401(k) · DOL Form 5500 · 2023

Medical Review of North Carolina, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
65
Participants Small participant base
64th
Percentile by assets National rank
$202,016
Avg per participant Above avg balance/head
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Official DOL plan name: The Carolinas Center for Medical Excellence 401(k) Plan · Sponsored by Medical Review of North Carolina, Inc. · North Carolina · Other Services

$13M in assets, 65 participants

Medical Review of North Carolina, Inc.'s The Carolinas Center for Medical Excellence 401(k) Plan reported $13M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #6,293 in Other Services (7,857 peers)

Medical Review of North Carolina, Inc. multi-year trail

Medical Review of North Carolina, Inc.'s plans moved +35.4% in assets from 2022 to 2024; this filing shows The Carolinas Center for Medical Excellence 401(k) Plan at $13M / 65 participants.

#6,293
in Other Services (7,857 peers)
+15.6%
assets growth YoY

The Carolinas Center for Medical Excellence 401(k) Plan's mid-pack asset rank among Other Services and all filers

The Carolinas Center for Medical Excellence 401(k) Plan vs every filed plan by assets

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

$13,131,013 Top 36% higher than 64% 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

The Carolinas Center for Medical Excellence 401(k) 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. The Carolinas Center for Medical Excellence 401(k) Plan is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Carolinas Center for Medical Excellence 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Carolinas Center for Medical Excellence 401(k) Plan reported participants rose from 55 in the plan year 2022 filing to 65 in the plan year 2023 filing.
  • The Carolinas Center for Medical Excellence 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 581567854 · Medical Review of North Carolina, Inc. PY 2023 · 401(k)

The Carolinas Center for Medical Excellence 401(k) Plan · $13M · 65 · 64th

  • PART $13M
  • PART 65
  • PART 64th
  • PART 401(k)
  • PART near United Insurance 401(k) Retirement Savings Plan
  • PART ind #6293

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 Other Services retirement plans → · Plans in North Carolina →

The Carolinas Center for Medical Excellence 401(k) Plan in the asset neighbourhood

The Carolinas Center for Medical Excellence 401(k) PlanThe Carolinas Center for Med…$13MUnited Insurance 401(k) Retirement Savings PlanUnited Insurance 401(k) Reti…$13MKls Government Services, LLC 401(k) Profit Sharing PlanKls Government Services, LLC…$13MCowlitz Indian Tribe 401(k) PlanCowlitz Indian Tribe 401(k) …$13MMedium 401(k) Plan$13M
End-of-year total assets ($M) among The Carolinas Center for Medical Excellence 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Medical Review of North Carolina, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Medical Review of North Carolina, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 35.365086178400304% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.4M $15.4M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 55 $11M
2023 1 65 $13M
2024 1 70 $15M

Medical Review of North Carolina, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN581567854
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

The Carolinas Center for Medical Excellence 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants The Carolinas Center for Medical Excellence 401(k) Plan, Total assets ($B): 0.013131013 · Participants: 65The Carolinas Center for Medical Excellence 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
The Carolinas Center for Medical Excellence 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare The Carolinas Center for Medical Excellence 401(k) Plan side-by-side with 3 peers →

The Carolinas Center for Medical Excellence 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is United Insurance 401(k) Retirement Savings Plan in ME ($13M); by covered participants it is General Insurance Services, Inc. 401(k) Plan in IN (65 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (65 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 The Carolinas Center for Medical Excellence 401(k) Plan assets move in 2023? ▼
The Carolinas Center for Medical Excellence 401(k) Plan grew sharply - up 15.6% during 2023, from $11M to $13M. Reported net income was $2M.
How have Medical Review of North Carolina, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Medical Review of North Carolina, Inc.'s sponsor-wide assets grew 35.4%, from $11M to $15M.
Which 401(k) plans are similar in size to The Carolinas Center for Medical Excellence 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Insurance 401(k) Retirement Savings Plan in ME ($13M, 160 participants).
Which 401(k) plans cover a similar participant headcount to The Carolinas Center for Medical Excellence 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is General Insurance Services, Inc. 401(k) Plan in IN (65 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 581567854.

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.