401(k) · DOL Form 5500 · 2022

Physicians East PA 401(k) Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
495
Participants Below avg headcount
92nd
Percentile by assets National rank
$178,885
Avg per participant Above avg balance/head
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Official DOL plan name: Physicians East PA Profit Sharing Plan & Trust · Sponsored by Physicians East PA · North Carolina · Healthcare & Social Assistance

$89M in assets, 495 participants

Physicians East PA's Physicians East PA Profit Sharing Plan & Trust reported $89M in total assets and 495 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,690 in Healthcare & Social Assistance (20,060 peers)

Where Physicians East PA Profit Sharing Plan & Trust sits by assets

Physicians East PA Profit Sharing Plan & Trust sits in the top 10% of all filed plans by assets, $89M for 495 participants (~$178,885/participant), down 22.5% in 2022.

#18,690
in Healthcare & Social Assistance (20,060 peers)
-22.5%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Physicians East PA Profit Sharing Plan & Trust's outsized position by total assets

Physicians East PA Profit Sharing Plan & Trust vs every filed plan by assets

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

$88,548,015 Top 8% higher than 92% 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

Physicians East PA Profit Sharing Plan & Trust 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. Physicians East PA Profit Sharing Plan & Trust sits mid-pack in the medium band (495 participants).

Form 5500 schedule snapshot

Filing strip 561968491 · Physicians East PA PY 2022 · 401(k)

Physicians East PA Profit Sharing Plan & Trust · $89M · 495 · 92nd

  • PHOTO $89M
  • PHOTO 495
  • PHOTO 92nd
  • PHOTO 401(k)
  • PHOTO near Sevenson Environmental Services, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #18690

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 →

Physicians East PA Profit Sharing Plan & Trust in the asset neighbourhood

University Federal Credit Union 401(k) Profit Sharing PlanUniversity Federal Credit Un…$89MLeon Management International, LLC 401(k) PlanLeon Management Internationa…$89MPhysicians East PA Profit Sharing Plan & TrustPhysicians East PA Profit Sh…$89MSevenson Environmental Services, Inc. 401(k) Profit Sharing PlanSevenson Environmental Servi…$89MOcean Bank 401(k) Savings PlanOcean Bank 401(k) Savings Pl…$89M
End-of-year total assets ($M) among Physicians East PA Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$114M
Net Assets (End of Year)$89M
Net Income-$26M
Employer EIN561968491
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Physicians East PA)

Sponsor-wide plan assets over time

All Physicians East PA plans reported in each filing year

Latest sponsor-wide plan assets
$114M 28.78255599518521% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $88.6M $114M ▲ +28.8%
Year Plans Participants Total Assets
2022 1 495 $89M
2023 1 483 $106M
2024 1 503 $114M

Nearby 401(k) Plans in North Carolina

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

Physicians East PA Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Physicians East PA Profit Sharing Plan & Trust, Total assets ($B): 0.088548015 · Participants: 495Physicians East PA Profit Sharing Plan & TrustThe 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
Physicians East PA Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Physicians East PA Profit Sharing Plan & Trust side-by-side with 3 peers →

Physicians East PA Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Sevenson Environmental Services, Inc. 401(k) Profit Sharing Plan in NY ($89M); by covered participants it is Unitil Corporation Tax Deferred Savings and Investment Plan in NH (495 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (495 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 Physicians East PA Profit Sharing Plan & Trust assets move in 2022? ▼
Physicians East PA Profit Sharing Plan & Trust declined sharply - down 22.5% during 2022, from $114M to $89M. Reported net income was -$26M.
How have Physicians East PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Physicians East PA's sponsor-wide assets grew 28.8%, from $89M to $114M.
Where does Physicians East PA Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Physicians East PA Profit Sharing Plan & Trust ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Physicians East PA Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sevenson Environmental Services, Inc. 401(k) Profit Sharing Plan in NY ($89M, 336 participants).
Which 401(k) plans cover a similar participant headcount to Physicians East PA Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Unitil Corporation Tax Deferred Savings and Investment Plan in NH (495 participants, $120M 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 561968491.

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.