401(k) · DOL Form 5500 · 2022

Southeastern Orthopaedic Specialists, P.a. 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
184
Participants Below avg headcount
88th
Percentile by assets National rank
$277,562
Avg per participant High balance/head
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Official DOL plan name: Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan · Sponsored by Southeastern Orthopaedic Specialists, P.a. · North Carolina · Healthcare & Social Assistance

$51M in assets, 184 participants

Southeastern Orthopaedic Specialists, P.a.'s Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan reported $51M in total assets and 184 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,056 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Carolina

Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan covers 184 participants in North Carolina, about 22% of the average North Carolina filer (state average ~819 per filing). Assets: $51M.

#18,056
in Healthcare & Social Assistance (20,060 peers)
-23.0%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan's outsized position by total assets

Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan vs every filed plan by assets

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

$51,071,464 Top 12% higher than 88% 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

Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing 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. Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan sits mid-pack in the medium band (184 participants).

Form 5500 schedule snapshot

Filing strip 562036047 · Southeastern Orthopaedic Specialists, P.a. PY 2022 · 401(k)

Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan · $51M · 184 · 88th

  • VS-ST $51M
  • BOY 184
  • SCH 88th
  • EBSA 401(k)
  • PART near Mkec Engineering, Inc. 401(k) Plan
  • TYPE ind #18056

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 →

Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan in the asset neighbourhood

American Forest & Paper Association, Inc. Savings PlanAmerican Forest & Paper Asso…$51MSoutheastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing PlanSoutheastern Orthopaedic Spe…$51MMkec Engineering, Inc. 401(k) PlanMkec Engineering, Inc. 401(k…$51MArizona Center for Hematology and Oncology, P.L.C. Profit Sharing PlanArizona Center for Hematolog…$51MPearce Industries, Inc. 401(k) Retirement and Savings PlanPearce Industries, Inc. 401(…$51M
End-of-year total assets ($M) among Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$51M
Net Income-$15M
Employer EIN562036047
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southeastern Orthopaedic Specialists, P.a.)

Sponsor-wide plan assets over time

All Southeastern Orthopaedic Specialists, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$69M 35.8837197226224% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $51.1M $69.4M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 184 $51M
2023 1 184 $62M
2024 1 183 $69M

Nearby 401(k) Plans in North Carolina

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

Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan, Total assets ($B): 0.051071464 · Participants: 184Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing 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
Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan side-by-side with 3 peers →

Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Mkec Engineering, Inc. 401(k) Plan in KS ($51M); by covered participants it is Two Labs Marketing LLC 401(k) Profit Sharing Plan in OH (184 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (184 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 Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan assets move in 2022? ▼
Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan declined sharply - down 23.0% during 2022, from $66M to $51M. Reported net income was -$15M.
How have Southeastern Orthopaedic Specialists, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southeastern Orthopaedic Specialists, P.a.'s sponsor-wide assets grew 35.9%, from $51M to $69M.
Where does Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan ranks in the 88th 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 Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mkec Engineering, Inc. 401(k) Plan in KS ($51M, 187 participants).
Which 401(k) plans cover a similar participant headcount to Southeastern Orthopaedic Specialists, P.a. Employees 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Two Labs Marketing LLC 401(k) Profit Sharing Plan in OH (184 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 562036047.

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.