401(k) · DOL Form 5500 · 2022

Carolina Neurosurgery & Spine Associates PA 401(k) Plan

Data updated 2026-08-11

$98M
Total assets
427
Participants
93rd
Percentile by assets
$228,435
Avg per participant
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Official DOL plan name: Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan · Sponsored by Carolina Neurosurgery & Spine Associates PA · North Carolina · Healthcare & Social Assistance

$98M in assets, 427 participants

Carolina Neurosurgery & Spine Associates PA's Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan reported $98M in total assets and 427 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 139,126 plans)
  • #18,784 in Healthcare & Social Assistance (20,060 peers)

Where Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan sits by assets

Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan sits in the top 10% of all filed plans by assets, $98M for 427 participants (~$228,435/participant), down 18.0% in 2022.

$98M
total plan assets (2022 EOY)
427
covered participants
93rd
percentile by assets (of 139,126 plans)
$228,435
avg assets per participant

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan sits by total assets

Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan vs every filed plan by assets

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

$97,541,911 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,010,000,000 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

Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan vs the 2022 asset distribution

By assets, Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$119M
Net Assets (End of Year)$98M
Net Income-$21M
Employer EIN560963485
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carolina Neurosurgery & Spine Associates PA)

$95M$100M$105M$110M$115M 202220232024 $97.5M $109M ▲ +12.2%
Total plan assets by year, all Carolina Neurosurgery & Spine Associates PA plans on file
Year Plans Participants Total Assets
2022 1 427 $98M
2023 1 488 $107M
2024 1 465 $109M

Nearby 401(k) Plans in North Carolina

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

Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Carolina Neurosurger…, Total assets ($B): 0.097541911 · Participants: 427Carolina Neurosurger…The Bank of America …, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America …Honeywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retireme…, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retireme…Truist Financial Cor…, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Cor…Lowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan assets move in 2022?
Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan declined sharply - down 18.0% during 2022, from $119M to $98M. Reported net income was -$21M.
How have Carolina Neurosurgery & Spine Associates PA plan assets changed over time?
Across 3 plan years on file (2022-2024), Carolina Neurosurgery & Spine Associates PA's sponsor-wide assets grew 12.2%, from $98M to $109M.
Where does Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan rank by assets among Form 5500 filers?
Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan ranks in the 93rd 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 Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan?
Among 401(k) plans in other states, the closest by assets is International Bancshares Corporation Employees Profit Sharing Plan and Trust in TX ($98M, 2,247 participants).

Next read for Carolina Neurosurgery & Spine Associates…

Scale reading

Ways to act on Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan's numbers.