Defined Benefit (Pension) · DOL Form 5500 · 2023

Orthocarolina, P.a. Pension Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
124
Participants Small participant base
80th
Percentile by assets National rank
$251,747
Avg per participant Above avg balance/head
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Official DOL plan name: Orthocarolina Cash Balance Pension Plan · Sponsored by Orthocarolina, P.a. · North Carolina · Healthcare & Social Assistance

$31M in assets, 124 participants

Orthocarolina, P.a.'s Orthocarolina Cash Balance Pension Plan reported $31M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,637 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Orthocarolina Cash Balance Pension Plan covers 124 participants in North Carolina, about 15% of the average North Carolina filer (state average ~819 per filing). Assets: $31M.

#14,637
in Healthcare & Social Assistance (17,684 peers)
+12.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Orthocarolina Cash Balance Pension Plan's outsized position by total assets

Orthocarolina Cash Balance Pension Plan vs every filed plan by assets

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

$31,216,611 Top 20% higher than 80% 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

Orthocarolina Cash Balance Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthocarolina Cash Balance Pension Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthocarolina Cash Balance Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Orthocarolina Cash Balance Pension Plan end-of-year assets rose from $28M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Orthocarolina Cash Balance Pension Plan reported participants fell from 129 in the plan year 2022 filing to 124 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 561093722 · Orthocarolina, P.a. PY 2023 · Defined Benefit (Pension)

Orthocarolina Cash Balance Pension Plan · $31M · 124 · 80th

  • PCT $31M
  • PCT 124
  • PCT 80th
  • PCT Defined Benefit (Pension)
  • PCT near Asbury Carbons, Inc. Pension Plan
  • PCT ind #14637

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 →

Orthocarolina Cash Balance Pension Plan in the asset neighbourhood

Amplify Credit Union Defined Benefit PlanAmplify Credit Union Defined…$31MOrthocarolina Cash Balance Pension PlanOrthocarolina Cash Balance P…$31MAsbury Carbons, Inc. Pension PlanAsbury Carbons, Inc. Pension…$31MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$31MAshland Community Hospital Retirement PlanAshland Community Hospital R…$31M
End-of-year total assets ($M) among Orthocarolina Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$31M
Net Income$4M
Employer EIN561093722
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthocarolina, P.a.)

Sponsor-wide plan assets over time

All Orthocarolina, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$398M 28.772815326267846% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $309M $398M ▲ +28.8%
Year Plans Participants Total Assets
2022 2 1,670 $309M
2023 2 1,735 $362M
2024 2 1,821 $398M

Nearby Defined Benefit (Pension) Plans in North Carolina

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Orthocarolina Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -505101520 Total assets ($B) Participants Orthocarolina Cash Balance Pension Plan, Total assets ($B): 0.031216611 · Participants: 124Orthocarolina Cash Balance Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 16.613752395 · Participants: 11145Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 14.582387965 · Participants: 45818Truist Financial Corporation Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 4.0264 · Participants: 14485Duke Energy Retirement Cash Balance PlanDuke Energy Legacy Pension Plan, Total assets ($B): 3.3721 · Participants: 371Duke Energy Legacy Pension PlanEmployees' Retirement Plan of Duke University, Total assets ($B): 2.616859519 · Participants: 21020Employees' Retirement Plan of Duke University
Orthocarolina Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Orthocarolina Cash Balance Pension Plan side-by-side with 3 peers →

Orthocarolina Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Asbury Carbons, Inc. Pension Plan in DE ($31M); by covered participants it is Nationwide Uniform Corporation Retirement Plan in KY (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Orthocarolina Cash Balance Pension Plan assets move in 2023? ▼
Orthocarolina Cash Balance Pension Plan grew at a solid clip - up 12.8% during 2023, from $28M to $31M. Reported net income was $4M.
How have Orthocarolina, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthocarolina, P.a.'s sponsor-wide assets grew 28.8%, from $309M to $398M.
Where does Orthocarolina Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Orthocarolina Cash Balance Pension Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Orthocarolina Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Asbury Carbons, Inc. Pension Plan in DE ($31M, 175 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Orthocarolina Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Nationwide Uniform Corporation Retirement Plan in KY (124 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 561093722.

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.