401(k) · DOL Form 5500 · 2022
Medical Review of North Carolina, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 55
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $206,539
- Avg per participant Above avg balance/head
Official DOL plan name: The Carolinas Center for Medical Excellence 401(k) Plan · Sponsored by Medical Review of North Carolina, Inc. · North Carolina · Other Services
$11M in assets, 55 participants
Medical Review of North Carolina, Inc.'s The Carolinas Center for Medical Excellence 401(k) Plan reported $11M in total assets and 55 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.
- #6,819 in Other Services (8,398 peers)
Medical Review of North Carolina, Inc. multi-year trail
Medical Review of North Carolina, Inc.'s plans moved +35.4% in assets from 2022 to 2024; this filing shows The Carolinas Center for Medical Excellence 401(k) Plan at $11M / 55 participants.
- #6,819
- in Other Services (8,398 peers)
- -24.7%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Carolinas Center for Medical Excellence 401(k) Plan's outsized position by total assets
The Carolinas Center for Medical Excellence 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,359,633 Top 33% higher than 67% 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
The Carolinas Center for Medical Excellence 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Carolinas Center for Medical Excellence 401(k) Plan is a small filing (55 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 581567854 · Medical Review of North Carolina, Inc. PY 2022 · 401(k)
The Carolinas Center for Medical Excellence 401(k) Plan · $11M · 55 · 67th
- EIN $11M
- RANK 55
- PHOTO 67th
- IND 401(k)
- EOY near San Francisco Opera 403(b) Plan
- 5500 ind #6819
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 Other Services retirement plans → · Plans in North Carolina →
The Carolinas Center for Medical Excellence 401(k) Plan in the asset neighbourhood
Medical Review of North Carolina, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Medical Review of North Carolina, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 35.365086178400304% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 55 | $11M |
| 2023 | 1 | 65 | $13M |
| 2024 | 1 | 70 | $15M |
Medical Review of North Carolina, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$4M |
| Employer EIN | 581567854 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
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
The Carolinas Center for Medical Excellence 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is San Francisco Opera 403(b) Plan in CA ($11M); by covered participants it is Revinate Retirement Trust in CA (55 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- San Francisco Opera 403(b) Plan (CA) $11M · 656
- Home Run Auto Group 401(k) Plan (WI) $11M · 147
- Paris Cleaners, Inc. 401(k) Plan (PA) $11M · 110
- Hebeler Holdings 401(k) Plan (NY) $11M · 96
Similar participant headcount
Nearest other-state filings by covered participants (55 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.