401(k) · DOL Form 5500 · 2022

Surgical Specialists of Charlo 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
110
Participants Small participant base
80th
Percentile by assets National rank
$219,154
Avg per participant Above avg balance/head
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Official DOL plan name: Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust · Sponsored by Surgical Specialists of Charlo · North Carolina · Professional & Technical Services

$24M in assets, 110 participants

Surgical Specialists of Charlo's Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust reported $24M in total assets and 110 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #17,326 in Professional & Technical Services (21,562 peers)

Coverage in North Carolina

Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust covers 110 participants in North Carolina, about 13% of the average North Carolina filer (state average ~819 per filing). Assets: $24M.

#17,326
in Professional & Technical Services (21,562 peers)
-10.2%
assets change YoY
0.2×
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.

Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$24,106,948 Top 20% higher than 80% 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

Surgical Specialists of Charlo 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. Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (110 participants).

DOL schedule card

Filing strip 561026666 · Surgical Specialists of Charlo PY 2022 · 401(k)

Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust · $24M · 110 · 80th

  • TYPE $24M
  • NET 110
  • BOOK 80th
  • VS-ST 401(k)
  • BOY near Camin Cargo Control, Inc. 401(k) Plan
  • SCH ind #17326

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Surgical Specialists of Charlo 401(k) Profit Sharing Plan & TrustSurgical Specialists of Char…$24MCamin Cargo Control, Inc. 401(k) PlanCamin Cargo Control, Inc. 40…$24MTata Chemicals (Soda Ash) Partners Salaried Employees' Savings PlanTata Chemicals (Soda Ash) Pa…$24MEwald Automotive Group Retirement PlanEwald Automotive Group Retir…$24MTrivalley Primary Care, P.C. 401(k) Profit Sharing PlanTrivalley Primary Care, P.C.…$24M
End-of-year total assets ($M) among Surgical Specialists of Charlo 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)$27M
Net Assets (End of Year)$24M
Net Income-$3M
Employer EIN561026666
Plan Effective Date1970-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Surgical Specialists of Charlo)

Sponsor-wide plan assets over time

All Surgical Specialists of Charlo plans reported in each filing year

Latest sponsor-wide plan assets
$28M 14.823514780883917% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $24.1M $27.7M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 110 $24M
2023 1 107 $28M
2024 1 96 $28M

Nearby 401(k) Plans in North Carolina

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

Surgical Specialists of Charlo 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 ($B) Participants Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.024106948 · Participants: 110Surgical Specialists of Charlo 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
Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Surgical Specialists of Charlo 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 Camin Cargo Control, Inc. 401(k) Plan in TX ($24M); by covered participants it is Mahajan Therapeutics, Llc401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 10.2% during 2022, from $27M to $24M. Reported net income was -$3M.
How have Surgical Specialists of Charlo plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surgical Specialists of Charlo's sponsor-wide assets grew 14.8%, from $24M to $28M.
Where does Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust ranks in the 80th 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 Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Camin Cargo Control, Inc. 401(k) Plan in TX ($24M, 691 participants).
Which 401(k) plans cover a similar participant headcount to Surgical Specialists of Charlo 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mahajan Therapeutics, Llc401(k) Plan in OH (110 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 561026666.

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.