401(k) · DOL Form 5500 · 2022

Carolina Digestive Health Associates, P.a. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
104
Participants Small participant base
84th
Percentile by assets National rank
$316,611
Avg per participant High balance/head
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Official DOL plan name: Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan · Sponsored by Carolina Digestive Health Associates, P.a. · North Carolina · Healthcare & Social Assistance

$33M in assets, 104 participants

Carolina Digestive Health Associates, P.a.'s Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan reported $33M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,341 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Carolina

Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan covers 104 participants in North Carolina, about 13% of the average North Carolina filer (state average ~819 per filing). Assets: $33M.

#17,341
in Healthcare & Social Assistance (20,060 peers)
-12.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan's outsized position by total assets

Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$32,927,498 Top 16% higher than 84% 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

Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) 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. Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan sits mid-pack in the medium band (104 participants).

Published 5500 schedule card

Filing strip 561335864 · Carolina Digestive Health Associates, P.a. PY 2022 · 401(k)

Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan · $33M · 104 · 84th

  • BOY $33M
  • SCH 104
  • EBSA 84th
  • PART 401(k)
  • TYPE near Kamco Supply Corporation of Boston 401(k) Profit Sharing Plan
  • NET ind #17341

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 →

Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan in the asset neighbourhood

Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) PlanCarolina Digestive Health As…$33MKamco Supply Corporation of Boston 401(k) Profit Sharing PlanKamco Supply Corporation of …$33MAhern 401(k) Retirement Plan$33MDay Automation Systems, Inc. 401(k) PlanDay Automation Systems, Inc.…$33MCenter for American Progress Retirement PlanCenter for American Progress…$33M
End-of-year total assets ($M) among Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$33M
Net Income-$5M
Employer EIN561335864
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carolina Digestive Health Associates, P.a.)

Sponsor-wide plan assets over time

All Carolina Digestive Health Associates, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 8.284580261761764% vs 2022
2024 filing year
$29M$30M$31M$32M$33M$34M 202220232024 $32.9M $30.2M ▼ -8.3%
Year Plans Participants Total Assets
2022 1 104 $33M
2023 1 94 $30M
2024 1 122 $30M

Nearby 401(k) Plans in North Carolina

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

Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan, Total assets ($B): 0.032927498 · Participants: 104Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) 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
Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Kamco Supply Corporation of Boston 401(k) Profit Sharing Plan in MA ($33M); by covered participants it is First City Credit Union 401(k) Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan assets move in 2022? ▼
Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan pulled back noticeably - down 12.4% during 2022, from $38M to $33M. Reported net income was -$5M.
How have Carolina Digestive Health Associates, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolina Digestive Health Associates, P.a.'s sponsor-wide assets declined 8.3%, from $33M to $30M.
Where does Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan ranks in the 84th 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 401(k) plans are similar in size to Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kamco Supply Corporation of Boston 401(k) Profit Sharing Plan in MA ($33M, 278 participants).
Which 401(k) plans cover a similar participant headcount to Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First City Credit Union 401(k) Plan in CA (104 participants, N/A 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 561335864.

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.