401(k) · DOL Form 5500 · 2022
Charlotte Gastroenterology & Hepatology, PLLC 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 144
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $208,239
- Avg per participant Above avg balance/head
Official DOL plan name: Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan · Sponsored by Charlotte Gastroenterology & Hepatology, PLLC · North Carolina · Healthcare & Social Assistance
$30M in assets, 144 participants
Charlotte Gastroenterology & Hepatology, PLLC's Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan reported $30M in total assets and 144 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #17,149 in Healthcare & Social Assistance (20,060 peers)
Coverage in North Carolina
Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan covers 144 participants in North Carolina, about 18% of the average North Carolina filer (state average ~819 per filing). Assets: $30M.
- #17,149
- in Healthcare & Social Assistance (20,060 peers)
- -11.8%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
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.
Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan's outsized position by total assets
Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$29,986,364 Top 17% higher than 83% 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
Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan 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. Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan sits mid-pack in the medium band (144 participants).
Form 5500 schedule snapshot
Filing strip 562059693 · Charlotte Gastroenterology & Hepatology, PLLC PY 2022 · 401(k)
Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan · $30M · 144 · 83rd
- SCH $30M
- SCH 144
- SCH 83rd
- SCH 401(k)
- SCH near Maryland & Virginia Milk Producers Cooperative Association, Inc. 401(k) Retirement Plan
- SCH ind #17149
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 →
Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | -$4M |
| Employer EIN | 562059693 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charlotte Gastroenterology & Hepatology, PLLC)
Sponsor-wide plan assets over time
All Charlotte Gastroenterology & Hepatology, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 27.703238712102607% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 144 | $30M |
| 2023 | 1 | 144 | $32M |
| 2024 | 1 | 160 | $38M |
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
Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Maryland & Virginia Milk Producers Cooperative Association, Inc. 401(k) Retirement Plan in VA ($30M); by covered participants it is Club Med Sales and Management Employee Retirement Plan in FL (144 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
Similar participant headcount
Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.
- Club Med Sales and Management Employee Retirement Plan (FL) 144 · 0 off
- Cambria Solutions Inc 401(k) Profit Sharing Plan Trust (CA) 144 · 0 off
- Dfa of California 401(k) Plan (CA) 144 · 0 off
- Nextpoint Group, LLC 401(k) Plan (VA) 144 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.