401(k) · DOL Form 5500 · 2022
Emergeortho PA 401(k) Plan
Data updated 2026-08-25
- $149M
- Total assets Near avg plan size
- 1,835
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $81,339
- Avg per participant Below avg balance/head
Official DOL plan name: Emergeortho PA Retirement Plan · Sponsored by Emergeortho PA · North Carolina · Healthcare & Social Assistance
$149M in assets, 1,835 participants
Emergeortho PA's Emergeortho PA Retirement Plan reported $149M in total assets and 1,835 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #19,114 in Healthcare & Social Assistance (20,060 peers)
Coverage in North Carolina
Emergeortho PA Retirement Plan covers 1,835 participants in North Carolina, 2.2x the typical North Carolina plan (state average ~819 per filing). Assets: $149M.
- #19,114
- in Healthcare & Social Assistance (20,060 peers)
- -32.8%
- assets change YoY
- 1.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Emergeortho PA Retirement Plan's outsized position by total assets
Emergeortho PA Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$149,257,932 Top 5% higher than 95% 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
Emergeortho PA Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Emergeortho PA Retirement Plan lands in the large band (1,835 participants).
DOL schedule card
Filing strip 561079264 · Emergeortho PA PY 2022 · 401(k)
Emergeortho PA Retirement Plan · $149M · 1,835 · 95th
- SCH $149M
- EBSA 1,835
- PART 95th
- TYPE 401(k)
- NET near Sutter Health 401(k) Savings Plan
- BOOK ind #19114
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 in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $222M |
|---|---|
| Net Assets (End of Year) | $149M |
| Net Income | -$27M |
| Employer EIN | 561079264 |
| Plan Effective Date | 1975-09-01 |
| 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's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Sutter Health 401(k) Savings Plan in CA ($149M); by covered participants it is Ki 401(k) Savings Plan in WI (1,834 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($149M here).
- Sutter Health 401(k) Savings Plan (CA) $149M · 3,133
- Atlantic Automotive Corp. 401(k) Plan (MD) $149M · 2,931
- Advanced Radiology Services, P. C. 401(k) Profit-Sharing Plan (MI) $149M · 331
- Central Employees' Savings and Profit Participation Plan (OH) $149M · 613
Similar participant headcount
Nearest other-state filings by covered participants (1,835 participants); asset peers above are excluded.
- Ki 401(k) Savings Plan (WI) 1,834 · 1 off
- Bill Miller Bar-B-Q Enterprises, Ltd. 401(k) Profit Sharing Plan (TX) 1,834 · 1 off
- High Company LLC Retirement Savings Plan (PA) 1,836 · 1 off
- Hovnanian Savings and Investment Retirement Plan (NJ) 1,836 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.