401(k) · DOL Form 5500 · 2022
Carolina Neurosurgery & Spine Associates PA 401(k) Plan
Data updated 2026-08-25
- $98M
- Total assets Below avg plan size
- 427
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $228,435
- Avg per participant Above avg balance/head
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.
- #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.
- #18,784
- in Healthcare & Social Assistance (20,060 peers)
- -18.0%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
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.
Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan's outsized position 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
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 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. Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan sits mid-pack in the medium band (427 participants).
Published 5500 schedule card
Filing strip 560963485 · Carolina Neurosurgery & Spine Associates PA PY 2022 · 401(k)
Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan · $98M · 427 · 93rd
- PART $98M
- PART 427
- PART 93rd
- PART 401(k)
- PART near International Bancshares Corporation Employees Profit Sharing Plan and Trust
- PART ind #18784
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 →
Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $119M |
|---|---|
| Net Assets (End of Year) | $98M |
| Net Income | -$21M |
| Employer EIN | 560963485 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carolina Neurosurgery & Spine Associates PA)
Sponsor-wide plan assets over time
All Carolina Neurosurgery & Spine Associates PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $109M 12.163748770515681% vs 2022
- 2024 filing year
| 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.
- 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
Carolina Neurosurgery & Spine Associates, PA Employees Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is International Bancshares Corporation Employees Profit Sharing Plan and Trust in TX ($98M); by covered participants it is Pioneer College Caterers, Inc. Profit Sharing Plan in TN (427 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($98M here).
Similar participant headcount
Nearest other-state filings by covered participants (427 participants); asset peers above are excluded.
- Pioneer College Caterers, Inc. Profit Sharing Plan (TN) 427 · 0 off
- John Boos & Co. 401(k) Plan (IL) 427 · 0 off
- Paul Reed Smith Guitars, LP 401(k) Profit Sharing Plan (MD) 427 · 0 off
- Kaneka 401(k) Plan (TX) 427 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.