401(k) · DOL Form 5500 · 2022

Carteret Surgical Associates, P.a. Dba Carolinas Center for Surgery 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
108
Participants Small participant base
74th
Percentile by assets National rank
$154,902
Avg per participant Above avg balance/head
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Official DOL plan name: Carolinas Center for Surgery 401(k) Plan · Sponsored by Carteret Surgical Associates, P.a. Dba Carolinas Center for Surgery · North Carolina · Healthcare & Social Assistance

$17M in assets, 108 participants

Carteret Surgical Associates, P.a. Dba Carolinas Center for Surgery's Carolinas Center for Surgery 401(k) Plan reported $17M in total assets and 108 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,777 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Carolina

Carolinas Center for Surgery 401(k) Plan covers 108 participants in North Carolina, about 13% of the average North Carolina filer (state average ~819 per filing). Assets: $17M.

#15,777
in Healthcare & Social Assistance (20,060 peers)
-18.1%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carolinas Center for Surgery 401(k) Plan's outsized position by total assets

Carolinas Center for Surgery 401(k) Plan vs every filed plan by assets

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

$16,729,423 Top 26% higher than 74% 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

Carolinas Center for Surgery 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. Carolinas Center for Surgery 401(k) Plan sits mid-pack in the medium band (108 participants).

Plan-year Form 5500 strip

Filing strip 561120277 · Carteret Surgical Associates, P.a. Dba Carolinas Center for Surgery PY 2022 · 401(k)

Carolinas Center for Surgery 401(k) Plan · $17M · 108 · 74th

  • 5500 $17M
  • ASSETS 108
  • PCT 74th
  • EIN 401(k)
  • RANK near Gleason Research Associates, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #15777

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 →

Carolinas Center for Surgery 401(k) Plan in the asset neighbourhood

Carolinas Center for Surgery 401(k) PlanCarolinas Center for Surgery…$17MGleason Research Associates, Inc. 401(k) Profit Sharing PlanGleason Research Associates,…$17MNcap, Inc. Profit Sharing 401(k) PlanNcap, Inc. Profit Sharing 40…$17MCorevitas, LLC 401(k) Plan$17MCase Paper Co., Inc. 401(k) Profit Sharing PlanCase Paper Co., Inc. 401(k) …$17M
End-of-year total assets ($M) among Carolinas Center for Surgery 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)$20M
Net Assets (End of Year)$17M
Net Income-$4M
Employer EIN561120277
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carteret Surgical Associates, P.a. Dba Carolinas Center for Surgery)

Sponsor-wide plan assets over time

All Carteret Surgical Associates, P.a. Dba Carolinas Center for Surgery plans reported in each filing year

Latest sponsor-wide plan assets
$15M 12.904330292802088% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $16.7M $14.6M ▼ -12.9%
Year Plans Participants Total Assets
2022 1 108 $17M
2023 1 118 $20M
2024 1 122 $15M

Nearby 401(k) Plans in North Carolina

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

Carolinas Center for Surgery 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Carolinas Center for Surgery 401(k) Plan, Total assets ($B): 0.016729423 · Participants: 108Carolinas Center for Surgery 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
Carolinas Center for Surgery 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carolinas Center for Surgery 401(k) Plan side-by-side with 3 peers →

Carolinas Center for Surgery 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Gleason Research Associates, Inc. 401(k) Profit Sharing Plan in AL ($17M); by covered participants it is Holman Professional Counseling 401(k) Plan in CA (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Carolinas Center for Surgery 401(k) Plan assets move in 2022? ▼
Carolinas Center for Surgery 401(k) Plan declined sharply - down 18.1% during 2022, from $20M to $17M. Reported net income was -$4M.
How have Carteret Surgical Associates, P.a. Dba Carolinas Center for Surgery plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carteret Surgical Associates, P.a. Dba Carolinas Center for Surgery's sponsor-wide assets declined 12.9%, from $17M to $15M.
Which 401(k) plans are similar in size to Carolinas Center for Surgery 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gleason Research Associates, Inc. 401(k) Profit Sharing Plan in AL ($17M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Carolinas Center for Surgery 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holman Professional Counseling 401(k) Plan in CA (108 participants, $1M 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 561120277.

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.