401(k) · DOL Form 5500 · 2023

Charleston Pulmonary Associates PA 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
21
Participants Small participant base
57th
Percentile by assets National rank
$447,327
Avg per participant High balance/head
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Official DOL plan name: Charleston Pulmonary Associates PA 401(k) Plan · Sponsored by Charleston Pulmonary Associates PA · South Carolina · Healthcare & Social Assistance

$9M in assets, 21 participants

Charleston Pulmonary Associates PA's Charleston Pulmonary Associates PA 401(k) Plan reported $9M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,126 in Healthcare & Social Assistance (17,684 peers)

Charleston Pulmonary Associates PA multi-year trail

Charleston Pulmonary Associates PA's plans moved +59.9% in assets from 2022 to 2024; this filing shows Charleston Pulmonary Associates PA 401(k) Plan at $9M / 21 participants.

#11,126
in Healthcare & Social Assistance (17,684 peers)
+29.6%
assets growth YoY

Charleston Pulmonary Associates PA 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Charleston Pulmonary Associates PA 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,393,863 Top 43% higher than 57% of 127,068 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 2023

Charleston Pulmonary Associates PA 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charleston Pulmonary Associates PA 401(k) Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charleston Pulmonary Associates PA 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Charleston Pulmonary Associates PA 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Charleston Pulmonary Associates PA 401(k) Plan reported participants rose from 18 in the plan year 2022 filing to 21 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 570938227 · Charleston Pulmonary Associates PA PY 2023 · 401(k)

Charleston Pulmonary Associates PA 401(k) Plan · $9M · 21 · 57th

  • PART $9M
  • PART 21
  • PART 57th
  • PART 401(k)
  • PART near A. R. Arena Products, Inc. 401(k) Psp and Trust
  • PART ind #11126

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 →

Charleston Pulmonary Associates PA 401(k) Plan in the asset neighbourhood

Charleston Pulmonary Associates PA 401(k) PlanCharleston Pulmonary Associa…$9MA. R. Arena Products, Inc. 401(k) Psp and TrustA. R. Arena Products, Inc. 4…$9MTroxler Electronic Laboratories, Inc. 401(k) Profit Sharing PlanTroxler Electronic Laborator…$9MPendrell Corporation 401(k) PlanPendrell Corporation 401(k) …$9M360insights (USA) Ltd. 401(k) Plan360insights (USA) Ltd. 401(k…$9M
End-of-year total assets ($M) among Charleston Pulmonary Associates PA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Charleston Pulmonary Associates PA multi-year asset trail

Sponsor-wide plan assets over time

All Charleston Pulmonary Associates PA plans reported in each filing year

Latest sponsor-wide plan assets
$12M 59.858334290745304% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.25M $11.6M ▲ +59.9%
Year Plans Participants Total Assets
2022 1 18 $7M
2023 1 21 $9M
2024 1 23 $12M

Charleston Pulmonary Associates PA filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN570938227
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Charleston Pulmonary Associates PA 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Charleston Pulmonary Associates PA 401(k) Plan, Total assets ($B): 0.009393863 · Participants: 21Charleston Pulmonary Associates PA 401(k) PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Charleston Pulmonary Associates PA 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Charleston Pulmonary Associates PA 401(k) Plan side-by-side with 3 peers →

Charleston Pulmonary Associates PA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is A. R. Arena Products, Inc. 401(k) Psp and Trust in NY ($9M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Charleston Pulmonary Associates PA 401(k) Plan assets move in 2023? ▼
Charleston Pulmonary Associates PA 401(k) Plan grew sharply - up 29.6% during 2023, from $7M to $9M. Reported net income was $2M.
How have Charleston Pulmonary Associates PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charleston Pulmonary Associates PA's sponsor-wide assets grew 59.9%, from $7M to $12M.
Which 401(k) plans are similar in size to Charleston Pulmonary Associates PA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is A. R. Arena Products, Inc. 401(k) Psp and Trust in NY ($9M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Charleston Pulmonary Associates PA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 570938227.

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.