401(k) · DOL Form 5500 · 2023

Raleigh Orthopaedic Clinic, P.a. 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
386
Participants Below avg headcount
88th
Percentile by assets National rank
$175,589
Avg per participant Above avg balance/head
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Official DOL plan name: Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust · Sponsored by Raleigh Orthopaedic Clinic, P.a. · North Carolina · Healthcare & Social Assistance

$68M in assets, 386 participants

Raleigh Orthopaedic Clinic, P.a.'s Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust reported $68M in total assets and 386 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,929 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust covers 386 participants in North Carolina, about 47% of the average North Carolina filer (state average ~819 per filing). Assets: $68M.

#15,929
in Healthcare & Social Assistance (17,684 peers)
+19.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$67,777,405 Top 12% higher than 88% 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

Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust 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. Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (386 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust reported net income rose from -$7M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $57M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust reported participants rose from 359 in the plan year 2022 filing to 386 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 560941814 · Raleigh Orthopaedic Clinic, P.a. PY 2023 · 401(k)

Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust · $68M · 386 · 88th

  • PART $68M
  • PART 386
  • PART 88th
  • PART 401(k)
  • PART near Politico Media Group 401(k) Plan
  • PART ind #15929

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 →

Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Entira Family Clinics 401(k) Profit Sharing PlanEntira Family Clinics 401(k)…$68MRaleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & TrustRaleigh Orthopaedic Clinic 4…$68MPolitico Media Group 401(k) PlanPolitico Media Group 401(k) …$68MMarathon Health, LLC. 401(k) PlanMarathon Health, LLC. 401(k)…$68M401(k) Retirement Plan for Saint Peter's University and Saint Peter's Preparatory School401(k) Retirement Plan for S…$68M
End-of-year total assets ($M) among Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$68M
Net Income$11M
Employer EIN560941814
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Raleigh Orthopaedic Clinic, P.a.)

Sponsor-wide plan assets over time

All Raleigh Orthopaedic Clinic, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$79M 38.8813224388455% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $56.7M $78.7M ▲ +38.9%
Year Plans Participants Total Assets
2022 1 359 $57M
2023 1 386 $68M
2024 1 422 $79M

Nearby 401(k) Plans in North Carolina

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

Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.067777405 · Participants: 386Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & TrustThe 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
Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Politico Media Group 401(k) Plan in VA ($68M); by covered participants it is Ajr Trucking, Inc. 401(k) Plan in CA (386 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (386 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 Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust grew sharply - up 19.6% during 2023, from $57M to $68M. Reported net income was $11M.
How have Raleigh Orthopaedic Clinic, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Raleigh Orthopaedic Clinic, P.a.'s sponsor-wide assets grew 38.9%, from $57M to $79M.
Where does Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Politico Media Group 401(k) Plan in VA ($68M, 829 participants).
Which 401(k) plans cover a similar participant headcount to Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ajr Trucking, Inc. 401(k) Plan in CA (386 participants, $4M 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 560941814.

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.