401(k) · DOL Form 5500 · 2022
Carolina Orthopaedic and Neurosurgical Associates, P.a. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 173
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $84,355
- Avg per participant Below avg balance/head
Official DOL plan name: Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust · Sponsored by Carolina Orthopaedic and Neurosurgical Associates, P.a. · South Carolina · Healthcare & Social Assistance
$15M in assets, 173 participants
Carolina Orthopaedic and Neurosurgical Associates, P.a.'s Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust reported $15M in total assets and 173 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #15,356 in Healthcare & Social Assistance (20,060 peers)
Coverage in South Carolina
Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust covers 173 participants in South Carolina, about 47% of the average South Carolina filer (state average ~369 per filing). Assets: $15M.
- #15,356
- in Healthcare & Social Assistance (20,060 peers)
- -10.1%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,593,473 Top 28% higher than 72% 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 Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust 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 Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (173 participants).
DOL schedule card
Filing strip 570510670 · Carolina Orthopaedic and Neurosurgical Associates, P.a. PY 2022 · 401(k)
Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust · $15M · 173 · 72nd
- PCT $15M
- PCT 173
- PCT 72nd
- PCT 401(k)
- PCT near Profit Sharing Plan for Employees of the Cary Company
- PCT ind #15356
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 South Carolina →
Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$2M |
| Employer EIN | 570510670 |
| Plan Effective Date | 1968-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carolina Orthopaedic and Neurosurgical Associates, P.a.)
Sponsor-wide plan assets over time
All Carolina Orthopaedic and Neurosurgical Associates, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 18.075615036941514% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 173 | $15M |
| 2023 | 1 | 193 | $17M |
| 2024 | 1 | 150 | $17M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $3.6B · 13,708
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.2B · 7,829
- Sonoco Retirement & Savings Plan $1.2B · 9,714
- The Milliken Retirement Plan $1.2B · 6,185
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.1B · 11,881
Carolina Orthopeadic & Neurosurgical Associates, P.a. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Profit Sharing Plan for Employees of the Cary Company in IL ($15M); by covered participants it is Tata Elxsi 401(k) Plan in CA (173 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (173 participants); asset peers above are excluded.
- Tata Elxsi 401(k) Plan (CA) 173 · 0 off
- The Spancrete Group, Inc. Profit Sharing 401(k) Plan (WI) 173 · 0 off
- Creekside Farms, Inc. 401(k) Plan (CA) 173 · 0 off
- Complete Payroll Solutions 401(k) Plan (MA) 173 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.