401(k) · DOL Form 5500 · 2022
Orthocarolina, P.a. 401(k) Plan
Data updated 2026-08-11
- $281M
- Total assets
- 1,541
- Participants
- 97th
- Percentile by assets
- $182,593
- Avg per participant
Official DOL plan name: Orthocarolina 401(k)and Profit Sharing Plan · Sponsored by Orthocarolina, P.a. · North Carolina · Healthcare & Social Assistance
$281M in assets, 1,541 participants
Orthocarolina, P.a.'s Orthocarolina 401(k)and Profit Sharing Plan reported $281M in total assets and 1,541 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #19,456 in Healthcare & Social Assistance (20,060 peers)
Where Orthocarolina 401(k)and Profit Sharing Plan sits by assets
Orthocarolina 401(k)and Profit Sharing Plan sits in the top 5% of all filed plans by assets, $281M for 1,541 participants (~$182,593/participant), down 18.0% in 2022.
- $281M
- total plan assets (2022 EOY)
- 1,541
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $182,593
- avg assets per participant
The plan reported a net loss of $62M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Orthocarolina 401(k)and Profit Sharing Plan vs the 2022 asset distribution
By assets, Orthocarolina 401(k)and Profit Sharing Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $343M |
|---|---|
| Net Assets (End of Year) | $281M |
| Net Income | -$62M |
| Employer EIN | 561093722 |
| Plan Effective Date | 1971-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orthocarolina, P.a.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,670 | $309M |
| 2023 | 2 | 1,735 | $362M |
| 2024 | 2 | 1,821 | $398M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Orthocarolina 401(k)and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Orthocarolina 401(k)and Profit Sharing Plan by total assets, not by location.
- Stanley Retirement Plan (IA) $281M · 725
- U.S. Venture 401(k) Retirement Savings Plan (WI) $281M · 1,896
- Debevoise & Plimpton LLP Cash or Deferred Plan for Partners and Staff (NY) $281M · 725
- Vallourec North America Retirement Savings Plan (TX) $282M · 1,588
Frequently Asked Questions
How did Orthocarolina 401(k)and Profit Sharing Plan assets move in 2022? ▼
How have Orthocarolina, P.a. plan assets changed over time? ▼
Where does Orthocarolina 401(k)and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Orthocarolina 401(k)and Profit Sharing Plan? ▼
Next read for Orthocarolina 401(k)and Profit Sharing P…
Scale reading
Ways to act on Orthocarolina 401(k)and Profit Sharing Plan's numbers.
- By total assets, Orthocarolina 401(k)and Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- Orthocarolina, P.a.'s sponsor-wide assets have grown 28.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans