401(k)
2022 plan-year 401(k) DOL Form 5500

Jeffers, Mann & Artman Pediatric and Adolescent Medicine, P.a. Re

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Jeffers, Mann & Artman Pediatric · North Carolina · Healthcare & Social Assistance

What the 2023 filing shows

Jeffers, Mann & Artman Pediatric and Adolescent Medicine, P.a. Re holds $18M for 128 participants — about $141,496 per participant, down 13.9% over the 2022 plan year.

$18M
total plan assets (2022 EOY)
128
covered participants
$141,496
avg assets per participant
-13.9%
assets change YoY

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.

Total Assets (2023)
$18M
Participants
128
Industry
Healthcare & Social Assistance

What the Filing Says About Jeffers, Mann & Artman Pediatric and Adolescent Medicine, P.a. Re

Jeffers, Mann & Artman Pediatric and Adolescent Medicine, P.a. Re is a 401(k) retirement plan sponsored by Jeffers, Mann & Artman Pediatric, headquartered in North Carolina. As of the 2022 Form 5500 filing, the plan reports $18M in total end-of-year assets and covers 128 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 562146753, and the plan has been effective since 2002-02-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $21M at the beginning of 2022 to $18M at year-end — a decline of 13.9%. Net assets (after liabilities) closed the year at $18M, with reported net income of $-2,911,764 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$21M
Total Assets (End of Year)$18M
Net Assets (End of Year)$18M
Net Income$-2,911,764
Plan Type401(k)
Employer EIN562146753
Plan Effective Date2002-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jeffers, Mann & Artman Pediatric)

Year Plans Participants Total Assets
2022 1 128 $18M
2023 1 133 $23M
2024 1 160 $27M

Nearby 401(k) Plans in North Carolina

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Frequently Asked Questions

How much money is in the Jeffers, Mann & Artman Pediatric and Adolescent Medicine, P.a. Re?
As of the 2022 Form 5500 filing, Jeffers, Mann & Artman Pediatric and Adolescent Medicine, P.a. Re holds $18M in total assets with 128 participants. It is sponsored by Jeffers, Mann & Artman Pediatric.
What type of plan is Jeffers, Mann & Artman Pediatric and Adolescent Medicine, P.a. Re?
Jeffers, Mann & Artman Pediatric and Adolescent Medicine, P.a. Re is a 401(k) plan. It has been effective since 2002-02-01. The plan is filed with the U.S. Department of Labor under EIN 562146753.
Who sponsors the Jeffers, Mann & Artman Pediatric and Adolescent Medicine, P.a. Re?
Jeffers, Mann & Artman Pediatric and Adolescent Medicine, P.a. Re is sponsored by Jeffers, Mann & Artman Pediatric, located in North Carolina. The sponsor's EIN is 562146753 and the plan operates in the Healthcare & Social Assistance industry.
How did Jeffers, Mann & Artman Pediatric and Adolescent Medicine, P.a. Re perform in 2022?
Jeffers, Mann & Artman Pediatric and Adolescent Medicine, P.a. Re declined by 13.9% during 2022, moving from $21M to $18M in total assets. Net income was $-2,911,764.
Where can I find official filings for Jeffers, Mann & Artman Pediatric and Adolescent Medicine, P.a. Re?
Official Form 5500 filings for Jeffers, Mann & Artman Pediatric and Adolescent Medicine, P.a. Re are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 562146753 or plan name at efast.dol.gov.
How does Jeffers, Mann & Artman Pediatric and Adolescent Medicine, P.a. Re compare to other plans?
You can compare Jeffers, Mann & Artman Pediatric and Adolescent Medicine, P.a. Re against other 401(k) plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 562146753.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.