401(k) · DOL Form 5500 · 2022

Medi USA, LP 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
254
Participants Below avg headcount
76th
Percentile by assets National rank
$73,939
Avg per participant Below avg balance/head
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Official DOL plan name: Medi USA, L.P. Profit Sharing 401(k) Plan · Sponsored by Medi USA, LP · North Carolina · Wholesale Trade

$19M in assets, 254 participants

Medi USA, LP's Medi USA, L.P. Profit Sharing 401(k) Plan reported $19M in total assets and 254 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,023 in Wholesale Trade (6,843 peers)

Coverage in North Carolina

Medi USA, L.P. Profit Sharing 401(k) Plan covers 254 participants in North Carolina, about 31% of the average North Carolina filer (state average ~819 per filing). Assets: $19M.

#5,023
in Wholesale Trade (6,843 peers)
-16.0%
assets change YoY
0.2×
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.

Medi USA, L.P. Profit Sharing 401(k) Plan's outsized position by total assets

Medi USA, L.P. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$18,780,424 Top 24% higher than 76% 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

Medi USA, L.P. Profit Sharing 401(k) 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. Medi USA, L.P. Profit Sharing 401(k) Plan sits mid-pack in the medium band (254 participants).

Published 5500 schedule card

Filing strip 363615477 · Medi USA, LP PY 2022 · 401(k)

Medi USA, L.P. Profit Sharing 401(k) Plan · $19M · 254 · 76th

  • PART $19M
  • TYPE 254
  • NET 76th
  • BOOK 401(k)
  • VS-ST near Alliance Health, Inc. Retirement Plan
  • BOY ind #5023

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Medi USA, L.P. Profit Sharing 401(k) Plan in the asset neighbourhood

Medi USA, L.P. Profit Sharing 401(k) PlanMedi USA, L.P. Profit Sharin…$19MAlliance Health, Inc. Retirement PlanAlliance Health, Inc. Retire…$19MCorestates, Inc. Retirement Savings PlanCorestates, Inc. Retirement …$19MThe Price Companies, Inc. 401(k) PlanThe Price Companies, Inc. 40…$19MTishcon Corp. 401(k) Plan$19M
End-of-year total assets ($M) among Medi USA, L.P. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$19M
Net Income-$4M
Employer EIN363615477
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Medi USA, LP)

Sponsor-wide plan assets over time

All Medi USA, LP plans reported in each filing year

Latest sponsor-wide plan assets
$23M 23.218815507040734% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.8M $23.1M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 254 $19M
2023 1 284 $22M
2024 1 287 $23M

Nearby 401(k) Plans in North Carolina

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

Medi USA, L.P. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Medi USA, L.P. Profit Sharing 401(k) Plan, Total assets ($B): 0.018780424 · Participants: 254Medi USA, L.P. Profit Sharing 401(k) PlanThe 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
Medi USA, L.P. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Medi USA, L.P. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Medi USA, L.P. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Alliance Health, Inc. Retirement Plan in MA ($19M); by covered participants it is Phoenix Processor Retirement Savings Plan in WA (254 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (254 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 Medi USA, L.P. Profit Sharing 401(k) Plan assets move in 2022? ▼
Medi USA, L.P. Profit Sharing 401(k) Plan declined sharply - down 16.0% during 2022, from $22M to $19M. Reported net income was -$4M.
How have Medi USA, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Medi USA, LP's sponsor-wide assets grew 23.2%, from $19M to $23M.
Where does Medi USA, L.P. Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Medi USA, L.P. Profit Sharing 401(k) Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Medi USA, L.P. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alliance Health, Inc. Retirement Plan in MA ($19M, 713 participants).
Which 401(k) plans cover a similar participant headcount to Medi USA, L.P. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Phoenix Processor Retirement Savings Plan in WA (254 participants, $8M 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 363615477.

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.