401(k) · DOL Form 5500 · 2022
Walton K. Joyner, Jr., M.D., P.a. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $516,961
- Avg per participant High balance/head
Official DOL plan name: Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan · Sponsored by Walton K. Joyner, Jr., M.D., P.a. · North Carolina · Healthcare & Social Assistance
$2M in assets, 4 participants
Walton K. Joyner, Jr., M.D., P.a.'s Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.
- #7,131 in Healthcare & Social Assistance (20,060 peers)
What the 2022 filing shows
Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan holds $2M for 4 participants - about $516,961 per participant, in the lower half of filed plans by assets.
- #7,131
- in Healthcare & Social Assistance (20,060 peers)
- -1.4%
- assets change YoY
The plan reported a net loss of $29K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,067,845 34th percentile higher than 34% 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
Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 562114902 · Walton K. Joyner, Jr., M.D., P.a. PY 2022 · 401(k)
Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan · $2M · 4 · 34th
- PCT $2M
- EIN 4
- RANK 34th
- PHOTO 401(k)
- IND near Dean Word Company 401(k) Employees Retirement Plan
- EOY ind #7131
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 →
Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$29K |
| Employer EIN | 562114902 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Walton K. Joyner, Jr., M.D., P.a.)
Sponsor-wide plan assets over time
All Walton K. Joyner, Jr., M.D., P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 4.726514801641322% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $2M |
| 2023 | 1 | 4 | $2M |
| 2024 | 1 | 1 | $2M |
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
Walton K. Joyner, Jr., M.D., P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Dean Word Company 401(k) Employees Retirement Plan in TX ($2M); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.