401(k) · DOL Form 5500 · 2024

Carolina Dreamin Inc. 401(k) Plan

Data updated 2026-08-25

$513K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$513,221
Avg per participant High balance/head
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Official DOL plan name: Carolina Dreamin 401(k) · Sponsored by Carolina Dreamin Inc. · North Carolina · Food Services & Accommodation

$513K in assets, 1 participants

Carolina Dreamin Inc.'s Carolina Dreamin 401(k) reported $513K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,750 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Carolina Dreamin 401(k) ranks #1,750 of 3,672 2024 filers by assets (3812% of the sector average)-$513K for 1 participant.

#1,750
in Food Services & Accommodation (3,672 peers)
-25.6%
assets change YoY

The plan reported a net loss of $176K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carolina Dreamin 401(k) among the smaller filed plans by assets

Carolina Dreamin 401(k) vs every filed plan by assets

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

$513,221 18th percentile higher than 18% 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 Dreamin 401(k) among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carolina Dreamin 401(k) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carolina Dreamin 401(k) reported net income fell from $110K in the plan year 2023 filing to -$176K in the plan year 2024 filing.
  • Carolina Dreamin 401(k) end-of-year assets fell from $689K in the plan year 2023 filing to $513K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 831454735 · Carolina Dreamin Inc. PY 2024 · 401(k)

Carolina Dreamin 401(k) · $513K · 1 · 18th

  • EIN $513K
  • EIN 1
  • EIN 18th
  • EIN 401(k)
  • EIN near Carolina Cove Capital Retirement Plan
  • EIN ind #1750

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 Food Services & Accommodation retirement plans → · Plans in North Carolina →

Carolina Dreamin 401(k) in the asset neighbourhood

Carolina Dreamin 401(k)$513KCarolina Cove Capital Retirement PlanCarolina Cove Capital Retire…$513KHarrison Street Management 401(k) PlanHarrison Street Management 4…$513K403(b) Thrift Plan for Employees of the Arc of Dekalb County403(b) Thrift Plan for Emplo…$514KAir Delivery Express, Inc. 401(k) PlanAir Delivery Express, Inc. 4…$514K
End-of-year total assets ($M) among Carolina Dreamin 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$689K
Net Assets (End of Year)$513K
Net Income-$176K
Employer EIN831454735
Plan Effective Date2018-08-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Carolina Dreamin Inc.)

Sponsor-wide plan assets over time

All Carolina Dreamin Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$513K 11.456525414663938% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.58M $0.51M ▼ -12.1%
Year Plans Participants Total Assets
2022 1 1 $580K
2023 1 1 $689K
2024 1 1 $513K

Nearby 401(k) Plans in North Carolina

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

Carolina Dreamin 401(k) vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Carolina Dreamin 401(k), Total assets ($B): 0.000513221 · Participants: 1Carolina Dreamin 401(k)The 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
Carolina Dreamin 401(k) vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carolina Dreamin 401(k) side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Carolina Cove Capital Retirement Plan in SC ($513K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Dreamin 401(k) assets move in 2024? ▼
Carolina Dreamin 401(k) declined sharply - down 25.6% during 2024, from $689K to $513K. Reported net income was -$176K.
How have Carolina Dreamin Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolina Dreamin Inc.'s sponsor-wide assets declined 11.5%, from $580K to $513K.
Where does Carolina Dreamin 401(k) rank by assets among Form 5500 filers? ▼
Carolina Dreamin 401(k) ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Carolina Dreamin 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Carolina Cove Capital Retirement Plan in SC ($513K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Carolina Dreamin 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 831454735.

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.