401(k) · DOL Form 5500 · 2023

Orthocarolina, P.a. 401(k) Plan

Data updated 2026-08-11

$330M
Total assets: 1,611
Participants: 96th
Percentile by assets: $205,077
Avg per participant

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.

96th percentile by assets (of 127,072 plans)
#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.

$330M
total plan assets (2023 EOY): 1,611
covered participants: 96th
percentile by assets (of 127,072 plans): $205,077
avg assets per participant

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 →

State

North Carolina

Industry

Healthcare & Social Assistance

Orthocarolina 401(k)and Profit Sharing Plan vs the 2023 asset distribution

By assets, Orthocarolina 401(k)and Profit Sharing Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$281M
Net Assets (End of Year)	$330M
Net Income	$49M
Employer EIN	561093722
Plan Effective Date	1971-12-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Orthocarolina, P.a.)

Total plan assets by year, all Orthocarolina, P.a. plans on file

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

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

Compare Orthocarolina 401(k)and Profit Sharing P… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Orthocarolina 401(k)and Profit Sharing Plan by total assets, not by location.

Accession Risk Management Group 401(k)Plan (MA) $330M · 2,308
New Jersey Resources Corporation Employees' Retirement Savings Plan (NJ) $331M · 1,305
Metropolitan Anesthesia Network Profit Sharing Plan (MN) $330M · 528
Cgg 401(k) Retirement Plan (TX) $331M · 520

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).

Next read for Orthocarolina 401(k)and Profit Sharing P…

Scale reading

Ways to act on Orthocarolina 401(k)and Profit Sharing Plan's numbers.

By total assets, Orthocarolina 401(k)and Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
Orthocarolina, P.a.'s sponsor-wide assets have grown 28.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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.