k) Plan assets move in 2024? ▼
Healthteam Advantage 401(k) Plan grew sharply - up 28.2% during 2024, from $5M to $6M. Reported net income was $1M.
How have Care N Care Insurance Company of North Carolina, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Care N Care Insurance Company of North Carolina, Inc.'s sponsor-wide assets grew 59.7%, from $4M to $6M.
Which 401(k) plans are similar in size to Healthteam Advantage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan in FL ($6M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Healthteam Advantage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants, $829K 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 472847536.

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.