401(k) · DOL Form 5500 · 2022

Pinehurst Surgical Clinic, P.a. 401(k) Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
450
Participants Below avg headcount
91st
Percentile by assets National rank
$158,762
Avg per participant Above avg balance/head
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Official DOL plan name: Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan · Sponsored by Pinehurst Surgical Clinic, P.a. · North Carolina · Healthcare & Social Assistance

$71M in assets, 450 participants

Pinehurst Surgical Clinic, P.a.'s Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan reported $71M in total assets and 450 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,466 in Healthcare & Social Assistance (20,060 peers)

Where Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan sits by assets

Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan sits in the top 10% of all filed plans by assets, $71M for 450 participants (~$158,762/participant), down 15.3% in 2022.

#18,466
in Healthcare & Social Assistance (20,060 peers)
-15.3%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan's outsized position by total assets

Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan vs every filed plan by assets

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

$71,442,920 Top 9% higher than 91% 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

Pinehurst Surgical Clinic, P. a. Retirement and Savings 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. Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan sits mid-pack in the medium band (450 participants).

Published 5500 schedule card

Filing strip 560942061 · Pinehurst Surgical Clinic, P.a. PY 2022 · 401(k)

Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan · $71M · 450 · 91st

  • TYPE $71M
  • TYPE 450
  • TYPE 91st
  • TYPE 401(k)
  • TYPE near Sloan Valve Company Savings and Investment Plan
  • TYPE ind #18466

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 →

Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan in the asset neighbourhood

Uncommon Schools, Inc. 403(b) PlanUncommon Schools, Inc. 403(b…$71MBartlit Beck LLP 401(k) Plan and TrustBartlit Beck LLP 401(k) Plan…$71MPinehurst Surgical Clinic, P. a. Retirement and Savings PlanPinehurst Surgical Clinic, P…$71MSloan Valve Company Savings and Investment PlanSloan Valve Company Savings …$71MEmpire Merchants, LLC 401(k) Plan for Union MembersEmpire Merchants, LLC 401(k)…$71M
End-of-year total assets ($M) among Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$71M
Net Income-$13M
Employer EIN560942061
Plan Effective Date1970-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pinehurst Surgical Clinic, P.a.)

Sponsor-wide plan assets over time

All Pinehurst Surgical Clinic, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$95M 33.4379599825987% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $71.4M $95.3M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 450 $71M
2023 1 494 $88M
2024 1 529 $95M

Nearby 401(k) Plans in North Carolina

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

Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan, Total assets ($B): 0.07144292 · Participants: 450Pinehurst Surgical Clinic, P. a. Retirement and Savings 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
Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan side-by-side with 3 peers →

Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Sloan Valve Company Savings and Investment Plan in IL ($71M); by covered participants it is Intellia Tx, Inc. 401(k) Plan in MA (450 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (450 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 Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan assets move in 2022? ▼
Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan declined sharply - down 15.3% during 2022, from $84M to $71M. Reported net income was -$13M.
How have Pinehurst Surgical Clinic, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pinehurst Surgical Clinic, P.a.'s sponsor-wide assets grew 33.4%, from $71M to $95M.
Where does Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sloan Valve Company Savings and Investment Plan in IL ($71M, 733 participants).
Which 401(k) plans cover a similar participant headcount to Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Intellia Tx, Inc. 401(k) Plan in MA (450 participants, $31M 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 560942061.

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.