Defined Benefit (Pension) · DOL Form 5500 · 2022

Orthocarolina, P.a. Pension Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
129
Participants Small participant base
82nd
Percentile by assets National rank
$214,548
Avg per participant Above avg balance/head
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Official DOL plan name: Orthocarolina Cash Balance Pension Plan · Sponsored by Orthocarolina, P.a. · North Carolina · Healthcare & Social Assistance

$28M in assets, 129 participants

Orthocarolina, P.a.'s Orthocarolina Cash Balance Pension Plan reported $28M in total assets and 129 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,962 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Carolina

Orthocarolina Cash Balance Pension Plan covers 129 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $28M.

#16,962
in Healthcare & Social Assistance (20,060 peers)
-11.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orthocarolina Cash Balance Pension Plan's outsized position by total assets

Orthocarolina Cash Balance Pension Plan vs every filed plan by assets

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

$27,676,697 Top 18% higher than 82% 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 Cash Balance Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthocarolina Cash Balance Pension Plan sits mid-pack in the medium band (129 participants).

Plan-year Form 5500 strip

Filing strip 561093722 · Orthocarolina, P.a. PY 2022 · Defined Benefit (Pension)

Orthocarolina Cash Balance Pension Plan · $28M · 129 · 82nd

  • BOOK $28M
  • BOOK 129
  • BOOK 82nd
  • BOOK Defined Benefit (Pension)
  • BOOK near Securityplus Federal Credit Union Retirement Pension Plan
  • BOOK ind #16962

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 Cash Balance Pension Plan in the asset neighbourhood

Orthocarolina Cash Balance Pension PlanOrthocarolina Cash Balance P…$28MPension Plan of the International Brotherhood of Electrical Workers Local No. 445 Pension FundPension Plan of the Internat…$28MSecurityplus Federal Credit Union Retirement Pension PlanSecurityplus Federal Credit …$28MTeamsters Local 277 Pension$28MHillside Family of Agencies Pension PlanHillside Family of Agencies …$28M
End-of-year total assets ($M) among Orthocarolina Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$28M
Net Income-$3M
Employer EIN561093722
Plan Effective Date2011-01-01
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 Defined Benefit (Pension) Plans in North Carolina

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Orthocarolina Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -505101520 Total assets ($B) Participants Orthocarolina Cash Balance Pension Plan, Total assets ($B): 0.027676697 · Participants: 129Orthocarolina Cash Balance Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 17.0193439 · Participants: 12452Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 12.462364023 · Participants: 37931Truist Financial Corporation Pension PlanDuke Energy Legacy Pension Plan, Total assets ($B): 4.0414 · Participants: 346Duke Energy Legacy Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 3.182 · Participants: 16132Duke Energy Retirement Cash Balance PlanTime Warner Cable Pension Plan, Total assets ($B): 2.583220843 · Participants: 18624Time Warner Cable Pension Plan
Orthocarolina Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Orthocarolina Cash Balance Pension Plan side-by-side with 3 peers →

Orthocarolina Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Securityplus Federal Credit Union Retirement Pension Plan in MD ($28M); by covered participants it is Perishable Food Industry Pension Fund in NY (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Cash Balance Pension Plan assets move in 2022? ▼
Orthocarolina Cash Balance Pension Plan pulled back noticeably - down 11.0% during 2022, from $31M to $28M. Reported net income was -$3M.
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 Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Orthocarolina Cash Balance Pension Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Orthocarolina Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Securityplus Federal Credit Union Retirement Pension Plan in MD ($28M, 61 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Orthocarolina Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Perishable Food Industry Pension Fund in NY (129 participants, $16M 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.