401(k) · DOL Form 5500 · 2024

Record North America 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 147
Participants Small participant base: 44th
Percentile by assets National rank: $37,763
Avg per participant Low balance/head

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Official DOL plan name: Record 401(k) Plan · Sponsored by Record North America · North Carolina · Manufacturing

$6M in assets, 147 participants

Record North America's Record 401(k) Plan reported $6M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

#4,828 in Manufacturing (17,777 peers)

Coverage in North Carolina

Record 401(k) Plan covers 147 participants in North Carolina, about 18% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.

#4,828
in Manufacturing (17,777 peers): +11.4%
assets growth YoY

Record 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Record 401(k) Plan vs every filed plan by assets

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

$5,551,177 44th percentile higher than 44% 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

Record 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. Record 401(k) Plan sits mid-pack in the medium band (147 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Record 401(k) Plan reported net income rose from $7K in the plan year 2023 filing to $566K in the plan year 2024 filing.
Record 401(k) Plan reported participants rose from 108 in the plan year 2023 filing to 147 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 134130849 · Record North America PY 2024 · 401(k)

Record 401(k) Plan · $6M · 147 · 44th

BOOK $6M
VS-ST 147
BOY 44th
SCH 401(k)
EBSA near L C Manufacturing, LLC Employees Savings Trust
PART ind #4828

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 Manufacturing retirement plans → · Plans in North Carolina →

End-of-year total assets ($M) among Record 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	$566K
Employer EIN	134130849
Plan Effective Date	1990-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Record North America)

Latest sponsor-wide plan assets: $6M 81.58714072996291% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	87	$3M
2023	1	108	N/A
2024	1	147	$6M

Nearby 401(k) Plans in North Carolina

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

Record 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

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

Compare Record 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is L C Manufacturing, LLC Employees Savings Trust in MI ($6M); by covered participants it is Sabinal Administrative Services, LLC 401(k) Plan in TX (147 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

L C Manufacturing, LLC Employees Savings Trust (MI) $6M · 105
Changeup 401(k) Plan (OH) $6M · 151
Merschman Fertilizer, LLC 401(k) Profit Sharing Plan (IA) $6M · 18
Work'n Gear 401(k) Savings Plan (MA) $6M · 139

Similar participant headcount

Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.

Sabinal Administrative Services, LLC 401(k) Plan (TX) 147 · 0 off
Ardmore Home Design, Inc. 401(k) Profit Sharing Plan (CA) 147 · 0 off
Reed Oil Company 401(k) Profit Sharing Plan (PA) 147 · 0 off
Gibson-Thomas 401 (K) Plan (PA) 147 · 0 off

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 Record 401(k) Plan assets move in 2024? ▼

Record 401(k) Plan grew at a solid clip - up 11.4% during 2024, from $5M to $6M. Reported net income was $566K.

How have Record North America plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Record North America's sponsor-wide assets grew 81.6%, from $3M to $6M.

Which 401(k) plans are similar in size to Record 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is L C Manufacturing, LLC Employees Savings Trust in MI ($6M, 105 participants).

Which 401(k) plans cover a similar participant headcount to Record 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Sabinal Administrative Services, LLC 401(k) Plan in TX (147 participants, $15M 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 134130849.