401(k) · DOL Form 5500 · 2023
Carolina Digestive Health Associates, P.a. 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 94
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $319,758
- Avg per participant High balance/head
Official DOL plan name: Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan · Sponsored by Carolina Digestive Health Associates, P.a. · North Carolina · Healthcare & Social Assistance
$30M in assets, 94 participants
Carolina Digestive Health Associates, P.a.'s Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan reported $30M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #14,564 in Healthcare & Social Assistance (17,684 peers)
Where Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan sits by assets
Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan sits in the top quartile of all filed plans by assets, $30M for 94 participants (~$319,758/participant), down 8.7% in 2023.
- #14,564
- in Healthcare & Social Assistance (17,684 peers)
- -8.7%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan's outsized position by total assets
Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$30,057,234 Top 21% higher than 79% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Carolina Digestive Health Associates, P.a. Profit Sharing & 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. Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan is a small filing (94 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
- Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan reported participants fell from 104 in the plan year 2022 filing to 94 in the plan year 2023 filing.
- Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan end-of-year assets fell from $33M in the plan year 2022 filing to $30M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 561335864 · Carolina Digestive Health Associates, P.a. PY 2023 · 401(k)
Carolina Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan · $30M · 94 · 79th
- PART $30M
- TYPE 94
- NET 79th
- BOOK 401(k)
- VS-ST near Abc of Iowa Retirement Savings Plan
- BOY ind #14564
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 Digestive Health Associates, P.a. Profit Sharing & 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | -$3M |
| Employer EIN | 561335864 |
| Plan Effective Date | 1983-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carolina Digestive Health Associates, P.a.)
Sponsor-wide plan assets over time
All Carolina Digestive Health Associates, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 8.284580261761764% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 104 | $33M |
| 2023 | 1 | 94 | $30M |
| 2024 | 1 | 122 | $30M |
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 $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Carolina Digestive Health Associates, P.a. 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 Abc of Iowa Retirement Savings Plan in IA ($30M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (94 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Abc of Iowa Retirement Savings Plan (IA) $30M · 721
- Dukane Ias, LLC Savings & Investment Plan (IL) $30M · 218
- Aws 401(k) Profit Sharing Plan (IN) $30M · 1,886
- Morris Rothenberg & Son, Inc. Profit Sharing Plan (NY) $30M · 163
Similar participant headcount
Nearest other-state filings by covered participants (94 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.