401(k) · DOL Form 5500 · 2023

Carolina Arthritis Associates, P.a. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
26
Participants Small participant base
48th
Percentile by assets National rank
$230,001
Avg per participant Above avg balance/head
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Official DOL plan name: Carolina Arthritis Associates 401(k) Profit Sharing Plan · Sponsored by Carolina Arthritis Associates, P.a. · North Carolina · Healthcare & Social Assistance

$6M in assets, 26 participants

Carolina Arthritis Associates, P.a.'s Carolina Arthritis Associates 401(k) Profit Sharing Plan reported $6M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,297 in Healthcare & Social Assistance (17,684 peers)

Carolina Arthritis Associates, P.a. multi-year trail

Carolina Arthritis Associates, P.a.'s plans moved +36.0% in assets from 2022 to 2024; this filing shows Carolina Arthritis Associates 401(k) Profit Sharing Plan at $6M / 26 participants.

#9,297
in Healthcare & Social Assistance (17,684 peers)
+23.1%
assets growth YoY

Carolina Arthritis Associates 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Carolina Arthritis Associates 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,980,031 48th percentile higher than 48% 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

Carolina Arthritis Associates 401(k) Profit Sharing 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 Arthritis Associates 401(k) Profit Sharing Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carolina Arthritis Associates 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Carolina Arthritis Associates 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 561745946 · Carolina Arthritis Associates, P.a. PY 2023 · 401(k)

Carolina Arthritis Associates 401(k) Profit Sharing Plan · $6M · 26 · 48th

  • BOOK $6M
  • BOOK 26
  • BOOK 48th
  • BOOK 401(k)
  • BOOK near Valley Unique Electric, Inc. 401(k) & Prevailing Wage Plan
  • BOOK ind #9297

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 Arthritis Associates 401(k) Profit Sharing Plan in the asset neighbourhood

Carolina Arthritis Associates 401(k) Profit Sharing PlanCarolina Arthritis Associate…$6MValley Unique Electric, Inc. 401(k) & Prevailing Wage PlanValley Unique Electric, Inc.…$6MCentral Storage & Warehouse LLC 401(k) PlanCentral Storage & Warehouse …$6MCharles River Arc 401(k) Plan$6MCertified Languages International, LLC Employees Savings TrustCertified Languages Internat…$6M
End-of-year total assets ($M) among Carolina Arthritis Associates 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carolina Arthritis Associates, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Carolina Arthritis Associates, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 35.97339246119734% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.86M $6.61M ▲ +36.0%
Year Plans Participants Total Assets
2022 1 26 $5M
2023 1 26 $6M
2024 1 29 $7M

Carolina Arthritis Associates, P.a. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN561745946
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Carolina Arthritis Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Carolina Arthritis Associates 401(k) Profit Sharing Plan, Total assets ($B): 0.005980031 · Participants: 26Carolina Arthritis Associates 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Carolina Arthritis Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carolina Arthritis Associates 401(k) Profit Sharing Plan side-by-side with 3 peers →

Carolina Arthritis Associates 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Valley Unique Electric, Inc. 401(k) & Prevailing Wage Plan in CA ($6M); by covered participants it is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Carolina Arthritis Associates 401(k) Profit Sharing Plan assets move in 2023? ▼
Carolina Arthritis Associates 401(k) Profit Sharing Plan grew sharply - up 23.1% during 2023, from $5M to $6M. Reported net income was $1M.
How have Carolina Arthritis Associates, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolina Arthritis Associates, P.a.'s sponsor-wide assets grew 36.0%, from $5M to $7M.
Which 401(k) plans are similar in size to Carolina Arthritis Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valley Unique Electric, Inc. 401(k) & Prevailing Wage Plan in CA ($6M, 82 participants).
Which 401(k) plans cover a similar participant headcount to Carolina Arthritis Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants, $13M 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 561745946.

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.