401(k) · DOL Form 5500 · 2022

North Carolina Medical Society 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
29
Participants Small participant base
46th
Percentile by assets National rank
$139,077
Avg per participant Near avg balance/head
PlainRetire home → About this data

Official DOL plan name: North Carolina Medical Society Retirement Savings Plan · Sponsored by North Carolina Medical Society · North Carolina · Other Services

$4M in assets, 29 participants

North Carolina Medical Society's North Carolina Medical Society Retirement Savings Plan reported $4M in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #5,584 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, North Carolina Medical Society Retirement Savings Plan ranks #5,584 of 8,398 2022 filers by assets (498% of the sector average)-$4M for 29 participants.

#5,584
in Other Services (8,398 peers)
-26.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

North Carolina Medical Society Retirement Savings Plan's mid-pack asset rank among Other Services and all filers

North Carolina Medical Society Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,033,220 46th percentile higher than 46% of 139,123 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 2022

North Carolina Medical Society Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Carolina Medical Society Retirement Savings Plan is a small filing (29 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 560320130 · North Carolina Medical Society PY 2022 · 401(k)

North Carolina Medical Society Retirement Savings Plan · $4M · 29 · 46th

  • BOY $4M
  • BOY 29
  • BOY 46th
  • BOY 401(k)
  • BOY near Lorain County Health & Dentistry 401(k) Plan
  • BOY ind #5584

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 Other Services retirement plans → · Plans in North Carolina →

North Carolina Medical Society Retirement Savings Plan in the asset neighbourhood

North Carolina Medical Society Retirement Savings PlanNorth Carolina Medical Socie…$4MLorain County Health & Dentistry 401(k) PlanLorain County Health & Denti…$4MAbingdon Ear, Nose & Throat Associates, P.C. 401(k) Profit Sharing PlanAbingdon Ear, Nose & Throat …$4MMobis North America LLC Detroit Union PlanMobis North America LLC Detr…$4MBabylist 401(k) Plan$4M
End-of-year total assets ($M) among North Carolina Medical Society Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN560320130
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

North Carolina Medical Society Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants North Carolina Medical Society Retirement Savings Plan, Total assets ($B): 0.00403322 · Participants: 29North Carolina Medical Society Retirement Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
North Carolina Medical Society Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

North Carolina Medical Society Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Lorain County Health & Dentistry 401(k) Plan in OH ($4M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did North Carolina Medical Society Retirement Savings Plan assets move in 2022?
North Carolina Medical Society Retirement Savings Plan declined sharply - down 26.8% during 2022, from $6M to $4M. Reported net income was -$1M.
Which 401(k) plans are similar in size to North Carolina Medical Society Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Lorain County Health & Dentistry 401(k) Plan in OH ($4M, 109 participants).
Which 401(k) plans cover a similar participant headcount to North Carolina Medical Society Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (29 participants, $3M in assets).