401(k) · DOL Form 5500 · 2022

Orthocarolina, P.a. 401(k) Plan

Data updated 2026-08-25

$281M
Total assets Near avg plan size
1,541
Participants Near avg headcount
97th
Percentile by assets National rank
$182,593
Avg per participant Above avg balance/head
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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.

  • #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.

#19,456
in Healthcare & Social Assistance (20,060 peers)
-18.0%
assets change YoY
2.8×
vs typical plan assets (national mean)

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's outsized position by total assets

Orthocarolina 401(k)and Profit Sharing Plan vs every filed plan by assets

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

$281,375,973 Top 3% higher than 97% 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

Orthocarolina 401(k)and Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthocarolina 401(k)and Profit Sharing Plan lands in the large band (1,541 participants).

DOL schedule card

Filing strip 561093722 · Orthocarolina, P.a. PY 2022 · 401(k)

Orthocarolina 401(k)and Profit Sharing Plan · $281M · 1,541 · 97th

  • SCH $281M
  • EBSA 1,541
  • PART 97th
  • TYPE 401(k)
  • NET near Stanley Retirement Plan
  • BOOK ind #19456

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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →

Orthocarolina 401(k)and Profit Sharing Plan in the asset neighbourhood

Vallourec North America Retirement Savings PlanVallourec North America Reti…$282MDebevoise & Plimpton LLP Cash or Deferred Plan for Partners and StaffDebevoise & Plimpton LLP Cas…$281MU.S. Venture 401(k) Retirement Savings PlanU.S. Venture 401(k) Retireme…$281MOrthocarolina 401(k)and Profit Sharing PlanOrthocarolina 401(k)and Prof…$281MStanley Retirement Plan$281M
End-of-year total assets ($M) among Orthocarolina 401(k)and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$343M
Net Assets (End of Year)$281M
Net Income-$62M
Employer EIN561093722
Plan Effective Date1971-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthocarolina, P.a.)

Sponsor-wide plan assets over time

All Orthocarolina, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$398M 28.772815326267846% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $309M $398M ▲ +28.8%
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 Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Orthocarolina 401(k)and Profit Sharing Plan, Total assets ($B): 0.281375973 · Participants: 1541Orthocarolina 401(k)and Profit Sharing 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
Orthocarolina 401(k)and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Orthocarolina 401(k)and Profit Sharing Plan side-by-side with 3 peers →

Orthocarolina 401(k)and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Stanley Retirement Plan in IA ($281M); by covered participants it is Viad Corp Capital Accumulation Plan in AZ (1,541 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,541 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 Orthocarolina 401(k)and Profit Sharing Plan assets move in 2022? ▼
Orthocarolina 401(k)and Profit Sharing Plan declined sharply - down 18.0% during 2022, from $343M to $281M. Reported net income was -$62M.
How have Orthocarolina, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthocarolina, P.a.'s sponsor-wide assets grew 28.8%, from $309M to $398M.
Where does Orthocarolina 401(k)and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Orthocarolina 401(k)and Profit Sharing Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Orthocarolina 401(k)and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stanley Retirement Plan in IA ($281M, 725 participants).
Which 401(k) plans cover a similar participant headcount to Orthocarolina 401(k)and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Viad Corp Capital Accumulation Plan in AZ (1,541 participants, $195M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561093722.

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.