401(k) · DOL Form 5500 · 2023

Kinetic Physical Therapy and Wellness, Inc 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
189
Participants Below avg headcount
42nd
Percentile by assets National rank
$23,582
Avg per participant Low balance/head
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Official DOL plan name: Kinetic Physical Therapy and Wellness 401(k) Plan · Sponsored by Kinetic Physical Therapy and Wellness, Inc · North Carolina · Healthcare & Social Assistance

$4M in assets, 189 participants

Kinetic Physical Therapy and Wellness, Inc's Kinetic Physical Therapy and Wellness 401(k) Plan reported $4M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,060 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Kinetic Physical Therapy and Wellness 401(k) Plan covers 189 participants in North Carolina, about 23% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.

#8,060
in Healthcare & Social Assistance (17,684 peers)
+36.7%
assets growth YoY

Kinetic Physical Therapy and Wellness 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Kinetic Physical Therapy and Wellness 401(k) Plan vs every filed plan by assets

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

$4,456,921 42nd percentile higher than 42% 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

Kinetic Physical Therapy and Wellness 401(k) 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. Kinetic Physical Therapy and Wellness 401(k) Plan sits mid-pack in the medium band (189 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kinetic Physical Therapy and Wellness 401(k) Plan reported net income rose from $213K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Kinetic Physical Therapy and Wellness 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Kinetic Physical Therapy and Wellness 401(k) Plan reported participants rose from 142 in the plan year 2022 filing to 189 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 272760356 · Kinetic Physical Therapy and Wellness, Inc PY 2023 · 401(k)

Kinetic Physical Therapy and Wellness 401(k) Plan · $4M · 189 · 42nd

  • EOY $4M
  • EOY 189
  • EOY 42nd
  • EOY 401(k)
  • EOY near Norlee Group 401(k) Plan
  • EOY ind #8060

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 →

Kinetic Physical Therapy and Wellness 401(k) Plan in the asset neighbourhood

Kinetic Physical Therapy and Wellness 401(k) PlanKinetic Physical Therapy and…$4MNorlee Group 401(k) Plan$4MGramoll Construction Company 401(k) PlanGramoll Construction Company…$4MOnyx Renewable Partners L.P. 401(k) PlanOnyx Renewable Partners L.P.…$4MZvi Alpern, M.D. Salary Deferral and Profit Sharing PlanZvi Alpern, M.D. Salary Defe…$4M
End-of-year total assets ($M) among Kinetic Physical Therapy and Wellness 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN272760356
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kinetic Physical Therapy and Wellness, Inc)

Sponsor-wide plan assets over time

All Kinetic Physical Therapy and Wellness, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 89.52896252240889% vs 2022
2024 filing year
$2M$3M$4M$5M$6M$7M 202220232024 $3.26M $6.18M ▲ +89.6%
Year Plans Participants Total Assets
2022 1 142 $3M
2023 1 189 $4M
2024 1 158 $6M

Nearby 401(k) Plans in North Carolina

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

Kinetic Physical Therapy and Wellness 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Kinetic Physical Therapy and Wellness 401(k) Plan, Total assets ($B): 0.004456921 · Participants: 189Kinetic Physical Therapy and Wellness 401(k) 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
Kinetic Physical Therapy and Wellness 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Kinetic Physical Therapy and Wellness 401(k) Plan side-by-side with 3 peers →

Kinetic Physical Therapy and Wellness 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Norlee Group 401(k) Plan in FL ($4M); by covered participants it is Physician's Medical Center, LLC 401(k) Plan in TX (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 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 Kinetic Physical Therapy and Wellness 401(k) Plan assets move in 2023? ▼
Kinetic Physical Therapy and Wellness 401(k) Plan surged - up 36.7% during 2023, from $3M to $4M. Reported net income was $1M.
How have Kinetic Physical Therapy and Wellness, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kinetic Physical Therapy and Wellness, Inc's sponsor-wide assets grew 89.5%, from $3M to $6M.
Which 401(k) plans are similar in size to Kinetic Physical Therapy and Wellness 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Norlee Group 401(k) Plan in FL ($4M, 202 participants).
Which 401(k) plans cover a similar participant headcount to Kinetic Physical Therapy and Wellness 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Physician's Medical Center, LLC 401(k) Plan in TX (189 participants, N/A 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 272760356.

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.