401(k) · DOL Form 5500 · 2023

Pinehurst Surgical Clinic, P.a. 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
494
Participants Below avg headcount
90th
Percentile by assets National rank
$178,088
Avg per participant Above avg balance/head
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Official DOL plan name: Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan · Sponsored by Pinehurst Surgical Clinic, P.a. · North Carolina · Healthcare & Social Assistance

$88M in assets, 494 participants

Pinehurst Surgical Clinic, P.a.'s Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan reported $88M in total assets and 494 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #16,209 in Healthcare & Social Assistance (17,684 peers)

Where Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan sits by assets

Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan sits in the top 10% of all filed plans by assets, $88M for 494 participants (~$178,088/participant), up 23.1% in 2023.

#16,209
in Healthcare & Social Assistance (17,684 peers)
+23.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan's outsized position by total assets

Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan vs every filed plan by assets

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

$87,975,357 Top 10% higher than 90% 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

Pinehurst Surgical Clinic, P. a. Retirement and Savings 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. Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan sits mid-pack in the medium band (494 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan reported net income rose from -$13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan end-of-year assets rose from $71M in the plan year 2022 filing to $88M in the plan year 2023 filing.
  • Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan reported participants rose from 450 in the plan year 2022 filing to 494 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 560942061 · Pinehurst Surgical Clinic, P.a. PY 2023 · 401(k)

Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan · $88M · 494 · 90th

  • EOY $88M
  • EOY 494
  • EOY 90th
  • EOY 401(k)
  • EOY near Redwood Credit Union 401(k) Retirement Plan
  • EOY ind #16209

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 →

Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan in the asset neighbourhood

Frank, Rimerman + Co. LLP 401(k) & Profit Sharing PlanFrank, Rimerman + Co. LLP 40…$88MPinehurst Surgical Clinic, P. a. Retirement and Savings PlanPinehurst Surgical Clinic, P…$88MRedwood Credit Union 401(k) Retirement PlanRedwood Credit Union 401(k) …$88M4imprint, Inc. 401(k) Plan$88MCives Corporation Savings and Retirement PlanCives Corporation Savings an…$88M
End-of-year total assets ($M) among Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$88M
Net Income$17M
Employer EIN560942061
Plan Effective Date1970-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pinehurst Surgical Clinic, P.a.)

Sponsor-wide plan assets over time

All Pinehurst Surgical Clinic, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$95M 33.4379599825987% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $71.4M $95.3M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 450 $71M
2023 1 494 $88M
2024 1 529 $95M

Nearby 401(k) Plans in North Carolina

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

Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan, Total assets ($B): 0.087975357 · Participants: 494Pinehurst Surgical Clinic, P. a. Retirement and Savings 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
Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan side-by-side with 3 peers →

Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Redwood Credit Union 401(k) Retirement Plan in CA ($88M); by covered participants it is Secure2retire Pooled Employer Plan in MD (494 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($88M here).

Similar participant headcount

Nearest other-state filings by covered participants (494 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 Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan assets move in 2023? ▼
Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan grew sharply - up 23.1% during 2023, from $71M to $88M. Reported net income was $17M.
How have Pinehurst Surgical Clinic, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pinehurst Surgical Clinic, P.a.'s sponsor-wide assets grew 33.4%, from $71M to $95M.
Where does Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Redwood Credit Union 401(k) Retirement Plan in CA ($88M, 742 participants).
Which 401(k) plans cover a similar participant headcount to Pinehurst Surgical Clinic, P. a. Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Secure2retire Pooled Employer Plan in MD (494 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 560942061.

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.