401(k) · DOL Form 5500 · 2024

Out South of North Carolina, Inc. 401(k) Plan

Data updated 2026-08-25

$239K
Total assets Small plan by assets
14
Participants Small participant base
12th
Percentile by assets National rank
$17,052
Avg per participant Low balance/head
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Official DOL plan name: Out South of North Carolina, Inc. 401(k) Plan · Sponsored by Out South of North Carolina, Inc. · North Carolina · Retail Trade

$239K in assets, 14 participants

Out South of North Carolina, Inc.'s Out South of North Carolina, Inc. 401(k) Plan reported $239K in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,560 in Retail Trade (8,048 peers)

Out South of North Carolina, Inc. multi-year trail

Out South of North Carolina, Inc.'s plans moved -13.4% in assets from 2022 to 2024; this filing shows Out South of North Carolina, Inc. 401(k) Plan at $239K / 14 participants.

#1,560
in Retail Trade (8,048 peers)
-21.6%
assets change YoY

The plan reported a net loss of $66K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Out South of North Carolina, Inc. 401(k) Plan among the smaller filed plans by assets

Out South of North Carolina, Inc. 401(k) Plan vs every filed plan by assets

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

$238,733 12th percentile higher than 12% 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

Out South of North Carolina, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Out South of North Carolina, Inc. 401(k) Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Out South of North Carolina, Inc. 401(k) Plan reported net income fell from $29K in the plan year 2023 filing to -$66K in the plan year 2024 filing.
  • Out South of North Carolina, Inc. 401(k) Plan reported participants rose from 8 in the plan year 2023 filing to 14 in the plan year 2024 filing.
  • Out South of North Carolina, Inc. 401(k) Plan end-of-year assets fell from $305K in the plan year 2023 filing to $239K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 462799855 · Out South of North Carolina, Inc. PY 2024 · 401(k)

Out South of North Carolina, Inc. 401(k) Plan · $239K · 14 · 12th

  • PART $239K
  • TYPE 14
  • NET 12th
  • BOOK 401(k)
  • VS-ST near Kgs417 LLC 401(k) Profit Sharing Plan & Trust
  • BOY ind #1560

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 Retail Trade retirement plans → · Plans in North Carolina →

Out South of North Carolina, Inc. 401(k) Plan in the asset neighbourhood

Out South of North Carolina, Inc. 401(k) PlanOut South of North Carolina,…$239KKgs417 LLC 401(k) Profit Sharing Plan & TrustKgs417 LLC 401(k) Profit Sha…$239KFuture Polymath 401(k)$239KCarlen Ventures Inc 401(k) Profit Sharing PlanCarlen Ventures Inc 401(k) P…$239KO3 Insight Inc 401(k) Plan$239K
End-of-year total assets ($M) among Out South of North Carolina, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Out South of North Carolina, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Out South of North Carolina, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$239K 13.411869675130845% vs 2022
2024 filing year
$0.22M$0.24M$0.26M$0.28M$0.3M$0.32M 202220232024 $0.28M $0.24M ▼ -14.3%
Year Plans Participants Total Assets
2022 1 5 $276K
2023 1 8 $305K
2024 1 14 $239K

Out South of North Carolina, Inc. filing trail (2024)

Total Assets (Beginning of Year)$305K
Net Assets (End of Year)$239K
Net Income-$66K
Employer EIN462799855
Plan Effective Date2013-05-18
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Out South of North Carolina, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Out South of North Carolina, Inc. 401(k) Plan, Total assets ($B): 0.000238733 · Participants: 14Out South of North Carolina, Inc. 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
Out South of North Carolina, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Out South of North Carolina, Inc. 401(k) Plan side-by-side with 3 peers →

Out South of North Carolina, 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 Kgs417 LLC 401(k) Profit Sharing Plan & Trust in MO ($239K); by covered participants it is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($239K here).

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Out South of North Carolina, Inc. 401(k) Plan assets move in 2024? ▼
Out South of North Carolina, Inc. 401(k) Plan declined sharply - down 21.6% during 2024, from $305K to $239K. Reported net income was -$66K.
How have Out South of North Carolina, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Out South of North Carolina, Inc.'s sponsor-wide assets declined 13.4%, from $276K to $239K.
Where does Out South of North Carolina, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Out South of North Carolina, Inc. 401(k) Plan ranks in the 12th 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 Out South of North Carolina, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kgs417 LLC 401(k) Profit Sharing Plan & Trust in MO ($239K, 7 participants).
Which 401(k) plans cover a similar participant headcount to Out South of North Carolina, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants, $3M 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 462799855.

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.