401(k) · DOL Form 5500 · 2022
Emergeortho PA 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- N/A
- Participants Small participant base
- 86th
- Percentile by assets National rank
Official DOL plan name: Emergeortho PA Retirement Plan 2 · Sponsored by Emergeortho PA · North Carolina · Healthcare & Social Assistance
$39M in assets, N/A participants
Emergeortho PA's Emergeortho PA Retirement Plan 2 reported $39M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- #17,647 in Healthcare & Social Assistance (20,060 peers)
Where Emergeortho PA Retirement Plan 2 sits by assets
Emergeortho PA Retirement Plan 2 sits in the top quartile of all filed plans by assets, $39M for N/A participants.
- #17,647
- in Healthcare & Social Assistance (20,060 peers)
- -$7M
- reported net income
- 0.4×
- 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.
Emergeortho PA Retirement Plan 2's outsized position by total assets
Emergeortho PA Retirement Plan 2 vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$39,098,947 Top 14% higher than 86% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Plan-year Form 5500 strip
Filing strip 561079264 · Emergeortho PA PY 2022 · 401(k)
Emergeortho PA Retirement Plan 2 · $39M · N/A · 86th
- 5500 $39M
- ASSETS N/A
- PCT 86th
- EIN 401(k)
- RANK near Barrett Mcnagny LLP Profit Sharing Plan & Trust
- PHOTO ind #17647
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 →
Emergeortho PA Retirement Plan 2 in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | -$7M |
| Employer EIN | 561079264 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Emergeortho PA)
Sponsor-wide plan assets over time
All Emergeortho PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $275M 45.872491866888495% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,835 | $188M |
| 2023 | 2 | 2,053 | $232M |
| 2024 | 2 | 2,176 | $275M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Emergeortho PA Retirement Plan 2's closest out-of-state 401(k) peers by assets
Outside North Carolina, the nearest 401(k) by end-of-year assets is Barrett Mcnagny LLP Profit Sharing Plan & Trust in IN at $39M (this filing: $39M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.