401(k) · DOL Form 5500 · 2024

Carolina Wholesale Group, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
204
Participants Below avg headcount
72nd
Percentile by assets National rank
$107,852
Avg per participant Below avg balance/head
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Official DOL plan name: Carolina Wholesale Group 401(k) Plan · Sponsored by Carolina Wholesale Group, Inc. · Illinois · Wholesale Trade

$22M in assets, 204 participants

Carolina Wholesale Group, Inc.'s Carolina Wholesale Group 401(k) Plan reported $22M in total assets and 204 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,177 in Wholesale Trade (6,080 peers)

Coverage in Illinois

Carolina Wholesale Group 401(k) Plan covers 204 participants in Illinois, about 26% of the average Illinois filer (state average ~779 per filing). Assets: $22M.

#4,177
in Wholesale Trade (6,080 peers)
+6.6%
assets growth YoY

Carolina Wholesale Group 401(k) Plan's outsized position by total assets

Carolina Wholesale Group 401(k) Plan vs every filed plan by assets

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

$22,001,766 Top 28% higher than 72% 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 Wholesale Group 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. Carolina Wholesale Group 401(k) Plan sits mid-pack in the medium band (204 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carolina Wholesale Group 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Carolina Wholesale Group 401(k) Plan reported participants fell from 251 in the plan year 2023 filing to 204 in the plan year 2024 filing.
  • Carolina Wholesale Group 401(k) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 201365612 · Carolina Wholesale Group, Inc. PY 2024 · 401(k)

Carolina Wholesale Group 401(k) Plan · $22M · 204 · 72nd

  • SCH $22M
  • EBSA 204
  • PART 72nd
  • TYPE 401(k)
  • NET near Sensortower, Inc. 401(k) Plan
  • BOOK ind #4177

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 Illinois →

Carolina Wholesale Group 401(k) Plan in the asset neighbourhood

Carolina Wholesale Group 401(k) PlanCarolina Wholesale Group 401…$22MSensortower, Inc. 401(k) Plan$22MDan Klores Communications, LLC 401(k) Savings PlanDan Klores Communications, L…$22MAtkinsons Market 401(k) & Profit Sharing PlanAtkinsons Market 401(k) & Pr…$22MModern Office Methods Inc. Savings and Investment PlanModern Office Methods Inc. S…$22M
End-of-year total assets ($M) among Carolina Wholesale Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$22M
Net Income$1M
Employer EIN201365612
Plan Effective Date1981-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carolina Wholesale Group, Inc.)

Sponsor-wide plan assets over time

All Carolina Wholesale Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 35.39195038849448% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16.3M $22M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 231 $16M
2023 1 251 $21M
2024 1 204 $22M

Nearby 401(k) Plans in Illinois

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

Carolina Wholesale Group 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Carolina Wholesale Group 401(k) Plan, Total assets ($B): 0.022001766 · Participants: 204Carolina Wholesale Group 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Carolina Wholesale Group 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Carolina Wholesale Group 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Sensortower, Inc. 401(k) Plan in CA ($22M); by covered participants it is S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan in VA (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Wholesale Group 401(k) Plan assets move in 2024? ▼
Carolina Wholesale Group 401(k) Plan grew at a solid clip - up 6.6% during 2024, from $21M to $22M. Reported net income was $1M.
How have Carolina Wholesale Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolina Wholesale Group, Inc.'s sponsor-wide assets grew 35.4%, from $16M to $22M.
Which 401(k) plans are similar in size to Carolina Wholesale Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sensortower, Inc. 401(k) Plan in CA ($22M, 261 participants).
Which 401(k) plans cover a similar participant headcount to Carolina Wholesale Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan in VA (204 participants, $41M 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 201365612.

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.