401(k) · DOL Form 5500 · 2022

Raleigh Orthopaedic Clinic, P.a. 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
359
Participants Below avg headcount
89th
Percentile by assets National rank
$157,816
Avg per participant Above avg balance/head
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Official DOL plan name: Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust · Sponsored by Raleigh Orthopaedic Clinic, P.a. · North Carolina · Healthcare & Social Assistance

$57M in assets, 359 participants

Raleigh Orthopaedic Clinic, P.a.'s Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust reported $57M in total assets and 359 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,183 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Carolina

Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust covers 359 participants in North Carolina, about 44% of the average North Carolina filer (state average ~819 per filing). Assets: $57M.

#18,183
in Healthcare & Social Assistance (20,060 peers)
-10.6%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$56,655,807 Top 11% higher than 89% 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

Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust 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. Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (359 participants).

Form 5500 schedule snapshot

Filing strip 560941814 · Raleigh Orthopaedic Clinic, P.a. PY 2022 · 401(k)

Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust · $57M · 359 · 89th

  • EOY $57M
  • EOY 359
  • EOY 89th
  • EOY 401(k)
  • EOY near Raynor Garage Door 401(k) Retirement Savings Plan
  • EOY ind #18183

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 →

Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Alaska Communications Employee 401(k) Savings Plan for AlaskaAlaska Communications Employ…$57MRaleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & TrustRaleigh Orthopaedic Clinic 4…$57MRaynor Garage Door 401(k) Retirement Savings PlanRaynor Garage Door 401(k) Re…$57MKlarquist Sparkman, LLP 401(k) Retirement PlanKlarquist Sparkman, LLP 401(…$57MTri-Counties Bank 401(k) Plan$57M
End-of-year total assets ($M) among Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$57M
Net Income-$7M
Employer EIN560941814
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Raleigh Orthopaedic Clinic, P.a.)

Sponsor-wide plan assets over time

All Raleigh Orthopaedic Clinic, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$79M 38.8813224388455% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $56.7M $78.7M ▲ +38.9%
Year Plans Participants Total Assets
2022 1 359 $57M
2023 1 386 $68M
2024 1 422 $79M

Nearby 401(k) Plans in North Carolina

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

Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.056655807 · Participants: 359Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & TrustThe 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
Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Raynor Garage Door 401(k) Retirement Savings Plan in IL ($57M); by covered participants it is Atlantic Diving Supply 401(k) Profit Sharing Plan & Trust in VA (359 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (359 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 Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 10.6% during 2022, from $63M to $57M. Reported net income was -$7M.
How have Raleigh Orthopaedic Clinic, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Raleigh Orthopaedic Clinic, P.a.'s sponsor-wide assets grew 38.9%, from $57M to $79M.
Where does Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust ranks in the 89th 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 Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Raynor Garage Door 401(k) Retirement Savings Plan in IL ($57M, 172 participants).
Which 401(k) plans cover a similar participant headcount to Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlantic Diving Supply 401(k) Profit Sharing Plan & Trust in VA (359 participants, $36M 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 560941814.

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.