401(k) · DOL Form 5500 · 2022

Emergeortho PA 401(k) Plan

Data updated 2026-08-11

$39M
Total assets
N/A
Participants
86th
Percentile by assets
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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.

  • 86th percentile by assets (of 139,126 plans)
  • #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.

$39M
total plan assets (2022 EOY)
N/A
covered participants
86th
percentile by assets (of 139,126 plans)
-$7M
reported net income

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.

Where Emergeortho PA Retirement Plan 2 sits 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

This plan $0 $2,010,000,000 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

Emergeortho PA Retirement Plan 2 vs the 2022 asset distribution

By assets, Emergeortho PA Retirement Plan 2 outranks 86% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$39M
Net Income-$7M
Employer EIN561079264
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emergeortho PA)

$150M$200M$250M$300M 202220232024 $188M $275M ▲ +45.9%
Total plan assets by year, all Emergeortho PA plans on file
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.

Emergeortho PA Retirement Plan 2 vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Emergeortho PA Retir…, Total assets ($B): 0.039098947 · Participants: 0Emergeortho PA Retir…The Bank of America …, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America …Honeywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retireme…, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retireme…Truist Financial Cor…, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Cor…Lowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Emergeortho PA Retirement Plan 2 vs. nearby 401(k) plans in North Carolina, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Emergeortho PA Retirement Plan 2 by total assets, not by location.

Frequently Asked Questions

How have Emergeortho PA plan assets changed over time?
Across 3 plan years on file (2022-2024), Emergeortho PA's sponsor-wide assets grew 45.9%, from $188M to $275M.
Where does Emergeortho PA Retirement Plan 2 rank by assets among Form 5500 filers?
Emergeortho PA Retirement Plan 2 ranks in the 86th 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 Emergeortho PA Retirement Plan 2?
Among 401(k) plans in other states, the closest by assets is Barrett Mcnagny LLP Profit Sharing Plan & Trust in IN ($39M, 76 participants).

Scale reading

Ways to act on Emergeortho PA Retirement Plan 2's numbers.