401(k) · DOL Form 5500 · 2023

Orthocarolina, P.a. 401(k) Plan

Data updated 2026-08-25

$330M
Total assets Above avg plan size
1,611
Participants Near avg headcount
96th
Percentile by assets National rank
$205,077
Avg per participant Above avg balance/head
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Official DOL plan name: Orthocarolina 401(k)and Profit Sharing Plan · Sponsored by Orthocarolina, P.a. · North Carolina · Healthcare & Social Assistance

$330M in assets, 1,611 participants

Orthocarolina, P.a.'s Orthocarolina 401(k)and Profit Sharing Plan reported $330M in total assets and 1,611 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #17,101 in Healthcare & Social Assistance (17,684 peers)

Where Orthocarolina 401(k)and Profit Sharing Plan sits by assets

Orthocarolina 401(k)and Profit Sharing Plan sits in the top 5% of all filed plans by assets, $330M for 1,611 participants (~$205,077/participant), up 17.4% in 2023.

#17,101
in Healthcare & Social Assistance (17,684 peers)
+17.4%
assets growth YoY
3.3×
vs typical plan assets (national mean)

Orthocarolina 401(k)and Profit Sharing Plan's outsized position by total assets

Orthocarolina 401(k)and Profit Sharing Plan vs every filed plan by assets

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

$330,378,821 Top 4% higher than 96% 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 401(k)and Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthocarolina 401(k)and Profit Sharing Plan lands in the large band (1,611 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthocarolina 401(k)and Profit Sharing Plan reported net income rose from -$62M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Orthocarolina 401(k)and Profit Sharing Plan end-of-year assets rose from $281M in the plan year 2022 filing to $330M in the plan year 2023 filing.
  • Orthocarolina 401(k)and Profit Sharing Plan reported participants rose from 1,541 in the plan year 2022 filing to 1,611 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 561093722 · Orthocarolina, P.a. PY 2023 · 401(k)

Orthocarolina 401(k)and Profit Sharing Plan · $330M · 1,611 · 96th

  • PHOTO $330M
  • PHOTO 1,611
  • PHOTO 96th
  • PHOTO 401(k)
  • PHOTO near Accession Risk Management Group 401(k)Plan
  • PHOTO ind #17101

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 401(k)and Profit Sharing Plan in the asset neighbourhood

Cgg 401(k) Retirement Plan$331MNew Jersey Resources Corporation Employees' Retirement Savings PlanNew Jersey Resources Corpora…$331MOrthocarolina 401(k)and Profit Sharing PlanOrthocarolina 401(k)and Prof…$330MAccession Risk Management Group 401(k)PlanAccession Risk Management Gr…$330MMetropolitan Anesthesia Network Profit Sharing PlanMetropolitan Anesthesia Netw…$330M
End-of-year total assets ($M) among Orthocarolina 401(k)and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$281M
Net Assets (End of Year)$330M
Net Income$49M
Employer EIN561093722
Plan Effective Date1971-12-01
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 401(k) Plans in North Carolina

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

Orthocarolina 401(k)and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Orthocarolina 401(k)and Profit Sharing Plan, Total assets ($B): 0.330378821 · Participants: 1611Orthocarolina 401(k)and 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
Orthocarolina 401(k)and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Orthocarolina 401(k)and Profit Sharing Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Accession Risk Management Group 401(k)Plan in MA ($330M); by covered participants it is Blue Cross and Blue Shield of Kansas City 401(k) Plan in MO (1,611 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,611 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 401(k)and Profit Sharing Plan assets move in 2023? ▼
Orthocarolina 401(k)and Profit Sharing Plan grew sharply - up 17.4% during 2023, from $281M to $330M. Reported net income was $49M.
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 401(k)and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Orthocarolina 401(k)and Profit Sharing Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Orthocarolina 401(k)and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Accession Risk Management Group 401(k)Plan in MA ($330M, 2,308 participants).
Which 401(k) plans cover a similar participant headcount to Orthocarolina 401(k)and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Cross and Blue Shield of Kansas City 401(k) Plan in MO (1,611 participants, $251M 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.